BETA

BDH FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BDH FOUNDATION (EIN 26-0479488)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-29
IRS object ID
202111199349100511
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-29T08:23:10-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Brand Sonnenschine LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1299 Broadway Suite 600AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260479488EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BDH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BASSIE HURWITZ TRUSTEEInCareOfNm
Business Name ControlBDHFBusinessNameControlTxt
Phone7186779493PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11115 EAST 5TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBASSIE HURWITZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7186779493PhoneNum
Signature2021-04-28SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBASSIEPersonFirstNm
Person LastHURWITZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,369,007FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$106,183DividendsRevAndExpnssAmt
Dividends Net Invst Incm$106,183DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,254NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$311,293GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,254CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$126,437TotalRevAndExpnssAmt
Total Net Invst Incm$126,437TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,825AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,825AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,900TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,825TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,075TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,160ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,160ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,060TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,825TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$107,235TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,377ExcessRevenueOverExpensesAmt
Net Investment Income$124,612NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$53,081SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$327,802SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$327,802SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,134,691USGovernmentObligationsBOYAmt
US Government Obligations EOY$890,419USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$959,734USGovtObligationsEOYFMVAmt
Corporate Stock BOY$676,694CorporateStockBOYAmt
Corporate Stock EOY$700,250CorporateStockEOYAmt
Corporate Stock EOYFMV$779,776CorporateStockEOYFMVAmt
Corporate Bonds BOY$336,331CorporateBondsBOYAmt
Corporate Bonds EOY$294,997CorporateBondsEOYAmt
Corporate Bonds EOYFMV$301,080CorporateBondsEOYFMVAmt
Other Assets BOY$909OtherAssetsBOYAmt
Other Assets EOY$615OtherAssetsEOYAmt
Other Assets EOYFMV$615OtherAssetsEOYFMVAmt
Total Assets BOY$2,201,706TotalAssetsBOYAmt
Total Assets EOY$2,214,083TotalAssetsEOYAmt
Total Assets EOYFMV$2,369,007TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,201,706RetainedEarningBOYAmt
Retained Earning EOY$2,214,083RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,201,706TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,214,083TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,201,706TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,214,083TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,201,706TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,377ExcessRevenueOverExpensesAmt
Subtotal$2,214,083SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,214,083TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BANK OF AMERICA CORPP2016-07-062020-12-28$50,000$49,726$274$274
CHICAGO IL TAXABLE PROJP2011-02-022020-07-21$118,645$101,275$17,370$17,370
FAU FIN CORP FL CAP IMPTP2015-03-272020-07-01$60,000$60,000
HAYWARD CA UNI SCH DISTP2012-01-102020-08-03$50,000$50,000
POMONA CA UNI SCH DISTP2011-05-062020-08-03$5,000$5,038-$38-$38
WASHOE CNTY NV HWY RECVP2015-03-272020-02-03$25,000$25,000
CAPITAL GAIN DIVIDENDSP$2,648
CAPITAL GAIN DIVIDENDSP$2,648
CAPITAL GAIN DIVIDENDSP$2,648
CAPITAL GAIN DIVIDENDSP$2,648
CAPITAL GAIN DIVIDENDSP$2,648
CAPITAL GAIN DIVIDENDSP$2,648
FieldValueIRS element (for citing)
Capital Gain Net Income$20,254CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,732InvestmentIncomeExciseTaxAmt
Subtotal$1,732SubtotalAmt
Tax Based On Investment Income$1,732TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,390EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$6,390TotalPaymentsAndCreditsAmt
Overpayment$4,658OverpaymentAmt
Applied To ES Tax$4,658AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BASSIE HURWITZ TRUSTEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7186779493PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11115 EAST 5TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112303337ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BASSIE HURWITZ
1115 EAST 5TH STREETBROOKLYNNY11230PRESIDENT/SECRETARY0$0$0$0
MEIR ELOZOR HURWITZ
1115 EAST 5TH STREETBROOKLYNNY11230TRUSTEE0$0$0$0
CHAYA BRACHA HURWITZ
1115 EAST 5TH STREETBROOKLYNNY11230TRUSTEE0$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,087,764AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$161,481AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$615FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,249,860TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,249,860AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,748CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,216,112NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,806MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$110,806MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,732TaxBasedOnInvestmentIncomeAmt
Total Tax$1,732TotalTaxAmt
Distributable Before Adj$109,074DistributableBeforeAdjAmt
Distributable Before Ded$109,074DistributableBeforeDedAmt
Distributable As Adjusted$109,074DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$107,235ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$107,235QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$107,235AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,074DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$110,373ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$19,407ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,484ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,054ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$135,318TotalExcessDistributionCyovAmt
Qualifying Distributions$107,235QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$107,235AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,839ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,839ExcessDistributionCyovAppCYAmt
Total Corpus$133,479TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$108,534ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$24,945ExcessDistriCyovToNextYrAmt
Excess From Year3$19,407ExcessFromYear3Amt
Excess From Year2$4,484ExcessFromYear2Amt
Excess From Year1$1,054ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBASSIE HURWITZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
TEN YAD HACHNASAS KALLAH
559 EMPIRE BLVDBROOKLYNNY11225NONEPCCHARITABLE$29,000
KEREN SIMCHAS CHOSSON V'KALLAH
712 MONTGOMERY STREETBROOKLYNNY11213NONEPCCHARITABLE$20,000
HURWITZ FAMILY FUND
439 W KENNETH RDGLENDARECA91202NONEPCCHARITABLE$12,000
AHAVAS CHESED
720 LEFFERTS AVENUEBROOKLYNNY11203NONEPCCHARITABLE$1,000
NEFESH YEHUDA INC
1274 49 STREETBROOKLYNNY11219NONEPCCHARITABLE$11,000SUITE 282
CHABAD OF UNION COUNTY
1400 MARTINE AVENUESCOTCH PLAINSNJ07076NONEPCCHARITABLE$5,000
CHABAD OF YONKERS
600 NORTH BROADWAYYONKERSNY10701NONEPCCHARITABLE$6,000
GATEWAYS
11 WALLENBERG CIRCLEMONSEYNY10952NONEPCCHARITABLE$9,000
LEV BAIS YAAKOV
3574 NOSTRAND AVENUEBROOKLYNNY11229NONEPCCHARITABLE$5,000
FRIENDS OF UNITED HATZALAH
208 EAST 51 STREETNEW YORKNY10022NONEPCCHARITABLE$1,800SUITE 303
CONG ANSHEI S'FARD OF WESLEY HILLS
42 POWDER HORN DRIVEWESLEY HILLSNY10901NONEPCCHARITABLE$1,360
CONG LUBAVITCH
770 EASTERN PARKWAYBROOKLYNNY11213NONEPCCHARITABLE$3,000
CONG OHEL MOSHE
849 OCEAN PARKWAYBROOKLYNNY11230NONEPCCHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,160TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$106,183ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$20,254ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$126,437ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$126,437TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS GROUP 4.084%$92,011$98,440
CITIGROUP INC 5.550%$95,082$95,140
BANK OF AMERICA
MORGAN STANLEY$107,904$107,500

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2000 SELECT SECTOR SPDR$48,177$58,960
CAPITAL WORLD GROWTH & INCOME$116,333$163,134
FIDELITY ADVISOR NEW INSIGHTS$22,844$35,143
FRANKLIN INCOME FD$258,688$261,603
PIMCO INCOME$254,208$260,936

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$890,419StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$959,734StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$909BOYBookValueAmt
EOY Book Value$615EOYBookValueAmt
EOYFMV$615EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS FILING FEEDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$5,000Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.