STRATEGY STUDIO / PUBLIC DATA EXPLORER

EFRAIM GRINBERG FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
EFRAIM GRINBERG FAMILY FOUNDATION (EIN 20-1944382)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-23
IRS object ID
201201449349100710
Schema version
2011v1.2
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)
Timestamp2012-05-23T14:26:20-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN112355064EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HOLTZ RUBENSTEIN REMINICK LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11430 BROADWAY - 17TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100183308ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201944382EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE EFRAIM GRINBERG FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlEFRANameControl
Phone2128488640Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 CENTRAL PARK WEST NO 4DAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10023ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameEFRAIM GRINBERGName
TitleTRUSTEETitle
Phone2128488640Phone
Date Signed2012-05-23DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSUSAN TEICHERName
PTINP00226488PTIN
Phone2126976900Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY535527FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss25000ContriReceivedRevAndExpnss
Dividends Rev And Expnss5113DividendsRevAndExpnss
Dividends Net Invst Incm5113DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses30113TotalRevenueAndExpenses
Total Net Investment Income5113TotalNetInvestmentIncome
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 Expnss1000AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm500AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps500AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1000TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm500TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps500TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss20000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps20000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss21000TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm500TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps20500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses9113ExcessOfRevenueOverExpenses
Net Investment Income4613NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY13034CashBOY
Cash EOY22147CashEOY
Cash EOYFMV22147CashEOYFMV
Investments Corp Stock BOY729300InvestmentsCorpStockBOY
Investments Corp Stock EOY729300InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV513380InvestmentsCorpStockEOYFMV
Total Assets BOY742334TotalAssetsBOY
Total Assets EOY751447TotalAssetsEOY
Total Assets EOYFMV535527TotalAssetsEOYFMV
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 BOY742334RetainedEarningsBOY
Retained Earnings EOY751447RetainedEarningsEOY
Total Net Assets BOY742334TotalNetAssetsBOY
Total Net Assets EOY751447TotalNetAssetsEOY
Total Liabilities Net Assets BOY742334TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY751447TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY742334TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses9113ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal751447Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY751447TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year177QualifyingDistributionsYear1
Noncharitable Assets Year1339072NoncharitableAssetsYear1
Distribution Ratio Year10.000227DistributionRatioYear1
Qualifying Distributions Year223073QualifyingDistributionsYear2
Noncharitable Assets Year2293321NoncharitableAssetsYear2
Distribution Ratio Year20.078661DistributionRatioYear2
Qualifying Distributions Year365169QualifyingDistributionsYear3
Noncharitable Assets Year3601895NoncharitableAssetsYear3
Distribution Ratio Year30.108273DistributionRatioYear3
Qualifying Distributions Year4109439QualifyingDistributionsYear4
Noncharitable Assets Year41042066NoncharitableAssetsYear4
Distribution Ratio Year40.105021DistributionRatioYear4
Qualifying Distributions Year569901QualifyingDistributionsYear5
Noncharitable Assets Year5528740NoncharitableAssetsYear5
Distribution Ratio Year50.132203DistributionRatioYear5
Total Distribution Ratio0.424385TotalDistributionRatio
Average Distribution Ratio0.084877AverageDistributionRatio
Net Noncharitable Assets444643NetNoncharitableAssets
Adjusted Noncharitable Assets37740AdjustedNoncharitableAssets
One Percent Net Investment Income46OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One37786AdjNonchrtblAssetsAndOnePct
Qualifying Distributions20500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax92InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal92Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income92TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment3074EstTaxPaymentsAndOverpayment
Total Credits And Payments3074TotalCreditsAndPayments
Overpayment2982Overpayment
Amount Credited To Next Year2982AmountCreditedToNextYear
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 WithDEStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameHOLTZ RUBENSTEIN REMINICK LLPBooksInCareOfPersonName
Books In Care Of Phone Number2126976900BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11430 BROADWAY- 17TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10018ZIPCode
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 (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowancesAddress Line2USAddress/AddressLine2
EFRAIM GRINBERG
115 CENTRAL PARK WEST - APT 4DNEW YORKNY10023PRESIDENT0.00000
ANDREW W REGAN
C/O SHEARMAN STERLING LLP 599NEW YORKNY10022DIRECTOR & SECRETARY0.00000LEXINGTON AVE
SHARON TRULOCK
C/O SHEARMAN STERLING LLP 599NEW YORKNY10022ASSISTANT SECRETARY0.00000LEXINGTON AVE
SUSAN TEICHER
C/O HOLTZ RUBENSTEIN REMINICK LLPNEW YORKNY10018TREASURER0.000001430 BROADWAY
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 Securities433370AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances18044AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets451414TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets451414AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable6771CashDeemedCharitable
Net Noncharitable Assets444643NetNoncharitableAssets
Minimum Investment Return22232MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return22232MinimumInvestmentReturn
Tax Based On Investment Income92TaxBasedOnInvestmentIncome
Total Tax92TotalTax
Distributable Amount Before Adj22140DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded22140DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted22140DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions20500ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions20500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions20500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted22140DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year545691ExcessDistriCarryoverYear5
Excess Distri Carryover Year460477ExcessDistriCarryoverYear4
Excess Distri Carryover Year335160ExcessDistriCarryoverYear3
Excess Distri Carryover Year28407ExcessDistriCarryoverYear2
Total Excess Distri Carryover149735TotalExcessDistriCarryover
Qualifying Distributions20500QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year20500AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus1640ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY1640ExcessDistriCyovAppliedCY
Total Corpus148095TotalCorpus
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 Year544051ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year104044ExcessDistriCyovToNextYear
Excess From Year460477ExcessFromYear4
Excess From Year335160ExcessFromYear3
Excess From Year28407ExcessFromYear2

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerEFRAIM GRINBERGContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1LINCOLN CENTERBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line170 LINCOLN CENTER PLAZAAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10023ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Recipient Foundation Status501(3)(C)RecipientFoundationStatus
Purpose Of Grant Or ContributionCHARITABLEPurposeOfGrantOrContribution
Amount$20,000Amount
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$5,113ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$5,113ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA5113TotalPartXVIA

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 IndividualEFRAIM GRINBERGContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1115 CENTRAL PARK WEST - APT 4DAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10023ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions25000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,000Amount
Net Investment Income500NetInvestmentIncome
Disbursements Charitable Prps500DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
MOVADO GROUP INC. CLASS A338250183350
MOVADO GROUP INC COMMON391050330030

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameEFRAIM GRINBERGPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 CENTRAL PARK WEST APT 4DAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10023ZIPCode