BETTE AND ROBERT FINE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BETTE AND ROBERT FINE FOUNDATION INC (EIN 20-2048735)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201203209349101380
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T12:34:56-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOENIGMANN & COHEN CPA'S PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 PINELAWN RD SUITE 201W | AddressLine1 |
| City | MELVILLE | City |
| State | NY | State |
| ZIP Code | 11747 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202048735 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETTE AND ROBERT FINE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BETT | NameControl |
| Phone | 2126200500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 AVENUE OF THE AMERICAS 3RD FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10013 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER FINE | Name |
| Title | DIRECTOR | Title |
| Phone | 2126200500 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH G HOENIGMANN | Name |
| Phone | 6317531105 | Phone |
| Date Prepared | 2012-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 47298 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1854 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1854 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 1854 | InterestOnSavingsAdjNetIncm |
| Total Revenue And Expenses | 1854 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1854 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1854 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1050 | AccountingFeesRevAndExpnss |
| Interest Rev And Expnss | 1 | InterestRevAndExpnss |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1101 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 92500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 92500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 93601 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 92500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -91747 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1854 | NetInvestmentIncome |
| Adjusted Net Income | 1854 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 236 | CashBOY |
| Cash EOY | 797 | CashEOY |
| Cash EOYFMV | 797 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 139147 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 46501 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 46501 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 139383 | TotalAssetsBOY |
| Total Assets EOY | 47298 | TotalAssetsEOY |
| Total Assets EOYFMV | 47298 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 139383 | RetainedEarningsBOY |
| Retained Earnings EOY | 47298 | RetainedEarningsEOY |
| Total Net Assets BOY | 139383 | TotalNetAssetsBOY |
| Total Net Assets EOY | 47298 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 139383 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 47298 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 139383 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -91747 | ExcessOfRevenueOverExpenses |
| Subtotal | 47636 | Subtotal |
| Other Decreases | 338 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 47298 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 147466 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 196695 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.749719 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 35000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 261486 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.133850 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 50000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 172821 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.289317 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 49947 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 134933 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.370161 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 24977 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 82653 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.302191 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.845238 | TotalDistributionRatio |
| Average Distribution Ratio | 0.369048 | AverageDistributionRatio |
| Net Noncharitable Assets | 117139 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 43230 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 19 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 43249 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 92500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 19 | InvestmentIncomeExciseTax |
| Subtotal | 19 | Subtotal |
| Tax Based On Investment Income | 19 | TaxBasedOnInvestmentIncome |
| Tax Due | 19 | TaxDue |
| Amount Credited To Next Year | 0 | 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 |
| 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 Person Name | PETER FINE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2126200500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 AVE OF AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10013 | ZIPCode |
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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PETER FINE | ||||||||
| 155 AVE OF AMERICAS | NEW YORK | NY | 10013 | DIRECT/PRES | 1.00 | 0 | 0 | 0 |
| MARC ALTHEIM | ||||||||
| 155 AVE OF AMERICAS | NEW YORK | NY | 10013 | DIRECTOR/VP | 1.00 | 0 | 0 | 0 |
| BETTE FINE | ||||||||
| 185 WEST END AVE | NEW YORK | NY | 10023 | DIR/SEC/TREA | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 118923 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 118923 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 118923 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1784 | CashDeemedCharitable |
| Net Noncharitable Assets | 117139 | NetNoncharitableAssets |
| Minimum Investment Return | 5857 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5857 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 19 | TaxBasedOnInvestmentIncome |
| Total Tax | 19 | TotalTax |
| Distributable Amount Before Adj | 5838 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 5838 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 5838 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 92500 | ExpensesAndContributions |
| Qualifying Distributions | 92500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 19 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 92481 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5838 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 17023 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 43306 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 41448 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 22045 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 137699 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 261521 | TotalExcessDistriCarryover |
| Qualifying Distributions | 92500 | QualifyingDistributions |
| Applied To Current Year | 5838 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 86662 | RemainingDistriFromCorpus |
| Total Corpus | 348183 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 17023 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 331160 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 43306 | ExcessFromYear4 |
| Excess From Year3 | 41448 | ExcessFromYear3 |
| Excess From Year2 | 22045 | ExcessFromYear2 |
| Excess From Year1 | 137699 | ExcessFromYear1 |
| Excess From Current Year | 86662 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER FINE | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | PETER FINE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 AVE OF AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2126200500 | RecipientPhoneNumber |
| Form And Info And Materials | BY LETTER | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| FRIENDS OF RODEPH SHOLOM | |||||
| 7 WEST 83RD STREET | NEW YORK | NY | 10024 | CHARITY | $62,500 |
| UNITED JEWISH COUNCIL | |||||
| 235 EAST BROADWAY | NEW YORK | NY | 10002 | CHARITY | $20,000 |
| SPENCE SCHOOL | |||||
| 22 EAST 91ST STREET | NEW YORK | NY | 10128 | CHARITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 92500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,854 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,854 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1854 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $1,050 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| PETER FINE |
| MARC ALTHEIM |
| BETTE FINE |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PENALTIES | Description |
| Amount | $338 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| ANNUAL FILING FEES | 50 |