STRATEGY STUDIO / PUBLIC DATA EXPLORER

STEIN FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
STEIN FAMILY FOUNDATION (EIN 36-7139544)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-02-15
IRS object ID
201300509349100105
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-02-15T15:26:43-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN363553179EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KRUPNICK BOKOR KAGDA & BROOKS LTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13750 W DEVON AVENUEAddressLine1
CityLINCOLNWOODCity
StateILState
ZIP Code60712ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN367139544EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1STEIN FAMILY FOUNDATION MICHAEL GLEN STEIN-TRUSTEEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTEINameControl
Phone7732307762Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line19045 NORTH KEYSTONEAddressLine1
CitySKOKIECity
StateILState
ZIP Code60076ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICHAEL STEINName
TitleTRUSTEETitle
Phone7732307762Phone
Date Signed2013-02-19DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSANFORD BOKOR CPAName
PTINP00283458PTIN
Phone8476753585Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY82950FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss11000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss2502InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2502InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses13502TotalRevenueAndExpenses
Total Net Investment Income2502TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss440AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss30TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss470TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss23096ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps23096ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss23566TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps23096TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-10064ExcessOfRevenueOverExpenses
Net Investment Income2502NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY8014CashBOY
Cash EOY82950CashEOY
Cash EOYFMV82950CashEOYFMV
Other Notes And Loans Rcvbl BOY85000OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY0OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV0OtherNotesAndLoansRcvblEOYFMV
Total Assets BOY93014TotalAssetsBOY
Total Assets EOY82950TotalAssetsEOY
Total Assets EOYFMV82950TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY93014RetainedEarningsBOY
Retained Earnings EOY82950RetainedEarningsEOY
Total Net Assets BOY93014TotalNetAssetsBOY
Total Net Assets EOY82950TotalNetAssetsEOY
Total Liabilities Net Assets BOY93014TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY82950TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY93014TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-10064ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal82950Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY82950TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year125QualifyingDistributionsYear1
Noncharitable Assets Year17880NoncharitableAssetsYear1
Distribution Ratio Year10.003173DistributionRatioYear1
Qualifying Distributions Year2101381QualifyingDistributionsYear2
Noncharitable Assets Year2128050NoncharitableAssetsYear2
Distribution Ratio Year20.791730DistributionRatioYear2
Qualifying Distributions Year344677QualifyingDistributionsYear3
Noncharitable Assets Year3197000NoncharitableAssetsYear3
Distribution Ratio Year30.226787DistributionRatioYear3
Qualifying Distributions Year450578QualifyingDistributionsYear4
Qualifying Distributions Year564769QualifyingDistributionsYear5
Noncharitable Assets Year5469176NoncharitableAssetsYear5
Distribution Ratio Year50.138048DistributionRatioYear5
Total Distribution Ratio1.159738TotalDistributionRatio
Average Distribution Ratio0.231948AverageDistributionRatio
Net Noncharitable Assets39400NetNoncharitableAssets
Adjusted Noncharitable Assets9139AdjustedNoncharitableAssets
One Percent Net Investment Income25OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One9164AdjNonchrtblAssetsAndOnePct
Qualifying Distributions23096QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax25InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal25Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income25TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment817EstTaxPaymentsAndOverpayment
Total Credits And Payments817TotalCreditsAndPayments
Overpayment792Overpayment
Amount Credited To Next Year792AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithILStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMICHAEL STEINBooksInCareOfPersonName
Books In Care Of Phone Number8476753585BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line19045 N KEYSTONEAddressLine1
CitySKOKIECity
StateILState
ZIP Code60076ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MICHAEL G STEIN
9045 N KEYSTONESKOKIEIL60076TRUSTEE0.00000
RACHEL S STEIN
9045 N KEYSTONESKOKIEIL60076TRUSTEE0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities40000AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets40000TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets40000AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable600CashDeemedCharitable
Net Noncharitable Assets39400NetNoncharitableAssets
Minimum Investment Return1970MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1970MinimumInvestmentReturn
Tax Based On Investment Income25TaxBasedOnInvestmentIncome
Total Tax25TotalTax
Distributable Amount Before Adj1945DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1945DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1945DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions23096ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions23096QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm25OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions23071AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1945DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year334899ExcessDistriCarryoverYear3
Excess Distri Carryover Year294984ExcessDistriCarryoverYear2
Total Excess Distri Carryover129883TotalExcessDistriCarryover
Qualifying Distributions23096QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1945AppliedToCurrentYear
Remaining Distri From Corpus21151RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus151034TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year151034ExcessDistriCyovToNextYear
Excess From Year334899ExcessFromYear3
Excess From Year294984ExcessFromYear2
Excess From Current Year21151ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameMICHAEL STEINRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19045 KEYSTONE AVENUEAddressLine1
CitySKOKIECity
StateILState
ZIP Code60076ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number7732307762RecipientPhoneNumber
Form And Info And MaterialsWRITTEN APPLICATION INDICATING RELIGIOUS OR EDUCATIONAL PURPOSEFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsORGANIZED RELIGIOUS OR EDUCATIONAL INSTITUTIONS ONLYRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityProvince Or StateRecipientForeignAddress/ProvinceOrStateCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCode
AMERICAN PARDES FOUNDATION
5W 37TH ST RM 802NEW YORKNY10018NONEPUBLICRELIGIOUS/EDUCATIONAL$1,800
AMIT WOMEN
3856 W OAKTON STE BSKOKIEIL60076NONEPUBLICRELIGIOUS/EDUCATIONAL$720
JEWISH FREDERATION CHAMPAIGN URBANA
503 E JOHN STCHAMPAIGNIL61820NONEPUBLICEDUCATIONAL$1,000
CONGREGATION OR TORAH
3800 DEMPSTERSKOKIEIL60076NONEPUBLICRELIGIOUS/EDUCATIONAL$2,017
IDA CROWN JEWISH ACADEMY
2828 W PRATT AVENUECHICAGOIL60645NONEPUBLICRELIGIOUS/EDUCATIONAL$3,130
JEWISH COMMUNITY OF OTTAWA DVLPT FOUNDATION
NONEPUBLICRELIGIOUS/EDUCATIONAL$1,20021 NADOLNY SACHS PRIVATEOTTAWAONTARIOCAK2A 1R9
KEHILATH CHOVEVEI TZION
4000 WEST CHURCH STREETSKOKIEIL60076NONEPUBLICRELIGIOUS/EDUCATIONAL$1,425
THE ARK
6450 N CALIFORNIA AVENUECHICAGOIL60645NONEPUBLICSOCIAL WELFARE$2,900
VARIOUS ORGANIZED RELIGIOUS AND EDUCATIONAL ORGANIZATIONS
9045 N KEYSTONESKOKIEIL60076NONEPUBLICRELIGIOUS/EDUCATIONAL;LISTTOTAL 0$7,104
YESHIVA UNIVERSITY KOLLEL
2828 W PRATT AVENUECHICAGOIL60645NONEPUBLICRELIGIOUS/EDUCATIONAL$1,800
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year23096TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income2502RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income2502RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA2502TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number3LineNumber
Relationship StatementBALANCES WERE INVESTED TO GENERATE INCOME TO FUND TRUSTRelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualMICHAEL STEINContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line19045 NORTH KEYSTONEAddressLine1
CitySKOKIECity
StateILState
ZIP Code60076ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions11000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$440Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryILLINOIS CHARITY BUREAU FUNDCategory
Amount$30Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps