DEUTSCH FAM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DEUTSCH FAM FOUNDATION (EIN 65-6224006)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-02
- IRS object ID
- 202321539349100802
- Schema version
- 2022v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Tax Under Section511 Statement
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-02T10:30:20-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260547877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSDT & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 S DADELAND BLVD STE 600 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331562721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656224006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEUTSCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | STEVEN DEUTSCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEUT | BusinessNameControlTxt |
| Phone | 3053586329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6747 SW 122 DRIVE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN DEUTSCH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3053586329 | PhoneNum |
| Signature | 2023-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | DEUTSCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANNY GARCIA CPA | PreparerPersonNm |
| PTIN | P01630199 | PTIN |
| Phone | 3056703370 | PhoneNum |
| Preparation | 2023-06-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $333,919 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $76 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,279 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,603 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $519 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,441 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,441 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,543 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,315 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $159 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $159 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $159 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,629 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,086 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,216 | CashBOYAmt |
| Cash EOY | $15,670 | CashEOYAmt |
| Cash EOYFMV | $15,670 | CashEOYFMVAmt |
| Corporate Stock BOY | $61,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,173 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $315,733 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,100 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,516 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $83,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,943 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $333,919 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $83,029 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $67,943 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,943 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,029 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,943 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,086 | ExcessRevenueOverExpensesAmt |
| Subtotal | $67,943 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $67,943 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $519 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $44 | SubtotalAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $44 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $44 | TotalPaymentsAndCreditsAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANNY GARCIA CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3056703370 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 S DADELNAD BLVD STE 600 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN DEUTSCH | ||||||||
| 6747 SW 122 DR | MIAMI | FL | 33156 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| IANE D DEUTSCH | ||||||||
| 6747 SW 122 DR | MIAMI | FL | 33156 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $134,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $147,994 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $147,994 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $145,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44 | TotalTaxAmt |
| Distributable Before Adj | $7,245 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,245 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,245 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,470 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,470 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,245 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $14,488 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,635 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,925 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,195 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,970 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,213 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,470 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,245 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,225 | RemainingDistriFromCorpusAmt |
| Total Corpus | $62,438 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,488 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,950 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,635 | ExcessFromYear4Amt |
| Excess From Year3 | $9,925 | ExcessFromYear3Amt |
| Excess From Year2 | $10,195 | ExcessFromYear2Amt |
| Excess From Year1 | $13,970 | ExcessFromYear1Amt |
| Excess From Current Year | $11,225 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BET SHIRA CONGREGATION | ||||||||
| 7500 SW 120 ST | MIAMI | FL | 33156 | NONE | PC | RELIGIOUS | $4,260 | |
| MARCH OF THE LIVING | ||||||||
| PO BOX 560248 | MIAMI | FL | 33256 | NONE | PC | CIVIC | $3,400 | |
| CONCORD HOSPITAL TRUST | ||||||||
| 250 PLEASANT ST | CONCORD | NH | 03301 | NONE | PC | CIVIC | $2,500 | |
| GREATER MIAMI JEWISH FEDERATION | ||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PC | CIVIC | $1,250 | |
| TEMPLE B'NAI TZEDEK | ||||||||
| 10621 S GLEN RD | POTOMAC | MD | 20854 | NONE | PC | RELIGIOUS | $1,000 | |
| UNIVERSITY OF MIAMI LAW SCHOOL | ||||||||
| PO BOX 025388 | MIAMI | FL | 33102 | NONE | PC | EDUCATION | $1,000 | |
| VACC CAMP | ||||||||
| 3200 SW 60 CT | MIAMI | FL | 33124 | NONE | PC | CIVIC | $1,000 | SUITE 203 |
| GSD RESEARCH | ||||||||
| 20 SHERWOOD LANE | CHESHIRE LANE | CT | 06410 | NONE | PC | CIVIC | $500 | |
| FLORIDA BAR FOUNDATION | ||||||||
| 651 E JEFFERSON ST | TALLAHASSEE | FL | 32399 | NONE | PC | CIVIC | $500 | |
| DINO J GHILOTTI FOUNDATION | ||||||||
| 19 HIGHLAND AVENUE | MILL VALLEY | CA | 94941 | NONE | PC | CIVIC | $500 | |
| ALUMNI AND FRIENDS OF LAGUARDIA | ||||||||
| PO BOX 230015 | NEW YORK | NY | 10023 | NONE | PC | CIVIC | $500 | ANSONIA STATION |
| UM BASCOM PALMER EYE INSTITUTE | ||||||||
| PO BOX 016880 | MIAMI | FL | 33101 | NONE | PC | EDUCATION | $500 | |
| THE JEWISH FEDERATION OF NH | ||||||||
| 273 RIVER RD | BEDFORD | NH | 03110 | NONE | PC | RELIGIOUS | $360 | UNIT 5 |
| EMORY UNIVERSITY | ||||||||
| 1762 CLIFTON ROAD NE | ATLANTA | GA | 30322 | NONE | PC | EDUCATION | $250 | SUITE 1400 |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 13300 | TAMPA | FL | 33681 | NONE | PC | CIVIC | $250 | |
| HOLTON ARMS SCHOOL | ||||||||
| 7303 RIVER RD | BETHESDA | MD | 20817 | NONE | PC | EDUCATION | $250 | |
| PATRIOT RESILIENT | ||||||||
| PO BOX 7384 | GILFORD | NH | 03247 | NONE | PC | CIVIC | $250 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | NONE | PC | CIVIC | $100 | |
| THE MAIN IDEA | ||||||||
| 180 E PROSPECT AVENUE | MAMARONECK | NY | 10543 | NONE | PC | CIVIC | $100 | UNIT 178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,470 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,279 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,441 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $519 | ExclusionAmt |
| Related Or Exempt Function Incm | $228 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,315 | ExclusionAmt |
| Related Or Exempt Function Incm | $228 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,543 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | AB WEALTH APPRECIATION | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2022-12 | SoldDt |
| Gross Sales Price | $15,084 | GrossSalesPriceAmt |
| Basis | $14,856 | BasisAmt |
| Total Net | $228 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BERNSTEIN SECURITIES | StockNm |
| EOY Book Value | $50,173 | EOYBookValueAmt |
| EOYFMV | $315,733 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STATE OF ISRAEL BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,100 | BookValueAmt |
| EOYFMV | $2,516 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $75 | $75 |
| MANAGEMENT FEES | $84 | $84 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BERNSTEIN - NON-DIVIDEND DIST | Desc |
| Revenue And Expenses Per Books | $1,441 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,441 | NetInvestmentIncomeAmt |
Tax Under Section511 Statement TaxUnderSection511Statement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TAX UNDER 511 DOMESTIC SECTION 4947 | ExplanationTxt |