STRATEGY STUDIO / PUBLIC DATA EXPLORER

DR CAROL AND MR JERRY KAUFMAN FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
DR CAROL AND MR JERRY KAUFMAN FOUNDATION INC (EIN 20-1655017)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201813199349101061
Schema version
2017v2.2
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)
Return2018-11-15T07:36:20-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113549288PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bruce A Rosen CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17 Cobblestone CourtAddressLine1Txt
CityCenterportCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11721ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201655017EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DR CAROL AND MR JERRYBusinessNameLine1Txt
Business Name Line2KAUFMAN FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDRCABusinessNameControlTxt
Phone6317541600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 COBBLESTONE COURTAddressLine1Txt
CityCENTERPORTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11721ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE A ROSENPersonNm
Person TitleSecretary/TreasPersonTitleTxt
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE A ROSEN CPAPreparerPersonNm
PTINP00041268PTIN
Phone6317541600PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$167,318FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$9DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9DividendsAdjNetIncmAmt
Other Income Rev And Expnss$15,709OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$15,709OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$15,709OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$15,719TotalRevAndExpnssAmt
Total Net Invst Incm$15,719TotalNetInvstIncmAmt
Total Adj Net Incm$15,719TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,625AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,625AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,625AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$210OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$210OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$210OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,835TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,835TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,835TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,335TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,835TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,835TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$12,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,384ExcessRevenueOverExpensesAmt
Net Investment Income$13,884NetInvestmentIncomeAmt
Adjusted Net Income$13,884AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,171CashBOYAmt
Cash EOY$2,318CashEOYAmt
Other Investments BOY-$11,546OtherInvestmentsBOYAmt
Other Investments EOY-$11,309OtherInvestmentsEOYAmt
Total Assets BOY-$10,375TotalAssetsBOYAmt
Total Assets EOY-$8,991TotalAssetsEOYAmt
Total Assets EOYFMV$167,318TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY-$10,375CapitalStockBOYAmt
Capital Stock EOY-$8,991CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY-$10,375TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY-$8,991TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY-$10,375TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY-$8,991TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY-$10,375TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,384ExcessRevenueOverExpensesAmt
Subtotal-$8,991SubtotalAmt
Tot Net Ast Or Fund Balances EOY-$8,991TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,388AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$163,934NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.07557DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$163,353NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05204DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$155,620NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06105DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$143,548NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.10450DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$137,503NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.08000DistributionYr5Rt
Total Distribution0.373141TotalDistributionRt
Average Distribution0.074628AverageDistributionRt
Net Vl Noncharitable Assets$164,244NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$12,257AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$139NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$12,396AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$139InvestmentIncomeExciseTaxAmt
Subtotal$139SubtotalAmt
Tax Based On Investment Income$139TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$915EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$915TotalPaymentsAndCreditsAmt
Overpayment$776OverpaymentAmt
Applied To ES Tax$776AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsfalseAtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRUCE A ROSENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6317541600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17 COBBLESTONE COURTAddressLine1Txt
CityCENTERPORTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11721ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MIRIAM L FELDSTEIN
61 EAST 86TH STREET 54NEW YORKNY10028President1.00$0
MICHAEL L KAUFMAN
30 W MONROE - SUITE 1700CHICAGOIL60603Vice President1.00$0
BRUCE A ROSEN
7 COBBLETONE COURTCENTERPORTNY11721Secretary/Treas1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,745AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$165,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$166,745TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$166,745AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,501CashDeemedCharitableAmt
Net Vl Noncharitable Assets$164,244NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,212MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,212MinimumInvestmentReturnAmt
Tax Based On Investment Income$139TaxBasedOnInvestmentIncomeAmt
Total Tax$139TotalTaxAmt
Distributable Before Adj$8,073DistributableBeforeAdjAmt
Distributable Before Ded$8,073DistributableBeforeDedAmt
Distributable As Adjusted$8,073DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,500ExpensesAndContributionsAmt
Qualifying Distributions$12,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$139PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$12,361AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,073DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,430ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,155ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,955ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$629ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,415ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,584TotalExcessDistributionCyovAmt
Qualifying Distributions$12,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,073AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,427RemainingDistriFromCorpusAmt
Total Corpus$24,011TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,430ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,581ExcessDistriCyovToNextYrAmt
Excess From Year4$8,155ExcessFromYear4Amt
Excess From Year3$1,955ExcessFromYear3Amt
Excess From Year2$629ExcessFromYear2Amt
Excess From Year1$4,415ExcessFromYear1Amt
Excess From Current Year$4,427ExcessFromCurrentYearAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOMEDesc
Related Or Exempt Function Incm$15,709RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15,719RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,719TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBRUCE A. ROSEN, CPA, P.C.CategoryTxt
Amt$1,625Amt
Net Investment Income$1,625NetInvestmentIncomeAmt
Adjusted Net Income$1,625AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemKAUFMAN FAMILY, LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$11,309BookValueAmt
EOYFMV$165,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$210RevenueAndExpensesPerBooksAmt
Net Investment Income$210NetInvestmentIncomeAmt
Adjusted Net Income$210AdjustedNetIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOMEDesc
Revenue And Expenses Per Books$15,709RevenueAndExpensesPerBooksAmt
Net Investment Income$15,709NetInvestmentIncomeAmt
Adjusted Net Income$15,709AdjustedNetIncomeAmt