STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBERT L AND HELEN W BERNSTEIN: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROBERT L AND HELEN W BERNSTEIN (EIN 13-4200685)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201813189349100851
Schema version
2017v2.3
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)
Return2018-11-14T09:21:44-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131459550PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAZARS USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1135 WEST 50TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134200685EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT L AND HELEN W BERNSTEINBusinessNameLine1Txt
Business Name Line2FOUNDATION C/O MAZARS USA LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone2128127000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1135 WEST 50TH STREET NO 14 FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT BERNSTEINPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone2128127000PhoneNum
Signature2018-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTUART KAMELHARPreparerPersonNm
PTINP00185063PTIN
Phone2128127000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address148.77.102.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-09IPDt
IP Tm12:39:38IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD7436EF7C5EACD33DEC344BF38B3B5E74B700FA1AtSubmissionCreationDeviceId
At Submission Filing Device IdC3F3A5EC7BCDA58E76957B2653A97536193E976DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF Status Term Sect507b1 AYes (X)PFStatusTermSect507b1AInd
Final ReturnYes (X)FinalReturnInd
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$87OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$87TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,419ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,419ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,506TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,419TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,506ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,506SavAndTempCashInvstBOYAmt
Total Assets BOY$4,506TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,506RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,506TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,506TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,506TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,506ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$0SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$60,070AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$21,344NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.814374DistributionYr1Rt
Adjusted Qlfy Distri Yr2$81,892AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$38,706NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.115744DistributionYr2Rt
Adjusted Qlfy Distri Yr3$158,749AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$35,521NetVlNoncharitableAssetsYr3Amt
Distribution Yr34.469159DistributionYr3Rt
Adjusted Qlfy Distri Yr4$156,634AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$35,051NetVlNoncharitableAssetsYr4Amt
Distribution Yr44.468746DistributionYr4Rt
Adjusted Qlfy Distri Yr5$108,342AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$54,721NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.979898DistributionYr5Rt
Total Distribution15.847921TotalDistributionRt
Average Distribution3.169584AverageDistributionRt
Net Vl Noncharitable Assets$2,923NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,265AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,265AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,419QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In Assets0AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT BERNSTIENIndividualWithBooksNm
Phone2129727500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MAZARS USA LLP 135 W 50TH ST 13AddressLine1Txt
Address Line2FLAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
ROBERT L BERNSTEIN
PO BOX 607BEDFORDNY10506PRESIDENT/TREASURER1.00$0$0$0
HELEN W BERNSTEIN
PO BOX 607BEDFORDNY10506VICE-PRESIDENT/SECRETARY1.00$0$0$0
WILLIAM S BERNSTEIN
455 CENTRAL PARK WEST APT 20LNEW YORKNY10025OFFICER1.00$0$0$0
PETER W BERNSTEIN
C/O MAZARS USA LLP 135 W 50THNEW YORKNY10017OFFICER1.00$0$0$0STREET 13TH FL
TOM A BERNSTEIN
1133 FIFTH AVENUE 6TH FLNEW YORKNY10128OFFICER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,968AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,968TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,968AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,923NetVlNoncharitableAssetsAmt
Minimum Investment Return$146MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$146MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$146DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$146DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$146DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,419ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,419QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,419AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$146DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$105,607ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$154,881ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$156,973ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$79,957ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$59,003ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$556,421TotalExcessDistributionCyovAmt
Qualifying Distributions$4,419QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$146AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,273RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$560,694TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$105,607ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$455,087ExcessDistriCyovToNextYrAmt
Excess From Year4$154,881ExcessFromYear4Amt
Excess From Year3$156,973ExcessFromYear3Amt
Excess From Year2$79,957ExcessFromYear2Amt
Excess From Year1$59,003ExcessFromYear1Amt
Excess From Current Year$4,273ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UJA FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022N/A501(C)(3)CHARITABLE CONTRIBUTION$1,919
YOUNG CONCERT ARTISTS
250 WEST 57 STREET SUITE 1222NEW YORKNY10107N/A501(C)(3)CHARITABLE CONTRIBUTION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,419TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdShort ExplanationShortExplanationTxtDissolutionDissolutionAmt
YOUNG CONCERT ARTISTS INC
250 WEST 57 TH STREET SUITE 1222NEW YORKNY10107CHARITABLE CONTRIBUTIONS$2,500
UJA FEDERATION NY
130 EAST 59TH STREETNEW YORKNY10022CHARITABLE CONTRIBUTIONS$1,919

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationALL REMAINING NET ASSETS HAVE BEEN TRANSFERRED TO QUALIFIED PUBLIC CHARITIES BY DECEMBER 31, 2017. THE FOUNDATION CEASED OPERATIONS BECAUSE THERE IS NO LONGER A BALANCE IN THE FOUNDATION.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE & SHIPPING$20$0$0
BANK FEES$67$0$0