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SUNRISE KLEIN FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SUNRISE KLEIN FOUNDATION INC (EIN 13-4097745)
Tax period
2014-02-01 to 2015-01-31
Filed
2015-06-15
IRS object ID
201501669349100325
Schema version
2014v5.0
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)
Return2015-06-15T17:59:27-07:00ReturnTs
Tax Period End2015-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Morris Teichman & Co PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 WEST 45TH STREET STE1102AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100364213ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134097745EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SUNRISE KLEIN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUNRBusinessNameControlTxt
Phone2127191811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O A KLEIN-307 SOUTH GRANDVIEW AVEAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABRAHAM KLEINPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-06-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID TEICHMANPreparerPersonNm
PTINP00637844PTIN
Phone2127269192PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$465,056FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$40DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40DividendsNetInvstIncmAmt
Dividends Adj Net Incm$40DividendsAdjNetIncmAmt
Other Income Rev And Expnss$13,442OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$13,582TotalRevAndExpnssAmt
Total Net Invst Incm$40TotalNetInvstIncmAmt
Total Adj Net Incm$40TotalAdjNetIncmAmt
Taxes Rev And Expnss$1TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$101TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$601TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,981ExcessRevenueOverExpensesAmt
Net Investment Income$40NetInvestmentIncomeAmt
Adjusted Net Income$40AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$449,753SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$462,735SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$462,735SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$2,322PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,321PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,321PrepaidExpensesEOYFMVAmt
Total Assets BOY$452,075TotalAssetsBOYAmt
Total Assets EOY$465,056TotalAssetsEOYAmt
Total Assets EOYFMV$465,056TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$452,075UnrestrictedBOYAmt
Unrestricted EOY$465,056UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$452,075TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$465,056TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$452,075TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$465,056TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$452,075TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,981ExcessRevenueOverExpensesAmt
Subtotal$465,056SubtotalAmt
Tot Net Ast Or Fund Balances EOY$465,056TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$435,601NetVlNoncharitableAssetsYr1Amt
Adjusted Qlfy Distri Yr2$69,501AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$430,851NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.16131DistributionYr2Rt
Adjusted Qlfy Distri Yr3$324,516AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$469,447NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.69127DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,212,724AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$935,815NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.29590DistributionYr4Rt
Adjusted Qlfy Distri Yr5$601,328AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,212,737NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.27176DistributionYr5Rt
Total Distribution2.42024TotalDistributionRt
Average Distribution0.48405AverageDistributionRt
Net Vl Noncharitable Assets$449,586NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$217,622AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$217,622AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Subtotal$1SubtotalAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,322EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,322TotalPaymentsAndCreditsAmt
Overpayment$2,321OverpaymentAmt
Applied To ES Tax$2,321AppliedToESTaxAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
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 Line1A D KLEINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127191811PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1307 GRANDVIEW AVEAddressLine1Txt
CityMONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP109523305ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ABRAHAM KLEIN
307 SOUTH GRANDVIEW AVEMONSEYNY10952President0.00$0
BELLA KLEIN
307 SOUTH GRANDVIEW AVEMONSEYNY10952Secretary0.00$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$456,432AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$456,432TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$456,432AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,846CashDeemedCharitableAmt
Net Vl Noncharitable Assets$449,586NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,479MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,479MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$22,478DistributableBeforeAdjAmt
Distributable Before Ded$22,478DistributableBeforeDedAmt
Distributable As Adjusted$22,478DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$500ExpensesAndContributionsAmt
Qualifying Distributions$500QualifyingDistributionsAmt
Adjusted Qualifying Distri$500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,478DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$492,969ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,166,195ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$301,132ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$47,960ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,008,256TotalExcessDistributionCyovAmt
Qualifying Distributions$500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$500AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$21,978ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$21,978ExcessDistributionCyovAppCYAmt
Total Corpus$1,986,278TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$470,991ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,515,287ExcessDistriCyovToNextYrAmt
Excess From Year4$1,166,195ExcessFromYear4Amt
Excess From Year3$301,132ExcessFromYear3Amt
Excess From Year2$47,960ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerABRAHAM KLEINContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE SUNRISE KLEIN FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1307 GRANDVIEW AVEAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8454261214RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonCONGREGATION ATERES HATORAH OHEL YARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13 CHALLENGER CTAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusEXEMPTRecipientFoundationStatusTxt
Grant Or Contribution PurposeUNRESTRICTED GENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$40RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,442RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,482RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,482TotalIncomeProducingActyAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFiling FeeDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$13,442RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$1Amt