THE KOFFLER BORNSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE KOFFLER BORNSTEIN FAMILY FOUNDATION (EIN 05-0376269)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349104037
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T13:33:00-06:00 | ReturnTs |
| Tax Period End | 2022-07-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050376269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KOFFLER BORNSTEIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE KOFFLER GROUP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOFF | BusinessNameControlTxt |
| Phone | 4012738600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MEMORIAL BLVD 901 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD J BORNSTEIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4012738600 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | BORNSTEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,402,625 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $253,341 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,302 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,302 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $140,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,317 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $693,821 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,612,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $693,821 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,187 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,187 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,091,968 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $838,627 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $525 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,666 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,666 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $324,555 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $324,555 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $373,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $324,555 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $718,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $794,436 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $143,901 | CashBOYAmt |
| Cash EOY | $194,117 | CashEOYAmt |
| Cash EOYFMV | $194,117 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,590 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,328,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,328,073 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,952,272 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,305,795 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,880,435 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,109,763 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,827,985 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,402,625 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,007,962 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,007,962 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,101,801 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,820,023 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,109,763 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,827,985 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,109,763 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,827,985 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,109,763 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $718,222 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,827,985 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,827,985 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN/(LOSS) FROM K-1 | P | $88,425 | $88,425 | $88,425 | |||
| CAPITAL GAIN/(LOSS) FROM K-1 | P | $138,867 | $138,867 | $138,867 | |||
| CAPITAL GAIN DISTRIBUTIONS | P | $42,324 | $42,324 | $42,324 | |||
| EDGEWOOD GROWTH INSTL | P | $53,631 | $10,401 | $10,401 | 2020-12-22 | 2021-10-15 | $43,230 |
| O'SHAUGHNESSY MARKET LEADERS V | P | $8,986 | $1,978 | $1,978 | 2020-12-08 | 2021-10-15 | $7,008 |
| VANGUARD US VALUE FACTOR | P | $2,738 | $686 | $686 | 2020-12-31 | 2021-10-15 | $2,052 |
| EDGEWOOD GROWTH INSTL | P | $31,964 | $17,333 | $17,333 | 2017-10-27 | 2021-10-15 | $14,631 |
| O'SHAUGHNESSY MARKET LEADERS V | P | $9,384 | $2,248 | $2,248 | 2019-04-29 | 2021-10-15 | $7,136 |
| VANGUARD US VALUE FACTOR | P | $3,551 | $917 | $917 | 2019-04-29 | 2021-10-15 | $2,634 |
| EDGEWOOD GROWTH INSTL | P | $29,804 | -$15,773 | -$15,773 | 2021-12-22 | 2022-06-09 | $45,577 |
| NVIDIA CORP | P | $13,458 | $0 | $0 | 2022-06-07 | 2022-06-09 | $13,458 |
| O'SHAUGHNESSY MARKET LEADERS V | P | $54,967 | -$4,824 | -$4,824 | 2021-12-10 | 2022-06-09 | $59,791 |
| CELANESE CORP | P | $38,282 | $20,312 | $20,312 | 2019-07-13 | 2022-06-09 | $17,970 |
| EDGEWOOD GROWTH INSTL | P | $328,171 | $83,325 | $83,325 | 2017-10-27 | 2022-06-09 | $244,846 |
| MICROSOFT CORP | P | $156,750 | $61,462 | $61,462 | 2019-06-28 | 2022-06-09 | $95,288 |
| NVIDIA CORP | P | $143,364 | $112,809 | $112,809 | 2019-06-26 | 2022-06-09 | $30,555 |
| O'SHAUGHNESSY MARKET LEADERS V | P | $230,011 | $46,376 | $46,376 | 2019-04-29 | 2022-06-09 | $183,635 |
| THERMO FISHER SCNTFC | P | $148,473 | $52,403 | $52,403 | 2020-02-19 | 2022-06-09 | $96,070 |
| VANGUARD US VALUE FACTOR | P | $1,586 | $137 | $137 | 2021-03-26 | 2021-10-15 | $1,449 |
| VANGUARD US VALUE FACTOR | P | $1,828 | $75 | $75 | 2021-07-06 | 2021-10-15 | $1,753 |
| VANGUARD US VALUE FACTOR | P | $2,027 | $56 | $56 | 2021-09-30 | 2021-10-15 | $1,971 |
| EDGEWOOD GROWTH INSTL | P | $5,083 | $2,725 | $2,725 | 2017-12-20 | 2021-10-15 | $2,358 |
| EDGEWOOD GROWTH INSTL | P | $5,597 | $3,000 | $3,000 | 2017-12-20 | 2021-10-15 | $2,597 |
| EDGEWOOD GROWTH INSTL | P | $41,075 | $20,050 | $20,050 | 2018-03-20 | 2021-10-15 | $21,025 |
| EDGEWOOD GROWTH INSTL | P | $2,625 | $1,054 | $1,054 | 2019-12-19 | 2021-10-15 | $1,571 |
| O'SHAUGHNESSY MARKET LEADERS V | P | $6,605 | $1,464 | $1,464 | 2019-12-11 | 2021-10-15 | $5,141 |
| VANGUARD US VALUE FACTOR | P | $20,645 | $5,332 | $5,332 | 2019-04-29 | 2021-10-15 | $15,313 |
| VANGUARD US VALUE FACTOR | P | $2,722 | $659 | $659 | 2019-12-30 | 2021-10-15 | $2,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $693,821 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,043 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,043 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,347 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,347 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,304 | OverpaymentAmt |
| Applied To ES Tax | $13,304 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD J BORNSTEIN | IndividualWithBooksNm |
| Phone | 4012738600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MEMORIAL BLVD SUITE 901 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD BORNSTEIN | ||||||||
| 2 SLOANS CURVE DRIVE | PALM BEACH | FL | 33480 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SANDRA BORNSTEIN | ||||||||
| 2 SLOANS CURVE DRIVE | PALM BEACH | FL | 33480 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JO-AN KAPLAN | ||||||||
| 12 BARBOUR DRIVE | PROVIDENCE | RI | 02906 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BEN PASTOR | ||||||||
| 1000 CHAPEL VIEW BLVD SUITE 220 | CRANSTON | RI | 02920 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,180,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $424,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,605,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,605,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,521,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $276,065 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $276,065 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,043 | TotalTaxAmt |
| Distributable Before Adj | $265,022 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $265,022 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $265,022 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $324,555 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $324,555 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,022 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $153,560 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $153,006 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,154 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $159,370 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,367 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $530,457 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $324,555 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $265,022 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,533 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $589,990 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $153,560 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $436,430 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $153,006 | ExcessFromYear4Amt |
| Excess From Year3 | $48,154 | ExcessFromYear3Amt |
| Excess From Year2 | $159,370 | ExcessFromYear2Amt |
| Excess From Year1 | $16,367 | ExcessFromYear1Amt |
| Excess From Current Year | $59,533 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD BORNSTEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD J BORNSTEIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SLOANS CURVE DRIVE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4012738600 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION ONLY MAKES CONTRIBUTIONS TO PRE-SELECTED CHARITABLE ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS POINT RI | ||||||
| 111 COMSTOCK PARKWAY | CRANSTON | RI | 02920 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ||||||
| 100 W CYPRESS CREEK ROAD SUITE 865 | FORT LAUDERDALE | FL | 33309 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $5,000 |
| BERKSHIRE HILLS MUSIC ACADEMY | ||||||
| 48 WOODBRIDGE STREET | SOUTH HADLEY | MA | 01075 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,500 |
| BRADLEY HOSPITAL FOUNDATION | ||||||
| PO BOX H | PROVIDENCE | RI | 02901 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| BROWN UNIVERSITY | ||||||
| PO BOX 1877 | PROVIDENCE | RI | 02912 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $52,500 |
| BRYANT UNIVERSITY | ||||||
| 1150 DOUGLAS PIKE | SMITHFIELD | RI | 02917 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $21,000 |
| CLASSICAL HIGH SCHOOL ALUMNI ASSOCIATION | ||||||
| 11 SOUTH ANGELL STREET 302 | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| CONGREGATION KINYAN TORAH | ||||||
| 4 FILLMORE CT | MONROE | NY | 10950 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $500 |
| CONGREGATION KOL ARYEH TOMASHOVER | ||||||
| 1212 AVENUE I | BROOKLYN | NY | 11230 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $300 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 220 SUNRISE AVENUE SUITE 204 | PALM BEACH | FL | 33480 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $10,000 |
| HOME & HOSPICE CARE OF RI | ||||||
| 1085 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| JEWISH ALLIANCE OF RI | ||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $44,000 |
| JEWISH FEDERATION OF PALM BEACH | ||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33414 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $70,000 |
| JIMMY FUND | ||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| KRAVIS CENTER | ||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $12,500 |
| MIRIAM HOSPITAL FOUNDATION | ||||||
| PO BOX H | PROVIDENCE | RI | 02901 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $4,000 |
| MORSE LIFE FOUNDATION | ||||||
| 4847 FRED GLADSTONE DRIVE | WEST PALM BEACH | FL | 33417 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $30,000 |
| PALM BEACH POLICE & FIRE FOUNDATION | ||||||
| PO BOX 242 | PALM BEACH | FL | 33480 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $5,000 |
| PROMISE FUND OF FLORIDA | ||||||
| 340 ROYAL POINCIANA WAY | PALM BEACH | FL | 33480 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $10,000 |
| PROVIDENCE HEBREW DAY SCHOOL | ||||||
| 23 ELMWAY STREET | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $700 |
| PROVIDENCE PROMISE | ||||||
| TWO REGENCY PLAZA SUITE 4 | PROVIDENCE | RI | 02903 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| RHODE ISLAND FRIENDS OF ISRAEL | ||||||
| 303 EASY WACKER DRIVE SUITE 2300 | CHICAGO | IL | 60601 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $500 |
| RHODE ISLAND FREE CLINIC | ||||||
| 655 BROAD STREET | PROVIDENCE | RI | 02907 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $100 |
| SOUTH FLORIDA PBS | ||||||
| 3401 S CONGRESS AVENUE | BOWNTON BEACH | FL | 33426 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $2,000 |
| TEMPLE EMANU-EL | ||||||
| 99 TAFT AVENUE | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $25,255 |
| TOMORROW FUND OF RI | ||||||
| 593 EDDY STREET | PROVIDENCE | RI | 02903 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| UNITED LUBAVITCHER YESHIVOTH | ||||||
| 841-853 OCEAN PARKWAY | BROOKLYN | NY | 11230 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $200 |
| UNITED WAY OF PALM BEACH | ||||||
| PO BOX 1141 | PALM BEACH | FL | 33480 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $11,000 |
| FRACTURED ATLAS | ||||||
| 248 WEST 35TH STREET | NEW YORK | NY | 10001 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $2,000 |
| HEARING THE OVARIAN CANCER WHISPERER HOW | ||||||
| 360 CYPRUS DRIVE 4 | JUPITER | FL | 33469 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $200 |
| ISRAELI GUIDE DOGS | ||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $200 |
| IRELAND FUNDS AMERICA | ||||||
| 10 POST OFFICE SQUARE SUITE N950 | BOSTON | MA | 02109 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION | ||||||
| 760 NORTH OCEAN BLVD | PALM BEACH | FL | 33480 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $2,500 |
| PRAGER UNIVERSITY | ||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $100 |
| PROJECT SHORESH OF RI | ||||||
| 262 BLACKSTONE BLVD | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $500 |
| WHEELER SCHOOL | ||||||
| 216 HOPE STREET | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $324,555 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,302 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $140,317 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,187 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $693,821 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $838,627 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $838,627 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST IS APPLIED BY THE FOUNDATION IN PROVIDING DONATIONS TO BENEFICIARY ORGANIZATIONS AIDED BY THE FOUNDATION. |
| 4 | DIVIDENDS ARE APPLIED BY THE FOUNDATION IN PROVIDING DONATIONS TO BENEFICIARY ORGANIZATIONS AIDED BY THE FOUNDATION. |
| 7 | OTHER INCOME IS APPLIED BY THE FOUNDATION IN PROVIDING DONATIONS TO BENEFICIARY ORGANIZATIONS AIDED BY THE FOUNDATION. |
| 8 | GAINS ARE APPLIED BY THE FOUNDATION IN PROVIDING DONATIONS TO BENEFICIARY ORGANIZATIONS AIDED BY THE FOUNDATION. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIP | AT COST | $2,500,786 | $3,887,997 |
| MUTUAL FUNDS | AT COST | $805,009 | $1,992,438 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGR FEE | $6,420 | $6,420 | $0 |
| BANK AND OTHER FEES | $339 | $339 | $0 |
| OTHER PORTFOLIO EXPENSES | $32,906 | $32,906 | $0 |
| INVESTMENT INTEREST EXPENSE | $4,001 | $4,001 | $0 |
| FEDERAL TAXES | $5,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PORTFOLIO INCOME FROM K-1 | Desc |
| Revenue And Expenses Per Books | $3,187 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,187 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,187 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD J BORNSTEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SLOANS CURVE DRIVE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $525 | Amt |
| Net Investment Income | $525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |