STRATEGY STUDIO / PUBLIC DATA EXPLORER

WASERSTEIN FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WASERSTEIN FOUNDATION INC (EIN 20-0527133)
Tax period
2013-12-01 to 2014-11-30
Filed
2015-06-01
IRS object ID
201531529349100003
Schema version
2013v4.0
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)
Return2015-06-01T09:01:53-05:00ReturnTs
Tax Period End2014-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650688598PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TURNER & ASSOCIATES LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH BISCAYNE BLVD SUITE 177AddressLine1
CityMIAMICity
StateFLState
ZIP Code33131ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200527133EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WASERSTEIN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWASEBusinessNameControlTxt
Phone3058278373PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15901 NW 151ST STREETAddressLine1
Address Line2ROOM/SUITE 126AddressLine2
CityMIAMI LAKESCity
StateFLState
ZIP Code33014ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN WASERSTEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3058278373PhoneNum
Signature2015-06-01SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN C ENRIQUEZPreparerPersonNm
PTINP01385677PTIN
Phone3053770777PhoneNum
Preparation2015-06-01PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$92,235FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,806ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$1,806TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$150AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$150TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,300TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,150TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,494ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$48,316CashBOYAmt
Cash EOY$46,822CashEOYAmt
Cash EOYFMV$46,822CashEOYFMVAmt
Corporate Stock BOY$45,413CorporateStockBOYAmt
Corporate Stock EOY$45,413CorporateStockEOYAmt
Corporate Stock EOYFMV$45,413CorporateStockEOYFMVAmt
Total Assets BOY$93,729TotalAssetsBOYAmt
Total Assets EOY$92,235TotalAssetsEOYAmt
Total Assets EOYFMV$92,235TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$93,729RetainedEarningBOYAmt
Retained Earning EOY$92,235RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$93,729TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$92,235TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$93,729TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$92,235TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$93,729TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,494ExcessRevenueOverExpensesAmt
Subtotal$92,235SubtotalAmt
Tot Net Ast Or Fund Balances EOY$92,235TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,200AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$17,800AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$10,000AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$17,985AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$8,280AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,150QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
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
Individual With BooksALAN WASERSTEINIndividualWithBooksNm
Phone3058278373PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15901 NW 151ST STREETAddressLine1
CityMIAMI LAKESCity
StateFLState
ZIP Code33014ZIPCode
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALAN WASERSTEIN
5901 NW 151ST STREETMIAMI LAKESFL33014PRESIDENT2.00$0$0$0
TRACI WASERSTEIN
5901 NW 151ST STREETMIAMI LAKESFL33014DIRECTOR2.00$0$0$0
STEVE WASERSTEIN
5901 NW 151ST STREETMIAMI LAKESFL33014DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,150ExpensesAndContributionsAmt
Qualifying Distributions$3,150QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,150AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$8,280ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$17,985ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,800ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$23,200ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$77,265TotalExcessDistributionCyovAmt
Qualifying Distributions$3,150QualifyingDistributionsAmt
Remaining Distri From Corpus$3,150RemainingDistriFromCorpusAmt
Total Corpus$80,415TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,280ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$72,135ExcessDistriCyovToNextYrAmt
Excess From Year4$17,985ExcessFromYear4Amt
Excess From Year3$10,000ExcessFromYear3Amt
Excess From Year2$17,800ExcessFromYear2Amt
Excess From Year1$23,200ExcessFromYear1Amt
Excess From Current Year$3,150ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2
HADASSAH
4200 BISCAYNE BLVD 1MIAMIFL33137GENERAL FUND$1,000
MCGLANNAN SCHOOL
10770 SW 84TH STREETMIAMIFL33173GENERAL FUND$150GENERAL FUND
ANTI DEFAMATION LEAGUE
621 NW 53RD STREETBOCA RATONFL33487GENERAL FUND$1,000GENERAL FUND
FRIENDS OF THE IDF
2040 NE 163RD STREET 207NORTH MIAMI BEACHFL33162GENERAL FUND$1,000GENERAL FUND
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,150TotalGrantOrContriPdDurYrAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$150Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

ALAN WASERSTEIN
TRACI WASERSTEIN
STEVE WASERSTEIN

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$45,413EOYBookValueAmt
EOYFMV$45,413EOYFMVAmt