BDH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BDH FOUNDATION (EIN 26-0479488)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202511359349102361
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T09:53:12-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brand Sonnenschine LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1641 East 16th Street FL 4 | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260479488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BASSIE HURWITZ TRUSTEE | InCareOfNm |
| Business Name Control | BDHF | BusinessNameControlTxt |
| Phone | 7186779493 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SPOOK ROCK ROAD | AddressLine1Txt |
| City | SUFFERN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 109012706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BASSIE HURWITZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7186779493 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bruce Tager | PreparerPersonNm |
| PTIN | P00631278 | PTIN |
| Phone | 2122190220 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,221,163 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $271 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $271 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,273 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,273 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$51,147 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $595,018 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,544 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Interest Rev And Expnss | $1,565 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $47 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,299 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,717 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,497 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $68,242 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,557 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,557 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,075,872 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,236,159 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,241,097 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $833,176 | CorporateStockBOYAmt |
| Corporate Stock EOY | $881,803 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $963,354 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $219,187 | CorporateBondsBOYAmt |
| Other Assets BOY | $1,914 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,155 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,155 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,198,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,134,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,221,163 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,198,391 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,134,674 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,198,391 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,134,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,198,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,134,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,198,391 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,717 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,134,674 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,134,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|---|
| ST COVERED | P | 2023-11-09 | 2024-05-15 | $400,000 | $394,559 | $5,441 | |
| MORGAN STANLEY MEDIUM TERM NOTE ACCRUED | P | 2016-09-22 | 2024-12-23 | $79,400 | $122,517 | -$43,117 | -$43,117 |
| LT NONCOVERED | P | $20,000 | $20,018 | -$18 | -$18 | ||
| GOLDMAN SACHS GRP INC | P | 2016-09-22 | 2024-12-23 | $80,139 | $103,630 | -$23,491 | -$23,491 |
| CAPITAL GAIN DIVIDENDS | P | $15,479 | |||||
| CAPITAL GAIN DIVIDENDS | P | $15,479 | |||||
| CAPITAL GAIN DIVIDENDS | P | $15,479 | |||||
| CAPITAL GAIN DIVIDENDS | P | $15,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$51,147 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,244 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,244 | SubtotalAmt |
| Tax Based On Investment Income | $1,244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,240 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,740 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,496 | OverpaymentAmt |
| Applied To ES Tax | $1,496 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BASSIE HURWITZ TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7186779493 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SPOOK ROCK ROAD | AddressLine1Txt |
| City | SUFFERN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 109012706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BASSIE HURWITZ | ||||||||
| 89 SPOOK ROCK ROAD | SUFFERN | NY | 109012706 | PRESIDENT/SECRETARY | 0 | $0 | $0 | $0 |
| MEIR ELOZOR HURWITZ | ||||||||
| 89 SPOOK ROCK ROAD | SUFFERN | NY | 109012706 | TRUSTEE | 0 | $0 | $0 | $0 |
| CHAYA BRACHA HURWITZ | ||||||||
| 89 SPOOK ROCK ROAD | SUFFERN | NY | 109012706 | TRUSTEE | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,153,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,692 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,155 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,195,584 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,195,584 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,934 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,162,650 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,133 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,133 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,244 | TotalTaxAmt |
| Distributable Before Adj | $106,889 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $106,889 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $106,889 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $99,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,889 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,054 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $1,040 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,094 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $99,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,094 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,094 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,795 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BASSIE HURWITZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEN YAD HACHNASAS KALLAH | |||||||
| 1291 PRESIDENT ST | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $20,000 |
| KEREN SIMCHAS CHOSSON V'KALLAH | |||||||
| 712 MONTGOMERY STREET | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $25,000 |
| HURWITZ FAMILY FUND | |||||||
| 439 W KENNETH RD | GLENDALE | CA | 91202 | NONE | PC | CHARITABLE | $23,500 |
| SIMCHAS SHABBOS V'YOM TOV | |||||||
| 596 MONTGOMERY STREET | BROOKLYN | NY | 11225 | NONE | PC | CHARITABLE | $5,500 |
| CONG ANSHEI S'FARD OF WESLEY HILLS | |||||||
| 42 POWDER HORN DRIVE | WESLEY HILLS | NY | 10901 | NONE | PC | CHARITABLE | $1,800 |
| FRIENDSHIP CIRCLE OF WISCONSIN | |||||||
| 8649 N PORT WASHINGTON RD | FOX POINT | WI | 53217 | NONE | PC | CHARITABLE | $3,600 |
| JEWISH EDUCATIONAL SERVICES | |||||||
| 10601 STIRLING ROAD | COOPER CITY | FL | 33328 | NONE | PC | CHARITABLE | $1,800 |
| DAAT CENTER | |||||||
| 177 CONCORD STREET | BROOKLYN | NY | 11210 | NONE | PC | CHARITABLE | $1,800 |
| CHABAD OF UNION COUNTY | |||||||
| 1400 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | NONE | PC | CHARITABLE | $5,000 |
| HATZOLAH OF ROCKLAND COUNTY | |||||||
| 19 GROVE STREET | MONSEY | NY | 10952 | NONE | PC | CHARITABLE | $1,000 |
| ROCKLAND RELIGIOUS SERVICES | |||||||
| 4 PHYLLIS TERRACE | MONSEY | NY | 10952 | NONE | PC | CHARITABLE | $5,000 |
| KEREN YAD V'EZER | |||||||
| 51 BLAUVENT ROAD | MONSEY | NY | 10952 | NONE | PC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,273 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$51,147 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,397 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm |
|---|
| GOLDMAN SACHS GROUP 4.084% |
| MORGAN STANLEY |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAPITAL WORLD GROWTH & INCOME | $153,564 | $213,061 |
| FIDELITY ADVISOR NEW INSIGHTS | $37,798 | $58,101 |
| FRANKLIN INCOME FD | $320,760 | $333,024 |
| PIMCO INCOME | $297,936 | $271,146 |
| ISHARES CORE S&P 500 | $36,027 | $45,917 |
| VANGUARD HIGH DIVIDE | $35,718 | $42,105 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $963,111 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $967,325 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $273,048 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $273,772 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $1,104 | $1,155 | $1,155 |
| DEFERRED INTEREST EXPENSE | $810 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES | $299 |
| EXCISE TAXES | $1,000 |
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