STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE ELINOR AND GABRIEL RUBIN FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE ELINOR AND GABRIEL RUBIN FOUNDATION (EIN 30-6267142)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201323199349101842
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)
Timestamp2013-11-15T14:52:52-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN341900735EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11675 N MILITARY TRAIL FIFTH FLOORAddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33486ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN306267142EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE ELINOR AND GABRIEL RUBIN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlELINNameControl
Phone5619887118Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12136 NW 60TH CIRCLEAddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33496ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT HAUPTName
TitleDIRECTORTitle
Phone5619887118Phone
Date Signed2013-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJUDY LEWISName
PTINP00968673PTIN
Phone5619945050Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnXInitialReturn
Exempt PFXExemptPF
FMV Assets EOY1232535FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss1235260ContriReceivedRevAndExpnss
Dividends Rev And Expnss22623DividendsRevAndExpnss
Dividends Net Invst Incm22623DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-1268NetGainSaleAssetsRevAndExpnss
Gross Sales Price100363GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses1256615TotalRevenueAndExpenses
Total Net Investment Income22623TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss90TaxesRevAndExpnss
Taxes Net Invst Incm90TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss272TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm0TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps272TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss22375OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm18750OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss22737TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm18840TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps272TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss20000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps20000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss42737TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm18840TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps20272TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses1213878ExcessOfRevenueOverExpenses
Net Investment Income3783NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY67716CashEOY
Cash EOYFMV67716CashEOYFMV
Investments Corp Stock BOY0InvestmentsCorpStockBOY
Investments Corp Stock EOY1146162InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1164819InvestmentsCorpStockEOYFMV
Total Assets BOY0TotalAssetsBOY
Total Assets EOY1213878TotalAssetsEOY
Total Assets EOYFMV1232535TotalAssetsEOYFMV
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 BOY0RetainedEarningsBOY
Retained Earnings EOY1213878RetainedEarningsEOY
Total Net Assets BOY0TotalNetAssetsBOY
Total Net Assets EOY1213878TotalNetAssetsEOY
Total Liabilities Net Assets BOY0TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1213878TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY0TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses1213878ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1213878Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1213878TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
500 ISHARES TR BARCLAYS BONDP2012-08-302012-10-166116663153-1987-1987
KRAFT FOODS GROUPP2012-05-182012-10-0274236797626626
500 MONDELEZ INTL INCP2012-05-182012-10-02138861257213141314
PIMCO HIGH INCOME FUNDP2012-05-182012-12-141625419109-2855-2855
CAPITAL GAINS DIVIDENDSP163416341634
FieldValueIRS element (for citing)
Capital Gain Net Income-1268CapitalGainNetIncome

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax76InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal76Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income76TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due76TaxDue

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 Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithFLStatesFiledWith
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 Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT HAUPTBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number5619887118BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12136 NW 60TH CIRCLEAddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33496ZIPCode
FieldValueIRS element (for citing)
Tax Exempt Interest Received0TaxExemptInterestReceived
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 Person1FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person1PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions1ActsFailToQualifyAsExceptions
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

FieldValueIRS element (for citing)
Person NameROBERT HAUPTPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line12136 NW 60TH CIRCLEAddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33496ZIPCode
FieldValueIRS element (for citing)
TitleDIRECTORTitle
Avg Hours Per Wk Devoted To Position5.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances3600ExpenseAccountOtherAllowances
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 Securities475744AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances71568AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets547312TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets547312AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable8210CashDeemedCharitable
Net Noncharitable Assets539102NetNoncharitableAssets
Minimum Investment Return26955MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return26955MinimumInvestmentReturn
Tax Based On Investment Income76TaxBasedOnInvestmentIncome
Total Tax76TotalTax
Distributable Amount Before Adj26879DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded26879DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted26879DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions20272ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions20272QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions20272AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted26879DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions20272QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year20272AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY6607UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
KIDS IN DISTRESS
819 NE 26TH STREETFORT LAUDERDALEFL33305OTHER PUBLIC CHARITYTO FURTHER THE ORGANIZATION'S QUALIFIED PURPOSE$5,000
BOCA RATON COMMUNITY HOSPITAL FOUNDATION INC
800 MEADOWS ROADBOCA RATONFL33486OTHER PUBLIC CHARITYTO FURTHER THE ORGANIZATION'S QUALIFIED PURPOSE$5,000
BUONICONTI FUND
PO BOX 016960MIAMIFL33101OTHER PUBLIC CHARITYTO FURTHER THE ORGANIZATION'S QUALIFIED PURPOSE$5,000
CHIERA FOUNDATION
4171 W HILLSBORO BLVD SUITE 11COCONUT CREEKFL33073OTHER PUBLIC CHARITYTO FURTHER THE ORGANIZATION'S QUALIFIED PURPOSE$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year20000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$22,623ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$1,268ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$21,355ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA21355TotalPartXVIA

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 IndividualELINOR BRENNER RUBIN IRREVOCABLE TRContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line12136 NW 60TH CIRCLEAddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33496ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions1235260AggregateContributions
Person Contribution TypeXPersonContributionType

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockINVESTMENTS - CHARLES SCHWABNameOfStock
EOY Book Value1146162EOYBookValue
EOYFMV1164819EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT ADVISORY FEES18750187500
BANK SERVICES FEES2500
LEASE360000

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategory
Amount$90Amount
Net Investment Income90NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps