STRATEGY STUDIO / PUBLIC DATA EXPLORER

BETTINA BARUCH FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
BETTINA BARUCH FOUNDATION INC (EIN 13-4066646)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-12
IRS object ID
201313169349100956
Schema version
2012v2.0
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)
Timestamp2013-11-12T11:04:39-08:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Curcio Wieselthier & Cohen CPAs PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line17 Penn Plaza Suite 1500AddressLine1
CityNew YorkCity
StateNYState
ZIP Code100013967ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN134066646EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BETTINA BARUCH FOUNDATION INCBusinessNameLine1
Business Name Line2CO ROBERT EDMONDSBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlBETTNameControl
Phone2128190089Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1630 THIRD AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT EDMONDSName
TitleVice PresidentTitle
Date Signed2013-11-12DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMARC WIESELTHIER CPAName
PTINP00030844PTIN
Phone2125579800Phone
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 EOY2337454FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss65912DividendsRevAndExpnss
Dividends Net Invst Incm65912DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss49827NetGainSaleAssetsRevAndExpnss
Gross Sales Price784373GrossSalesPrice
Capital Gain Net Incm Net Invst Incm49827CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm15893NetSTCGAdjNetIncm
Other Income Rev And Expnss332OtherIncomeRevAndExpnss
Other Income Net Invst Incm332OtherIncomeNetInvstIncm
Total Revenue And Expenses116071TotalRevenueAndExpenses
Total Net Investment Income116071TotalNetInvestmentIncome
Total Adjusted Net Income15893TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss24923CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm12000CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps12000CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss5000AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm2500AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps2500AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss30655OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm30655OtherProfFeesNetInvstIncm
Taxes Rev And Expnss575TaxesRevAndExpnss
Taxes Net Invst Incm575TaxesNetInvstIncm
Other Expenses Rev And Expnss950OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss62103TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm45730TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps14500TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss131500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps131500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss193603TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm45730TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps146000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-77532ExcessOfRevenueOverExpenses
Net Investment Income70341NetInvestmentIncome
Adjusted Net Income15893AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY178219SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY98512SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV98512SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY20014InvestmentsGovtObligBOY
Investments Govt Oblig EOY20011InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV22602InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY1862278InvestmentsCorpStockBOY
Investments Corp Stock EOY1924615InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV2216340InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY60159InvestmentsCorpBondsBOY
Total Assets BOY2120670TotalAssetsBOY
Total Assets EOY2043138TotalAssetsEOY
Total Assets EOYFMV2337454TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY2120670RetainedEarningsBOY
Retained Earnings EOY2043138RetainedEarningsEOY
Total Net Assets BOY2120670TotalNetAssetsBOY
Total Net Assets EOY2043138TotalNetAssetsEOY
Total Liabilities Net Assets BOY2120670TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2043138TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2120670TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-77532ExcessOfRevenueOverExpenses
Subtotal2043138Subtotal
Total Net Assets Fund Balances EOY2043138TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income49827CapitalGainNetIncome
Net Short Term Capital Gain Or Loss15893NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1116380QualifyingDistributionsYear1
Noncharitable Assets Year12311692NoncharitableAssetsYear1
Distribution Ratio Year10.05034DistributionRatioYear1
Qualifying Distributions Year2124728QualifyingDistributionsYear2
Noncharitable Assets Year22156034NoncharitableAssetsYear2
Distribution Ratio Year20.05785DistributionRatioYear2
Qualifying Distributions Year3108437QualifyingDistributionsYear3
Noncharitable Assets Year31589437NoncharitableAssetsYear3
Distribution Ratio Year30.06822DistributionRatioYear3
Qualifying Distributions Year4124772QualifyingDistributionsYear4
Noncharitable Assets Year42484463NoncharitableAssetsYear4
Distribution Ratio Year40.05022DistributionRatioYear4
Qualifying Distributions Year5122268QualifyingDistributionsYear5
Noncharitable Assets Year52979870NoncharitableAssetsYear5
Distribution Ratio Year50.04103DistributionRatioYear5
Total Distribution Ratio0.26767TotalDistributionRatio
Average Distribution Ratio0.05353AverageDistributionRatio
Net Noncharitable Assets2313626NetNoncharitableAssets
Adjusted Noncharitable Assets123858AdjustedNoncharitableAssets
One Percent Net Investment Income703OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One124561AdjNonchrtblAssetsAndOnePct
Qualifying Distributions146000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax703InvestmentIncomeExciseTax
Subtotal703Subtotal
Tax Based On Investment Income703TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1111EstTaxPaymentsAndOverpayment
Total Credits And Payments1111TotalCreditsAndPayments
Overpayment408Overpayment
Amount Credited To Next Year408AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT EDMONDS ESQBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2128190089BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1630 THIRD AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
EUGENIA EDMONDS
630 THIRD AVENUENEW YORKNY10017Trustee4.006000
ROBERT LEWIS
630 THIRD AVENUENEW YORKNY10017Treasurer1.006000
PATRICIA J LEWIS
630 THIRD AVENUENEW YORKNY10017President4.006923
ROBERT EDMONDS
630 THIRD AVENUENEW YORKNY10017Vice President4.006000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities2250149AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances98710AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets2348859TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets2348859AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable35233CashDeemedCharitable
Net Noncharitable Assets2313626NetNoncharitableAssets
Minimum Investment Return115681MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return115681MinimumInvestmentReturn
Tax Based On Investment Income703TaxBasedOnInvestmentIncome
Total Tax703TotalTax
Distributable Amount Before Adj114978DistributableAmountBeforeAdj
Distributable Amount Before Ded114978DistributableAmountBeforeDed
Distributable Amount As Adjusted114978DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions146000ExpensesAndContributions
Qualifying Distributions146000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm703OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions145297AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted114978DistributableAmountAsAdjusted
Undistributed Income Prior Year102873UndistributedIncomePriorYear
Qualifying Distributions146000QualifyingDistributions
Applied To Year1102873AppliedToYear1
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year43127AppliedToCurrentYear
Undistributed Income CY71851UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountRecipient RelationshipRecipientRelationshipAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityProvince Or StateRecipientForeignAddress/ProvinceOrStateCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCode
CAN DO CANINES ASSISTANCE DOGS
9440 SCIENCE CENTER DRIVENEW HOPEMN55428501(C)(3)CHARITABLE$1,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON RDKANABUT84741501(C)(3)CHARITABLE$500
UNIV OF CINCINNATI-CONSERV OF MUSIC
PO BOX 210003CINCINNATIOH45221501(C)(3)CHARITABLE$5,000
BARD COLLEGE
PO BOX 5000ANNANDALEONHUDSONNY12504501(C)(3)CHARITABLE$25,000
COLLABORATIVE ARTS INSTITUTE OF CHI
203 NORTH WABASH AVECHICAGOIL60601501(C)(3)CHARITABLE$1,500
CHELSEA OPERA
PO BOX 277NEW YORKNY10013501(C)(3)CHARITABLE$7,500
GEORGIA O'KEEFE MUSEUM
217 JOHNSON STSANTA FENM87501501(C)(3)CHARITABLE$8,000
EDUCATION THROUGH MUSIC
122 EAST 42ND STREETNEW YORKNY10168501(C)(3)CHARITABLE$5,000
THE PETS FOR THE ELDERLY FOUNDATION
PO BOX 226WICKLIFFEOH44092501(C)(3)CHARITABLE$4,000
WILLIE MAE ROCK CAMP FOR GIRLS
87 IRVING PLACEBROOKLYNNY11238501(C)(3)CHARITABLE$4,000
SCHOOL OF ARTS- NM
275 EAST ALAMEDASANTA FENM87501501(C)(3)CHARITABLE$4,000
UNIVERSITY OF MICHIGAN SCHOOL OF MU
2005 BAITS DRIVEANN ARBORMI48109501(C)(3)CHARITABLE$10,000N/A
SAN JOSE CHAMBER ORCHESTRA
75 EAST SANTA CLARA STREETSAN JOSECA95113501(C)(3)CHARITABLE$1,000N/A
COLORADO UNIVERSITY COLLEGE OF MUSI
301 UCBBOULDERCO80309501(C)(3)CHARITABLE$17,500N/A
CANADA'S NATIONAL BALLET SCHOOL
501(C)(3)CHARITABLE$1,000N/A400 JARVIS STREETTORONTOTORONTO, ONCAM4Y 2G6
SAN FRANCISCO CONSERVATORY OF MUSIC
50 OAK STREETSAN FRANCISCOCA94102501(C)(3)CHARITABLE$5,000N/A
NEW ENGLAND CONSERVATORY OF MUSIC
290 HUNTINGTON AVEBOSTONMA02115501(C)(3)CHARITABLE$5,000N/A
GUIDING EYES FOR THE BLIND INC
611 GRANITE SPRINGS RDYORKTOWN HEIGHTSNY10598501(C)(3)CHARITABLE$500N/A
DANBURY MUSIC CENTRE INC
256 MAIN STREETDANBURYCT06810501(C)(3)CHARITABLE$5,000N/A
BUGLISI DANCE THEATHER
229 WEST 42ND STREET STE 502NEW YORKNY10036501(C)(3)CHARITABLE$1,000N/A
BARD COLLEGE CONSERVATORY
BOX 5000ANNANDALENY12504501(C)(3)CHARITABLE$5,000N/A
ASSISTANCE DOGS OF THE WEST
BOX 31027SANTA FENM87594501(C)(3)CHARITABLE$15,000N/A
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year131500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$65,912ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income49827RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$66,244ExclusionAmount
Related Or Exempt Function Income49827RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA116071TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Amount$5,000Amount
Net Investment Income2500NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps2500DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
Revenue And Expenses Per Books332RevenueAndExpensesPerBooks

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
Amount$30,655Amount
Net Investment Income30655NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
Amount$575Amount
Net Investment Income575NetInvestmentIncome