Harold Rubenstein Family Charitable Foundation in Washington, District of Columbia (DC)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in District of Columbia
| Harold Rubenstein Family Charitable Foundation | |
| Employer Identification Number (EIN) | 046041597 |
| Name of Organization | Harold Rubenstein Family Charitable Foundation |
| In Care of Name | Raphael And Raphael Llp |
| Address | 1824 Phelps Pl Nw, Washington, DC 20008-1850 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 08/1953 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,132,564 |
| Amount of Income | $2,140,137 |
| Form 990 Revenue Amount | $262,152 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $209,943 | $209,943 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $46,192 | |||
| Dividends and interest from securities | $90,216 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $73,535 | |||
| Total expenses and disbursements | $302,419 | $47,991 | $0 | $248,105 |
| Compensation of officers, directors, trustees, etc. | $36,000 | |||
| Total operating and administrative expenses | $66,194 | $47,991 | $11,880 | |
| Contributions, gifts, grants paid | $236,225 | |||
| Excess of revenue over expenses and disbursements | $-92,476 | |||
| Net investment income | $161,952 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,097,940 | $4,491,690 |
| Cash - non-interest-bearing | $268,113 | |
| Investments-U.S. and state government obligations | $355,183 | |
| Investments-corporate stock | $2,877,592 | |
| Investments-corporate bonds | $530,489 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $48,563 | |
| Other | $18,000 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,097,940 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $73,535 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $3,239 |
| Total credits and payments | $4,400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,400 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,161 |
| Amount to be credited to 2013 estimated tax | $1,161 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $4,482,349 |
| Net value of noncharitable-use assets | $4,415,120 |
| Minimum investment return | $220,756 |
| Distributable Amount (for 2012) | |
| Distributable amount | $217,517 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $217,517 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in District of Columbia | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Hanns-Seidel-Foundation Usa Inc | 3212 O St Nw Ste 4, Washington, DC 20007-3272 | DC | 2008-11 | $172,874 |
| 2 | Hardwood Federation Inc | 1101 K St Nw No 700, Washington, DC 20005-4210 | DC | 2004-04 | $469,873 |
| 3 | Goodworks International Foundation Inc | 1700 K Street Nw, Washington, DC 20006 | DC | 2002-01 | $924,797 |
| 4 | Global Network Of People Living With Hiv-Aids North America | 727 15th Street Nw 200, Washington, DC 20005 | DC | 2004-11 | $0 |
| 5 | Group For Cultural Documentation Inc | 117 Ingraham St Nw, Washington, DC 20011-6617 | DC | 1992-03 | $12,271 |
| 6 | Halo Trust Usa Inc, Landmine Removal-The Halo Trust Usa | 1730 Rhode Island Ave Nw Ste 403, Washington, DC 20036-3118 | DC | 1999-07 | $20,757,294 |
| 7 | Green Valley Apartments | 2412 Franklin St Ne, Washington, DC 20018-4213 | DC | 1968-10 | $913,124 |
| 8 | Greater Washington Business Aviation Association Inc | General Aviation Terminal Hangar 7, Washington, DC 20001 | DC | 2005-06 | $0 |
| 9 | Healthcare Billing And Management Association Inc | 2025 M St Nw Ste 800, Washington, DC 20036-2422 | DC | 1996-12 | $1,741,307 |
| 10 | Harold & Sylvia Greenberg Family Foundation Inc | 4200 Massachusetts Ave Nw Apt 514, Washington, DC 20016-4752 | DC | 2002-05 | $226,315 |
| 11 | Harold Rubenstein Family Charitable Foundation | 1824 Phelps Pl Nw, Washington, DC 20008-1850 | DC | 1953-08 | $2,140,137 |
| 12 | Harris Family Foundation, Harris John C Ttee | 3050 Military Rd Nw Apt 2104, Washington, DC 20015-1325 | DC | 2000-02 | $349,859 |
| 13 | Harrison Center For Career Education | 2303 14th St Nw Ste 100, Washington, DC 20009-4195 | DC | 1986-11 | $10,989,374 |
| 14 | Harvard Business School Club Of Washington | PO BOX 42740, Washington, DC 20015-6140 | DC | 2007-03 | $74,951 |
| 15 | Harvard Club Of Washington Dc | 3220 N Street Nw Suite 295, Washington Dc, DC 20007-2829 | DC | 1979-04 | $178,345 |
| 16 | Hasna Inc | 5151 Wisconsin Ave Nw Ste 375, Washington, DC 20016-4143 | DC | 1998-11 | $1,046,097 |
| 17 | Hatchet Publications Inc, Gw Hatchet | 2148 F St Nw, Washington, DC 20037-2712 | DC | 1993-12 | $182,245 |
| 18 | Heads Up-A University Neighborhood Initiative | 120 Q Street Ne, Washington, DC 20002-2100 | DC | 1996-08 | $1,242,712 |
| 19 | Health & Personal Care Dist Conf, William Moran | 1919 M Street Nw, Washington, DC 20036-3521 | DC | 1981-03 | $268,262 |
| 20 | Health And Climate Foundation | 1425 K St Nw Ste 350, Washington, DC 20005-3514 | DC | 2008-08 | $61,937 |
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