STRATEGY STUDIO / PUBLIC DATA EXPLORER

BNEI RACHMONIM FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
BNEI RACHMONIM FOUNDATION (EIN 75-3172425)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-11
IRS object ID
201211329349100541
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)
Timestamp2012-05-11T12:20:10-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Y GUTWEIN & CD DIER CPASBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1639 DAHILL RDAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11218ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN753172425EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BNEI RACHMONIM FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBNEINameControl
Phone7188539876Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11705 45TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11204ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLEON REICHName
TitlePRESIDENTTitle
Phone7188539876Phone
Date Signed2012-05-09DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCHAIM D DIER CPAName
Phone7184361926Phone
Date Prepared2012-05-11DatePrepared
Self EmployedXSelfEmployed
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 EOY190035FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss23086ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss3InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm3InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm3InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss7936DividendsRevAndExpnss
Dividends Net Invst Incm7936DividendsNetInvstIncm
Dividends Adj Net Incm7936DividendsAdjNetIncm
Capital Gain Net Incm Net Invst Incm20902CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm3295NetSTCGAdjNetIncm
Total Revenue And Expenses31025TotalRevenueAndExpenses
Total Net Investment Income28841TotalNetInvestmentIncome
Total Adjusted Net Income11234TotalAdjustedNetIncome
Accounting Fees Rev And Expnss475AccountingFeesRevAndExpnss
Accounting Fees Adj Net Incm475AccountingFeesAdjNetIncm
Taxes Rev And Expnss170TaxesRevAndExpnss
Taxes Adj Net Incm170TaxesAdjNetIncm
Tot Opr Expenses Rev And Expnss645TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm645TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss8258ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps8258ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss8903TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm645TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps8258TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses22122ExcessOfRevenueOverExpenses
Net Investment Income28841NetInvestmentIncome
Adjusted Net Income10589AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY6001CashBOY
Cash EOY97082CashEOY
Cash EOYFMV97082CashEOYFMV
Investments Corp Stock BOY142013InvestmentsCorpStockBOY
Investments Corp Stock EOY93957InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV92953InvestmentsCorpStockEOYFMV
Total Assets BOY148014TotalAssetsBOY
Total Assets EOY191039TotalAssetsEOY
Total Assets EOYFMV190035TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY148014UnrestrictedBOY
Unrestricted EOY191039UnrestrictedEOY
Total Net Assets BOY148014TotalNetAssetsBOY
Total Net Assets EOY191039TotalNetAssetsEOY
Total Liabilities Net Assets BOY148014TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY191039TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY148014TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses22122ExcessOfRevenueOverExpenses
Other Increases20903OtherIncreases
Subtotal191039Subtotal
Total Net Assets Fund Balances EOY191039TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceDepreciationDepreciationCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossFMV As Of123169FMVAsOf123169Adjusted Basis As Of123169AdjustedBasisAsOf123169Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasisGains Minus Excess Or LossesGainsMinusExcessOrLosses
200 SH CON EDISOND2010-12-272011-12-15119770992220550002055
200 SH CON EDISOND2011-07-072011-12-151197801073812400001240
200 SH CON EDISOND2007-12-042011-12-15119770984621310002131
200 SH CON EDISOND2009-12-182011-12-15119780907429040002904
750 SH CON EDISOND2004-12-172011-12-16450660326181244800012448
50.013 SH LOW PRICE STOCKD2004-12-172011-02-0820000199730003
47.081 SH LOW PRICE STOCKD2004-12-172011-05-03200001879121000121
FieldValueIRS element (for citing)
Capital Gain Net Income20902CapitalGainNetIncome
Net Short Term Capital Gain Or Loss3295NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Qualifying Distributions Year125466QualifyingDistributionsYear1
Noncharitable Assets Year1145794NoncharitableAssetsYear1
Distribution Ratio Year10.174671DistributionRatioYear1
Qualifying Distributions Year223238QualifyingDistributionsYear2
Noncharitable Assets Year2154237NoncharitableAssetsYear2
Distribution Ratio Year20.150664DistributionRatioYear2
Qualifying Distributions Year354273QualifyingDistributionsYear3
Noncharitable Assets Year3116599NoncharitableAssetsYear3
Distribution Ratio Year30.465467DistributionRatioYear3
Qualifying Distributions Year4168862QualifyingDistributionsYear4
Noncharitable Assets Year4203689NoncharitableAssetsYear4
Distribution Ratio Year40.829019DistributionRatioYear4
Qualifying Distributions Year5187140QualifyingDistributionsYear5
Noncharitable Assets Year5337645NoncharitableAssetsYear5
Distribution Ratio Year50.554251DistributionRatioYear5
Total Distribution Ratio2.174072TotalDistributionRatio
Average Distribution Ratio0.434814AverageDistributionRatio
Net Noncharitable Assets11574NetNoncharitableAssets
Adjusted Noncharitable Assets5033AdjustedNoncharitableAssets
One Percent Net Investment Income288OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One5321AdjNonchrtblAssetsAndOnePct
Qualifying Distributions8258QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax288InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal288Subtotal
Tax Based On Investment Income288TaxBasedOnInvestmentIncome
Tax Paid Original Return0TaxPaidOriginalReturn
Tax Due288TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameTHE FOUNDATIONBooksInCareOfPersonName
Books In Care Of Phone Number7188539876BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11705 45TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11204ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
LEON REICH
1705 45 STBROOKLYNNY11204TRUSTEE0000
ESTHER REICH
1705 45 STBROOKLYNNY11204TRUSTEE0000
YOSEF REICH
1528 46 STBROOKLYNNY11219TRUSTEE0000
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

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities7750AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances4000AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets11750TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets11750AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable176CashDeemedCharitable
Net Noncharitable Assets11574NetNoncharitableAssets
Minimum Investment Return579MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return579MinimumInvestmentReturn
Tax Based On Investment Income288TaxBasedOnInvestmentIncome
Total Tax288TotalTax
Distributable Amount Before Adj291DistributableAmountBeforeAdj
Distributable Amount Before Ded291DistributableAmountBeforeDed
Distributable Amount As Adjusted291DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions8258ExpensesAndContributions
Qualifying Distributions8258QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm288OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions7970AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted291DistributableAmountAsAdjusted
Excess Distri Carryover Year5186521ExcessDistriCarryoverYear5
Excess Distri Carryover Year4169195ExcessDistriCarryoverYear4
Excess Distri Carryover Year354273ExcessDistriCarryoverYear3
Excess Distri Carryover Year223238ExcessDistriCarryoverYear2
Excess Distri Carryover Year125466ExcessDistriCarryoverYear1
Total Excess Distri Carryover458693TotalExcessDistriCarryover
Qualifying Distributions8258QualifyingDistributions
Remaining Distri From Corpus8258RemainingDistriFromCorpus
Total Corpus466951TotalCorpus
Undistributed Income CY291UndistributedIncomeCY
Excess Distri Cyov From Year5186521ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year280430ExcessDistriCyovToNextYear
Excess From Year4169195ExcessFromYear4
Excess From Year354273ExcessFromYear3
Excess From Year223238ExcessFromYear2
Excess From Year125466ExcessFromYear1
Excess From Current Year8258ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerLEON REICHContributingManager
Shareholder ManagerNONEShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BONEI OLAM
1755 46TH STREETBROOKLYNNY11204N/ACHARITY$100
CONG NACHLAS BORUCH
1643 43RD STREETBROOKLYNNY11204N/ACHARITY$1,899
KOLEL AVRAICHIM D'BOBOV OF MONSEY
18 JILL LANEMONEYNY10952N/ACHARITY$100
KOLEL CHIBAS JERUSALEM
4802A 12TH AVEBROOKLYNNY11219N/ACHARITY$114
YESHIVA KETANA OF QUEENS
78-15 PARSONS BLVDFLUSHINGNY11366N/ACHARITY$1,750
ZICHRON SHLOMO REFFUA FUND
1319 51ST STREETBROOKLYNNY11219N/ACHARITY$50
BNOS ZION OF BOBOV
5000 14TH AVEBROOKLYNNY11219N/ACHARITY$750
CONG CHASDEI SHLOMO
4715 15TH AVEBROOKLYNNY11219N/ACHARITY$100
CONG SHAAREI ZION BOBOV
4715 15TH AVEBROOKLYNNY11219N/ACHARITY$1,835
EZRAS YSROEL
4601 14TH AVEBROOKLYNNY11219N/ACHARITY$36
IRGUN SHIUREI TORAH
4609 16TH AVEBROOKLYNNY11204N/ACHARITY$100
KEDUSHAS ZION
1532 47TH STREETBROOKLYNNY11219N/ACHARITY$358
KEREN CHASANIM BOBOV
1736 56TH STREETBROOKLYNNY11204N/ACHARITY$236
SLABODKA YESHIVA
169 PRKVILLE AVEBROOKLYNNY11230N/ACHARITY$600
TALMUD TORAH D'BOBOV MONSEY
111 MAPLE AVESPRING VALLEYNY10977N/ACHARITY$50
YESHIVA MEOR YITZCHOK
65 DYKSTARS WAY EASTMONSEYNY10952N/ACHARITY$180
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year8258TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Business Code900001BusinessCode
Unrelated Business Income$3UnrelatedBusinessIncomeAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Business Code900001BusinessCode
Unrelated Business Income$7,936UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$7,939UnrelatedBusinessIncomeAmount
FieldValueIRS element (for citing)
Total Part XVIA7939TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualLEON ESTHER REICHContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11705 45TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11204ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions23086AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryCHAIM D DIER CPA TAX PREPARATIONCategory
Amount$475Amount
Adjusted Net Income475AdjustedNetIncome

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionN/ADescription

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (6 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
COMM NET LEASE PROPERTY2065026380
CON EDISON1234812406
EMPIRE DISTRICT ELECTRIC2230021090
FIDELITY LOW PRICED STOCK2874127144
GABELLI EQUITY TRUST INC74565165
LOUISIANA PACIFIC CORP STOCK2462768

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescriptionAmountAmount
CAPITAL GAINS$20,902
ROUNDING$1

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountAdjusted Net IncomeAdjustedNetIncome
FEDERAL TAXES$120120
NYS FEES$5050