VICTOR AND PEARL TUMPEER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- VICTOR AND PEARL TUMPEER FOUNDATION (EIN 36-6102201)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201321339349101612
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T10:36:08-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TM FINANCIAL SERVICES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 WEST MAIN ST | AddressLine1 |
| City | RAMSEY | City |
| State | NJ | State |
| ZIP Code | 074461844 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366102201 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTOR AND PEARL TUMPEER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VICT | NameControl |
| Phone | 9736698573 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST ROAD | AddressLine1 |
| City | WEST ORANGE | City |
| State | NJ | State |
| ZIP Code | 07052 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD TRENK | Name |
| Title | Trustee | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas Mohle | Name |
| PTIN | P01066761 | PTIN |
| Phone | 2015466718 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1270616 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 914043 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 464 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 464 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 8082 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8082 | DividendsNetInvstIncm |
| Gross Sales Price | 950000 | GrossSalesPrice |
| Total Revenue And Expenses | 922589 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8546 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 31057 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 1619 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 4694 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4694 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 680 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 120 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 38170 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4694 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 88170 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4694 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 50000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 834419 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3852 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 345785 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 330139 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 380138 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 31352 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 31352 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 34736 | InvestmentsCorpStockEOYFMV |
| Investments Other EOY | 850065 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 855742 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 377137 | TotalAssetsBOY |
| Total Assets EOY | 1211556 | TotalAssetsEOY |
| Total Assets EOYFMV | 1270616 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 365128 | CapitalStockBOY |
| Capital Stock EOY | 365128 | CapitalStockEOY |
| Retained Earnings BOY | 12009 | RetainedEarningsBOY |
| Retained Earnings EOY | 846428 | RetainedEarningsEOY |
| Total Net Assets BOY | 377137 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1211556 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 377137 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1211556 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 377137 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 834419 | ExcessOfRevenueOverExpenses |
| Subtotal | 1211556 | Subtotal |
| Total Net Assets Fund Balances EOY | 1211556 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 77 | InvestmentIncomeExciseTax |
| Subtotal | 77 | Subtotal |
| Tax Based On Investment Income | 77 | TaxBasedOnInvestmentIncome |
| Tax Due | 77 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard Trenk | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9736698573 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST ROAD | AddressLine1 |
| City | WEST ORANGE | City |
| State | NJ | State |
| ZIP Code | 07052 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MICHAEL TRENK | ||||||
| 201 W 70th STREET APT 7F | NEW YORK | NY | 10023 | Trustee | 0.00 | 0 |
| PERA LEE TRENK | ||||||
| 800 FIFTH AVENUE 4B | NEW YORK | NY | 10065 | Trustee | 0.00 | 0 |
| RICHARD TRENK | ||||||
| 10 WEST ROAD | WEST ORANGE | NJ | 07052 | Trustee | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 476032 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 231787 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 707819 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 707819 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10617 | CashDeemedCharitable |
| Net Noncharitable Assets | 697202 | NetNoncharitableAssets |
| Minimum Investment Return | 34860 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 34860 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 77 | TaxBasedOnInvestmentIncome |
| Total Tax | 77 | TotalTax |
| Distributable Amount Before Adj | 34783 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 34783 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 34783 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 50000 | ExpensesAndContributions |
| Qualifying Distributions | 50000 | QualifyingDistributions |
| Adj Qualifying Distributions | 50000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 34783 | DistributableAmountAsAdjusted |
| Qualifying Distributions | 50000 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 34783 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 15217 | RemainingDistriFromCorpus |
| Total Corpus | 15217 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 15217 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 15217 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | NEW YORK STEM CELL FOUNDATION | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 178 COLUMBUS AVENUE 237064 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501c3 | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | Grant for scientific research | PurposeOfGrantOrContribution |
| Amount | $50,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 464 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 8082 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 8546 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8546 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JOSEPH J TUMPEER CRT dated 11984 | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 MT PLEASANT AVE STE 300 | AddressLine1 |
| City | WEST ORANGE | City |
| State | NJ | State |
| ZIP Code | 07052 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 914043 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TM FINANCIAL SERVICES | Category |
| Amount | $1,619 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | JP MORGAN CHASE & CO. - EQUITIES | NameOfStock |
| EOY Book Value | 31352 | EOYBookValue |
| EOYFMV | 34736 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| JP MORGAN CHASE & CO. - MUTUAL FUNDS | AT COST | 407173 | 412412 |
| JP MORGAN CHASE & CO. - CDs | AT COST | 442892 | 443330 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARTMAN, DOHERTY, ROSA | Category |
| Amount | $31,057 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK FEE | Description |
| Revenue And Expenses Per Books | 120 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO - INVEST. ADVISORY | Category |
| Amount | $4,694 | Amount |
| Net Investment Income | 4694 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| U.S. TREASURY | $580 |
| NY STATE TAX | $100 |