THE KOFFLER BORNSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE KOFFLER BORNSTEIN FAMILY FOUNDATION (EIN 05-0376269)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2020-12-03
- IRS object ID
- 202033389349100008
- Schema version
- 2019v5.1
- 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 | 2020-12-03T13:36:02-06:00 | ReturnTs |
| Tax Period End | 2020-07-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | 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 NO 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 | 2020-12-02 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.79.163.118 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-12-03 | IPDt |
| IP Tm | 14:34:24 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C48325051EF70B7EEC57DF46E2A66BE9CDB77910 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C48325051EF70B7EEC57DF46E2A66BE9CDB77910 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,199,583 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,830 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,581 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,233 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,233 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,769 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,769 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,303 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,303 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $200,135 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,886 | 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 | $1,735 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,735 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,802 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $401,055 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $401,055 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $443,592 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $401,055 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$243,457 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,349 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,317 | CashBOYAmt |
| Cash EOY | $18,145 | CashEOYAmt |
| Cash EOYFMV | $18,145 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $249,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $284,438 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $284,438 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,151,773 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,887,520 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,897,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,433,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,190,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,199,583 | 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 | $1,425,598 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,182,141 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,433,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,190,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,433,560 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,190,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,433,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$243,457 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,190,103 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,190,103 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| CAPITAL GAIN/(LOSS) FROM K-1 | P | $36,187 | $36,187 | $36,187 |
| CAPITAL GAIN/(LOSS) FROM K-1 | P | $52,011 | $52,011 | $52,011 |
| CAPITAL GAIN DISTRIBUTIONS | P | $1,571 | $1,571 | $1,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,769 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $289,825 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,910,369 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059023 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $409,074 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,200,241 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078664 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $398,621 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,986,381 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079942 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $397,803 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,842,863 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082142 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $303,938 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,028,904 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060438 | DistributionYr5Rt |
| Total Distribution | 0.360209 | TotalDistributionRt |
| Average Distribution | 0.072042 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,865,965 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $350,554 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,613 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $352,167 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $401,055 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,613 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,613 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,613 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,934 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,934 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,321 | OverpaymentAmt |
| Applied To ES Tax | $2,321 | 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 | $4,746,398 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,668 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,940,066 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,940,066 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,101 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,865,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,298 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,298 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,613 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,613 | TotalTaxAmt |
| Distributable Before Adj | $241,685 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $241,685 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $241,685 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $401,055 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $401,055 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,613 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $399,442 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,685 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $57,617 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $158,384 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $153,560 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $153,006 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,154 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $570,721 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $401,055 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $241,685 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $159,370 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $730,091 | 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 | $57,617 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $672,474 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $158,384 | ExcessFromYear4Amt |
| Excess From Year3 | $153,560 | ExcessFromYear3Amt |
| Excess From Year2 | $153,006 | ExcessFromYear2Amt |
| Excess From Year1 | $48,154 | ExcessFromYear1Amt |
| Excess From Current Year | $159,370 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACHILLES INTERNATIONAL INC | ||||||
| 257 SANFORD AVE | PALM BEACH | FL | 33480 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $500 |
| 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. | $1,800 |
| BERKSHIRE HILLS MUSIC ACADEMY | ||||||
| 48 WOODBRIDGE STREET | SOUTH HADLEY | MA | 01075 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| BEST BUDDIES INVITATIONAL GOLF TOURNAMENT | ||||||
| 1441 PARK AVENUE | CRANSTON | RI | 02920 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $950 |
| BRADLEY HOSPITAL FOUNDATION | ||||||
| PO BOX H | PROVIDENCE | RI | 02901 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $2,000 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 28 WEST 44TH STREET 609 | NEW YORK | NY | 10036 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $550 |
| BROWN UNIVERSITY | ||||||
| PO BOX 1877 | PROVIDENCE | RI | 02912 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $52,500 |
| BUTLER HOSPITAL | ||||||
| 345 BLACKSTONE BLVD | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| CENTRAL FUND OF ISRAEL | ||||||
| 111 LIVINGSTON STREET | BROOKLYN | NY | 11201 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,250 |
| CONGREGATION KOL ARYEH TOMASHOVER | ||||||
| 1212 AVENUE I | BROOKLYN | NY | 11230 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $300 |
| CONGREGATION KINYAN TORAH | ||||||
| 4 FILLMORE CT | MONROE | NY | 10950 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $500 |
| 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 |
| 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 |
| HEART OF RI ANIMAL PROTECTION LEAGUE | ||||||
| 44 WORTHINGTON ROAD | CRANSTON | RI | 02920 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $500 |
| 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. | $2,500 |
| 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. | $28,500 |
| JEWISH ALLIANCE OF RI | ||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $48,500 |
| 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. | $7,500 |
| MIRIAM HOSPITAL WOMEN'S ASSOCIATION | ||||||
| 164 SUMMIT AVENUE | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $100 |
| 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. | $45,000 |
| NAVY SEAL TRIBUTE | ||||||
| 277 ROYAL POINCIANA WAY 190 | PALM BEACH | FL | 33480 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $500 |
| NEW ENGLAND RABBINICAL COLLEGE | ||||||
| 262 BLACKSTONE BLVD | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $5,000 |
| 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. | $1,800 |
| 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. | $32,500 |
| 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. | $5,000 |
| PROVIDENCE HEBREW DAY SCHOOL | ||||||
| 23 ELMWAY STREET | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $180 |
| PROVIDENCE PROMISE | ||||||
| TWO REGENCY PLAZA SUITE 4 | PROVIDENCE | RI | 02903 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $5,000 |
| RHODE ISLAND HOLOCAUSE EDUCATION & RESOURCE CENTER | ||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $100,000 |
| TEMPLE EMANU-EL | ||||||
| 99 TAFT AVENUE | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $3,000 |
| TEMPLE EMANU-EL | ||||||
| 190 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $2,075 |
| 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. | $10,000 |
| UNIVERSITY OF RI HILLEL FUND | ||||||
| 6 FRATERNITY CIRCLE | KINGSTON | RI | 02881 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $5,000 |
| UNIVERISTY OF RI FUND FOR THE ARTS & SCIENCES | ||||||
| 78 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $5,000 |
| WASHINGTON UNIVERSITY | ||||||
| 700 ROSEDALE AVENUE | ST LOUIS | MO | 63112 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| WOMEN & INFANTS HOSPITAL | ||||||
| 101 DUDLEY STREET | PROVIDENCE | RI | 02905 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $5,000 |
| WOMEN'S FUND OF RI | ||||||
| 245 WATERMAN STREET | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $401,055 | 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 | $5,830 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $91,233 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,303 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $89,769 | 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 | $200,135 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $200,135 | 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 | $2,665,755 | $3,523,684 |
| MUTUAL FUNDS | AT COST | $1,221,765 | $1,373,316 |
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 | $5,069 | $5,069 | $0 |
| BANK AND OTHER FEES | $180 | $180 | $0 |
| OTHER PORTFOLIO EXPENSES | $22,934 | $22,934 | $0 |
| INVESTMENT INTEREST EXPENSE | $7,619 | $7,619 | $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 | $13,303 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,303 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,303 | 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 | $1,735 | Amt |
| Net Investment Income | $1,735 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |