STRATEGY STUDIO / PUBLIC DATA EXPLORER

JACOB AND ANITA PENZER FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JACOB AND ANITA PENZER FOUNDATION INC (EIN 65-0710609)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201223209349101322
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)
Timestamp2012-11-15T13:38:41-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN270120069EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1COOPERSMITH SIMON & VOGEL PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line150 CHARLES LINDBERGH BLVD STE 605AddressLine1
CityUNIONDALECity
StateNYState
ZIP Code11553ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN650710609EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JACOB & ANITA PENZER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJACONameControl
Phone5614962659Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O RICHARD PENZER 81 HARBORVIEWAddressLine1
Address Line2WESTAddressLine2
CityLAWRENCECity
StateNYState
ZIP Code115591911ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRICHARD PENZERName
TitleVICE PRES/TREASURERTitle
Phone5614962659Phone
Date Signed2012-11-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameWILLIAM A VOGELName
PTINP00209076PTIN
Phone5164835800Phone
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 EOY5079FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss4500ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses4500TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss363OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps363OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss363TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps363TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss4000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps4000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss4363TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps4363TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses137ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY4942CashBOY
Cash EOY5079CashEOY
Cash EOYFMV5079CashEOYFMV
Total Assets BOY4942TotalAssetsBOY
Total Assets EOY5079TotalAssetsEOY
Total Assets EOYFMV5079TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY4942UnrestrictedBOY
Unrestricted EOY5079UnrestrictedEOY
Total Net Assets BOY4942TotalNetAssetsBOY
Total Net Assets EOY5079TotalNetAssetsEOY
Total Liabilities Net Assets BOY4942TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY5079TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY4942TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses137ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal5079Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY5079TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1611QualifyingDistributionsYear1
Noncharitable Assets Year14868NoncharitableAssetsYear1
Distribution Ratio Year10.125514DistributionRatioYear1
Qualifying Distributions Year2661QualifyingDistributionsYear2
Noncharitable Assets Year24868NoncharitableAssetsYear2
Distribution Ratio Year20.135785DistributionRatioYear2
Qualifying Distributions Year3661QualifyingDistributionsYear3
Noncharitable Assets Year34873NoncharitableAssetsYear3
Distribution Ratio Year30.135645DistributionRatioYear3
Qualifying Distributions Year4661QualifyingDistributionsYear4
Noncharitable Assets Year44948NoncharitableAssetsYear4
Distribution Ratio Year40.133589DistributionRatioYear4
Qualifying Distributions Year5661QualifyingDistributionsYear5
Noncharitable Assets Year55008NoncharitableAssetsYear5
Distribution Ratio Year50.131989DistributionRatioYear5
Total Distribution Ratio0.662522TotalDistributionRatio
Average Distribution Ratio0.132504AverageDistributionRatio
Net Noncharitable Assets4868NetNoncharitableAssets
Adjusted Noncharitable Assets645AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One645AdjNonchrtblAssetsAndOnePct
Qualifying Distributions4363QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

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 Person NameANITA PENZERBooksInCareOfPersonName
Books In Care Of Phone Number5614962659BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line116882 RIVER BIRCH CIRCLEAddressLine1
CityDELRAY BEACHCity
StateFLState
ZIP Code334457055ZIPCode
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 (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ANITA PENZER
16882 RIVER BIRCH CIRCLEDELRAY BEACHFL334457055PRESIDENT/ DIRECTOR0.00000
MICHAEL PENZER
81 HARBORVIEW WESTLAWRENCENY115591911DIRECTOR0.00000
ARIEL PENZER
81 HARBORVIEW WESTLAWRENCENY115591911DIRECTOR0.00000
RICHARD PENZER
81 HARBORVIEW WESTLAWRENCENY115591911VICE PRES /TREAS /DIRECTOR0.00000
JACKI PENZER
81 HARBORVIEW WESTLAWRENCENY115591911SECRETARY/ DIRECTOR0.00000
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

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1
Amount10Amount1
All Oth Prog Rltd Investments Total0AllOthProgRltdInvestmentsTotal
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances4942AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets4942TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets4942AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable74CashDeemedCharitable
Net Noncharitable Assets4868NetNoncharitableAssets
Minimum Investment Return243MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return243MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj243DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded243DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted243DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions4363ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions4363QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions4363AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted243DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5411ExcessDistriCarryoverYear5
Excess Distri Carryover Year4414ExcessDistriCarryoverYear4
Excess Distri Carryover Year3417ExcessDistriCarryoverYear3
Excess Distri Carryover Year2418ExcessDistriCarryoverYear2
Excess Distri Carryover Year1368ExcessDistriCarryoverYear1
Total Excess Distri Carryover2028TotalExcessDistriCarryover
Qualifying Distributions4363QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year243AppliedToCurrentYear
Remaining Distri From Corpus4120RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus6148TotalCorpus
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 Year5411ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year5737ExcessDistriCyovToNextYear
Excess From Year4414ExcessFromYear4
Excess From Year3417ExcessFromYear3
Excess From Year2418ExcessFromYear2
Excess From Year1368ExcessFromYear1
Excess From Current Year4120ExcessFromCurrentYear

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 RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AGUDATH ISRAEL OF THE FIVE TOWNS
508 PENINSULA BLVDCEDARHURSTNY11516NONE501(C)(3)GENERAL$1,000
YESHEVA BETH YAHUDA
15751 LINCOLN DRIVESOUTHFIELDMI48076NONE501(C)(3)GENERAL$1,000
CONGREGATION BAIS MEDRASH
504 WEST BROADWAYCEDARHURSTNY11516NONE501(C)(3)GENERAL$1,000
KEHAL CHASIDE SKWER
38 WASHINGTON AVENUESPRING VALLEYNY10977NONE501(C)(3)GENERAL$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year4000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionN/ADescription
Amount$0Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionCORPORATION FILING FEESDescription
Revenue And Expenses Per Books363RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps363DisbursementsCharitablePrps