SUNRISE KLEIN FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SUNRISE KLEIN FOUNDATION INC (EIN 13-4097745)
- Tax period
- 2012-02-01 to 2013-01-31
- Filed
- 2013-06-12
- IRS object ID
- 201321639349100707
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-12T16:42:28-07:00 | Timestamp |
| Tax Period End Date | 2013-01-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morris Teichman & Co PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WEST 45TH STREET STE1102 | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 100364213 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-02-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134097745 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUNRISE KLEIN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUNR | NameControl |
| Phone | 2127191811 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O A KLEIN-307 SOUTH GRANDVIEW AVE | AddressLine1 |
| City | MONSEY | City |
| State | NY | State |
| ZIP Code | 10952 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ABRAHAM KLEIN | Name |
| Title | President | Title |
| Date Signed | 2013-06-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID TEICHMAN | Name |
| PTIN | P00637844 | PTIN |
| Phone | 2127269192 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 437040 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 100 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 100 | InterestOnSavingsNetInvstIncm |
| Other Income Rev And Expnss | 15948 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 16148 | TotalRevenueAndExpenses |
| Total Net Investment Income | 100 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 2 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 100 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 102 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 69501 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 69501 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 69603 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 69501 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -53455 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 100 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 488171 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 434717 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 434717 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 2325 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 2323 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 2323 | PrepaidExpensesEOYFMV |
| Other Assets EOY | 1 | OtherAssetsEOY |
| Total Assets BOY | 490496 | TotalAssetsBOY |
| Total Assets EOY | 437041 | TotalAssetsEOY |
| Total Assets EOYFMV | 437040 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 490496 | UnrestrictedBOY |
| Unrestricted EOY | 437041 | UnrestrictedEOY |
| Total Net Assets BOY | 490496 | TotalNetAssetsBOY |
| Total Net Assets EOY | 437041 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 490496 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 437041 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 490496 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -53455 | ExcessOfRevenueOverExpenses |
| Subtotal | 437041 | Subtotal |
| Total Net Assets Fund Balances EOY | 437041 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 324516 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 469447 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.69127 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1212724 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 935815 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.29590 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 601328 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2212737 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.27176 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 213216 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2330603 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.09149 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 133210 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2706206 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04922 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.39964 | TotalDistributionRatio |
| Average Distribution Ratio | 0.47993 | AverageDistributionRatio |
| Net Noncharitable Assets | 430851 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 206777 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 206778 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 69501 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2 | InvestmentIncomeExciseTax |
| Subtotal | 2 | Subtotal |
| Tax Based On Investment Income | 2 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2325 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2325 | TotalCreditsAndPayments |
| Overpayment | 2323 | Overpayment |
| Amount Credited To Next Year | 2323 | AmountCreditedToNextYear |
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 |
| States Filed With | NY | StatesFiledWith |
| 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 | A D KLEIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2127191811 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 GRANDVIEW AVE | AddressLine1 |
| City | MON | City |
| State | NY | State |
| ZIP Code | 109523305 | 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| BELLA KLEIN | ||||||
| 307 SOUTH GRANDVIEW AVE | MONSEY | NY | 10952 | Secretary | 0.00 | 0 |
| ABRAHAM KLEIN | ||||||
| 307 SOUTH GRANDVIEW AVE | MONSEY | NY | 10952 | President | 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 437412 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 437412 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 437412 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6561 | CashDeemedCharitable |
| Net Noncharitable Assets | 430851 | NetNoncharitableAssets |
| Minimum Investment Return | 21543 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21543 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2 | TaxBasedOnInvestmentIncome |
| Total Tax | 2 | TotalTax |
| Distributable Amount Before Adj | 21541 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 21541 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 21541 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 69501 | ExpensesAndContributions |
| Qualifying Distributions | 69501 | QualifyingDistributions |
| Adj Qualifying Distributions | 69501 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21541 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 98663 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 492969 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1166195 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 301132 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2058959 | TotalExcessDistriCarryover |
| Qualifying Distributions | 69501 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 21541 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 47960 | RemainingDistriFromCorpus |
| Total Corpus | 2106919 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 2106919 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 98663 | ExcessFromYear4 |
| Excess From Year3 | 492969 | ExcessFromYear3 |
| Excess From Year2 | 1166195 | ExcessFromYear2 |
| Excess From Year1 | 301132 | ExcessFromYear1 |
| Excess From Current Year | 47960 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ABRAHAM KLEIN | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE SUNRISE KLEIN FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 GRANDVIEW AVE | AddressLine1 |
| City | MONSEY | City |
| State | NY | State |
| ZIP Code | 10952 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8454261214 | RecipientPhoneNumber |
| Form And Info And Materials | N/A | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CONGREGATION ZICHRON YITZCHOK | |||||||
| 3 Deronde Rd | Monsey | NY | 10952 | NONE | EXEMPT | COMMUNITY & HUMAN SERVICES | $22,000 |
| MECHON L'HOYROA | |||||||
| 168 MAPLE AVENUE | MONSEY | NY | 10952 | NONE | EXEMPT | RELIGIOUS ORGANIZATION | $40,300 |
| CONGREGATION ATERES HATORAH OHEL YA | |||||||
| 3 CHALLENGER CT | MONSEY | NY | 10952 | NONE | EXEMPT | RELIGIOUS ORGANIZATION | $7,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 69501 | 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 | 100 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 15948 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 16048 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 16048 | 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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| EOY Book Value | 1 | EOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Filing Fee | Description |
| Revenue And Expenses Per Books | 100 | RevenueAndExpensesPerBooks |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 15948 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | Category |
| Amount | $2 | Amount |