BADER FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
BADER FAMILY FOUNDATION (EIN 27-6359747)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-07-11
IRS object ID
201141929349100004
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-07-11T14:12:05-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANKEL LOUGHRAN STARR & VALLONEBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11475 FRANKLIN AVENUEAddressLine1
CityGARDEN CITYCity
StateNYState
ZIP Code11530ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN276359747EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE BADER FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBADENameControl
Phone5168748800Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O FLSV LLPAddressLine1
Address Line21475 FRANKLIN AVENUEAddressLine2
CityGARDEN CITYCity
StateNYState
ZIP Code11530ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLARS BADERName
TitleTRUSTEETitle
Phone5168748800Phone
Date Signed2011-06-30DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGREG MARTORELLAName
Phone5168748800Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY16821156FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss13946791ContriReceivedRevAndExpnss
Dividends Rev And Expnss242706DividendsRevAndExpnss
Dividends Net Invst Incm242706DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss141651NetGainSaleAssetsRevAndExpnss
Gross Sales Price7173801GrossSalesPrice
Capital Gain Net Incm Net Invst Incm141651CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses14331148TotalRevenueAndExpenses
Total Net Investment Income384357TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Accounting Fees Rev And Expnss3257AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps3257AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss10063TaxesRevAndExpnss
Taxes Net Invst Incm10063TaxesNetInvstIncm
Other Expenses Rev And Expnss320OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm320OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss13640TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm10383TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps3257TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss810750ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps810750ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss824390TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm10383TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps814007TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses13506758ExcessOfRevenueOverExpenses
Net Investment Income373974NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1400101CashBOY
Cash EOY2751157CashEOY
Cash EOYFMV2751157CashEOYFMV
Savings And Temp Cash Invst BOY30008SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY2278302SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV2278302SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY0InvestmentsCorpStockBOY
Investments Corp Stock EOY9909361InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV11791697InvestmentsCorpStockEOYFMV
Total Assets BOY1430109TotalAssetsBOY
Total Assets EOY14938820TotalAssetsEOY
Total Assets EOYFMV16821156TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY1430109RetainedEarningsBOY
Retained Earnings EOY14938820RetainedEarningsEOY
Total Net Assets BOY1430109TotalNetAssetsBOY
Total Net Assets EOY14938820TotalNetAssetsEOY
Total Liabilities Net Assets BOY1430109TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY14938820TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1430109TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses13506758ExcessOfRevenueOverExpenses
Other Increases1953OtherIncreases
Subtotal14938820Subtotal
Total Net Assets Fund Balances EOY14938820TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetSEE ATTACHED HSBC STMT # 3DJ-214253DescriptionOfAsset
Gross Sales Price7173801GrossSalesPrice
Cost Or Other Basis7032150CostOrOtherBasis
Gain Or Loss141651GainOrLoss
Gains Minus Excess Or Losses141651GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income141651CapitalGainNetIncome
FieldValueIRS element (for citing)
Qlfy Und Sect4940e For Reduced TaxQlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax7479InvestmentIncomeExciseTax
Subtotal7479Subtotal
Tax Based On Investment Income7479TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment10000EstTaxPaymentsAndOverpayment
Total Credits And Payments10000TotalCreditsAndPayments
Penalty For Underpayment125PenaltyForUnderpayment
Overpayment2396Overpayment
Amount Credited To Next Year2396AmountCreditedToNextYear

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
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithTXStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1LARS BADERBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number5168748800BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1C/O FLSV LLP 1475 FRANKLIN AVENUEAddressLine1
CityGARDEN CITYCity
StateNYState
ZIP Code11530ZIPCode
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
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
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

FieldValueIRS element (for citing)
Person NameLARS BADERPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O FLSV LLPAddressLine1
CityGARDEN CITYCity
StateNYState
ZIP Code11530ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position0.5AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities7902501AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances4667974AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets12570475TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets12570475AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable188557CashDeemedCharitable
Net Noncharitable Assets12381918NetNoncharitableAssets
Minimum Investment Return619096MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return619096MinimumInvestmentReturn
Tax Based On Investment Income7479TaxBasedOnInvestmentIncome
Total Tax7479TotalTax
Distributable Amount Before Adj611617DistributableAmountBeforeAdj
Distributable Amount Before Ded611617DistributableAmountBeforeDed
Distributable Amount As Adjusted611617DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions814007ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions814007QualifyingDistributions
Adj Qualifying Distributions814007AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted611617DistributableAmountAsAdjusted
Undistributed Income Prior Year70433UndistributedIncomePriorYear
Prior Year12008PriorYear1
Prior Year22007PriorYear2
Prior Year32006PriorYear3
Excess Distri Carryover Year10ExcessDistriCarryoverYear1
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions814007QualifyingDistributions
Applied To Year170433AppliedToYear1
Applied To Current Year611617AppliedToCurrentYear
Remaining Distri From Corpus131957RemainingDistriFromCorpus
Total Corpus131957TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year131957ExcessDistriCyovToNextYear
Excess From Year10ExcessFromYear1
Excess From Current Year131957ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerLARS BADER TRUSTEEContributingManager
Shareholder ManagerNAShareholderManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameLARS BADERRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O FLSV LLP 1475 FRANKLIN AVENUEAddressLine1
CityGARDEN CITYCity
StateNYState
ZIP Code11530ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number5168748800RecipientPhoneNumber
Form And Info And MaterialsAPPLICANTS WILL BE REQUIRED TO SUBMIT BIOGRAPHICAL INFORMATION AND SUPPORTING MATERIAL, INCLUDING INFORMATION ON THEIR ACADEMIC AND PROFESSIONAL PLANS AND LISTS OF PUBLICATIONS, IF ANY.FormAndInfoAndMaterials
Submission DeadlinesROLLINGSubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1Address Line2RecipientUSAddress/AddressLine2CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN REFUGEE COMMITTEE
430 OAK GROVE STREETSUITE 204MINNEAPOLISMN55403NONEGENERAL CHARITABLE CONTRIBUTION$100,000
FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION
601 WALNUT STREETSUITE 510PHILADELPHIAPA19106NONEGENERAL CHARITABLE CONTRIBUTION$100,000
UNICEF
125 MAIDEN LANENEW YORKNY10038NONEGENERAL CHARITABLE CONTRIBUTION$180,000
PROJECT PREVENTION
5399 OPHELA CT SWCONCORDNC28027NONEGENERAL CHARITABLE CONTRIBUTION$100,000
OPERATION EXODUS INNER CITY
21 WADSWORTH AVENUENEW YORKNY10033NONEGENERAL CHARITABLE CONTRIBUTION$20,000
COMPETETIVE ENTERPRISE INSTITUTE
1899 L STREETNW 12TH FLOORWASHINGTONDC20036NONEGENERAL CHARITABLE CONTRIBUTION$30,000
CENTER FOR INDIVIDUAL RIGHTS
1233 20TH STREET NWSUITE 300WASHINGTONDC20036NONEGENERAL CHARITABLE CONTRIBUTION$110,000
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREETNEW YORKNY101681289NONEGENERAL CHARITABLE CONTRIBUTION$70,000
LARS BADER CHARITABLE TRUST
C/O FLSV LLP1475 FRANKLIN AVENUEGARDEN CITYNY11530SAME TRUSTEEFUND TRUST'S FEDERAL EXTENSION PAYMENT AND NY FILING FEE$100,750
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year810750TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$8,375ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$234,331ExclusionAmount
FieldValueIRS element (for citing)
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$141,651ExclusionAmount
FieldValueIRS element (for citing)
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$384,357ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA384357TotalPartXVIA

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualLARS BADER CHARITABLE TRUSTContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1C/O FLSV LLP 1475 FRANKLIN AVENUEAddressLine1
CityGARDEN CITYCity
StateNYState
ZIP Code11530ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions13946791AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryFLSV TAX PREP FEESCategory
Amount$3,257Amount
Disbursements Charitable Prps3257DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionN/ADescription

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockHSBC SECURITIES (USA) INC.NameOfStock
EOY Book Value9909361EOYBookValue
EOYFMV11791697EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionADR FEESDescription
Revenue And Expenses Per Books320RevenueAndExpensesPerBooks
Net Investment Income320NetInvestmentIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionADJUSTMENT DUE TO TIMING DIFFERENCESDescription
Amount$1,953Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategory
Amount$10,063Amount
Net Investment Income10063NetInvestmentIncome

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