Amberstone Tr, Bernstein S David Ttee in United Kingdom, (international)

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Amberstone Tr, Bernstein S David Ttee
Employer Identification Number (EIN)986048749
Name of OrganizationAmberstone Tr
Secondary NameBernstein S David Ttee
In Care of NameBegbies Chartered Accountants
AddressLondon Sw5 0hj, United Kingdom
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date06/1998
DeductibilityContributions are not deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$500,000 to $999,999
Income$10,000 to $24,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$943,540
Amount of Income$19,593
Form 990 Revenue Amount$36,367
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2013: $19,593 (it was $36,367 in 2011)
Amberstone Tr, Bernstein S David Ttee: 

 $19,593
Other organizations performing similar types of work: 

 $120,160

Assets in 2013: $943,540 (it was $1,131,800 in 2011)
This organization: 

 $943,540
Other organizations performing similar types of work: 

 $450,518

Expenses in 2013: $237,188
This organization: 

 $237,188
Other organizations performing similar types of work: 

 $61,287

Income to expenses ratio in 2013: 0.1
Amberstone Tr, Bernstein S David Ttee: 

 0.1
Other organizations performing similar types of work: 

 7.3

Grants share in income in 2013: 0.0%
Amberstone Tr, Bernstein S David Ttee: 

 0.0%
Other organizations performing similar types of work: 

 8.9%

Financial snapshot ($)

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$19,593$19,593$19,593
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$19,593
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$237,188$0$0$0
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$7,188$0$0
Contributions, gifts, grants paid$230,000
Excess of revenue over expenses and disbursements$-217,595
Net investment income$19,593
Adjusted net income$19,593
Balance Sheets
20112013
Book ValueFair Market ValueBook ValueFair Market Value
Total assets$1,131,800$1,418,852$943,540$1,312,519
Cash - non-interest-bearing$0$199,826
Investments-U.S. and state government obligations$0$0
Investments-corporate stock$1,074,388$743,714
Investments-corporate bonds$0$0
Investments-mortgage loans$0$0
Investments-other$0$0
Other assets$0
Total liabilities$0$0
Total liabilities and net assets/fund balances$1,131,800$943,540
Capital Gains and Losses for Tax on Investment Income
20112013
Capital gain net income$0$0
Net capital loss$0$0
Excise Tax Based on Investment Income
20112013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNo
Tax based on investment income$1,455$784
Total credits and payments$4,962$3,051
Current year estimated tax payments and previous year's overpayment credited to current year$0$0
Exempt foreign organizations-tax withheld at source$4,962$3,051
Tax paid with application for extension of time to file (Form 8868)$0$0
Backup withholding erroneously withheld$0$0
Any penalty for underpayment of estimated tax$0$0
Tax due$0
Overpayment$2,267
Amount to be credited to next year's estimated tax$0$0
Statements Regarding Activities
20112013
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?NoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?No
Has the foundation filed a tax return on Form 990-T for this year?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNo
Did any persons become substantial contributors during the tax year?No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041No
Statements Regarding Activities for Which Form 4720 May Be Required
20112013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNo
Agree to pay money or property to a government official?NoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?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))?NoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNo
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)?NoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
Minimum Investment Return
20112013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$0$0
Net value of noncharitable-use assets$0
Minimum investment return$0$0
Distributable Amount
20112013
Distributable amount$0$0
Undistributed Income
20112013
Distributable amount for this year$0$0
Undistributed income for this year. This amount must be distributed in the next year$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$0$19,593
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The Patterson Foundation2 N Tamiami Trl Ste 206, Sarasota, FL 34236-5585FL1997-04$75,305,780
2Wallace H Coulter Foundation790 Nw 107th Ave Ste 215, Miami, FL 33172-3158FL1997-07$64,864,567
3The Kimball Foundation1660 Bush St, San Francisco, CA 94109-5308CA1998-01$30,232,965
4Tuchman Family Foundation5251 Dtc Pkwy Ste 995, Englewood, CO 80111-2738CO1997-06$28,714,366
5Siemer Family Foundation1234 E Broad St, Columbus, OH 43205-1405OH1997-09$23,049,203
6Bakken Family Wrc Foundation90 S 7th St Ste 5300, Minneapolis, MN 55402-4120MN1996-09$22,395,247
7University System Of Georgia Foundation Inc270 Washington St Sw Fl 7, Atlanta, GA 30334-9009GA1997-04$20,049,164
8Stephen C & Patricia A Schott Foundation404 Saratoga Avenue, Santa Clara, CA 95050-7000CA1995-01$18,915,635
9Apotex Foundation IncToronto On, Canadainternational1998-05$11,934,936
10East Riding Charitable TrustLondon Ec4m 5te, Englandinternational1997-07$6,210,123
11Community Foundation Of The Virgin Islands IncPO BOX 11790, St Thomasinternational1992-04$3,320,864
12James And Barbara Cimino Foundation IncPO BOX 363328, San Juaninternational1995-06$2,112,514
13L Arche Daybreak Foundation U SRichmond Hill Ontario L4s 1l1, Canadainternational1996-11$749,000
14Erland And Rose Marie Karlsson FoundationUnited Kingdom, United Kingdominternational1997-10$371,095
15The Education Renaissance Trust, Boddy David Et Al TteeLondon Ec1n 8eh, United Kingdominternational1998-04$230,972
16Amberstone Tr, Bernstein S David TteeLondon Sw5 0hj, United Kingdominternational1998-06$19,593
17Gary Williams FoundationLondon Sw7 4ll, United Kingdominternational1998-07$1,422
18Emmett Augustus Jones FoundationWalton On Thames Surrey Kt125bs, United Kingdominternational1998-08$135
19Puma Foundation Ltd Mq Services Limited, Chancery HallBaseterre St Kits, St Kitts & Nevisinternational1998-03$5
20Apple CharityLondon Sw3 1lj, United Kingdominternational1997-12$1
Number of organizations performing similar types of work
Alaska3
Alabama54
Arkansas18
Arizona59
California546
Colorado120
Connecticut79
District of Columbia27
Delaware43
Florida350
Georgia158
Hawaii18
Iowa57
Idaho23
Illinois317
Indiana81
Kansas53
Kentucky41
Louisiana50
Massachusetts113
Maryland112
Maine18
Michigan202
Minnesota97
Missouri73
Mississippi27
Montana8
North Carolina155
North Dakota2
Nebraska42
New Hampshire19
New Jersey213
New Mexico23
Nevada42
New York524
Ohio206
Oklahoma52
Oregon60
Pennsylvania239
Rhode Island33
South Carolina40
South Dakota12
Tennessee49
Texas377
Utah46
Virginia120
Vermont7
Washington88
Wisconsin89
West Virginia9
Wyoming19
International12
Total5,225

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