BDH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BDH FOUNDATION (EIN 26-0479488)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-01
- IRS object ID
- 202021539349100202
- Schema version
- 2019v5.1
- 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 | 2020-06-01T08:15:18-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 299 Broadway Suite 600 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 1115 EAST 5TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BASSIE HURWITZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7186779493 | PhoneNum |
| Signature | 2020-05-21 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.38.194.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13014220201535000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-06-01 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AA506F816A36EA8643A15127C538D078EC166122 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DE450B269F24359DF2A184AC32481DBE1A17055C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,313,705 | 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 |
| Dividends Rev And Expnss | $118,211 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,211 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,757 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $505,596 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,757 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $136,968 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,968 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,185 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,168 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,020 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,081 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,081 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,481,847 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,134,691 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,248,090 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $321,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $676,694 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $734,607 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $325,015 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $336,331 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $277,018 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $909 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $909 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,178,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,201,706 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,313,705 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,178,373 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,201,706 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,178,373 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,201,706 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,178,373 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,201,706 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,178,373 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,333 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,201,706 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,201,706 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND | P | 2018-12-04 | 2019-10-07 | $192 | $184 | $8 | $8 |
| DAVIS NEW YORK VENTURE FUND | P | 2018-12-13 | 2019-11-13 | $7,493 | $6,697 | $796 | $796 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND | P | 2012-12-10 | 2019-10-07 | $2,685 | $2,315 | $370 | $370 |
| CHICAGO IL TXBL SER | P | 2017-05-23 | 2019-09-23 | $234,810 | $205,420 | $29,390 | $29,390 |
| DAVIS NEW YORK VENTURE FUND | P | 2012-12-19 | 2019-11-13 | $29,907 | $34,174 | -$4,267 | -$4,267 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND | P | 2008-01-04 | 2009-10-07 | $69,341 | $75,137 | -$5,796 | -$5,796 |
| AVONDALE AZ PJS | P | 2009-07-27 | 2019-07-01 | $50,000 | $50,000 | ||
| DAVIS NEW YORK VENTURE FUND | P | 2008-01-04 | 2019-11-13 | $21,303 | $27,823 | -$6,520 | -$6,520 |
| POMONA CA UNI SCH DIST | P | 2011-05-06 | 2019-08-01 | $10,000 | $10,089 | -$89 | -$89 |
| SANTA MONICA MALIBU USD | P | 2009-07-27 | 2019-08-01 | $75,000 | $75,000 | ||
| CAPITAL GAIN DIVIDENDS | P | $4,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,757 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,131,252 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051097 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $116,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,967,042 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058997 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,525 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,820,251 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046985 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $200,312 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,837,291 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.109026 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,407 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,927,081 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052103 | DistributionYr5Rt |
| Total Distribution | 0.318208 | TotalDistributionRt |
| Average Distribution | 0.063642 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,185,986 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $139,121 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,352 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $140,473 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $107,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,703 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,703 | SubtotalAmt |
| Tax Based On Investment Income | $2,703 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,093 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,093 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,390 | OverpaymentAmt |
| Applied To ES Tax | $6,390 | 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 | Yes (true) | 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 | 1115 EAST 5TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112303337 | 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 | ||||||||
| 1115 EAST 5TH STREET | BROOKLYN | NY | 11230 | PRESIDENT/SECRETARY | 0 | $0 | $0 | $0 |
| MEIR ELOZOR HURWITZ | ||||||||
| 1115 EAST 5TH STREET | BROOKLYN | NY | 11230 | TRUSTEE | 0 | $0 | $0 | $0 |
| CHAYA BRACHA HURWITZ | ||||||||
| 1115 EAST 5TH STREET | BROOKLYN | NY | 11230 | TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $2,132,873 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,493 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $909 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,219,275 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,219,275 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,185,986 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,299 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,299 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,703 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,703 | TotalTaxAmt |
| Distributable Before Adj | $106,596 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $106,596 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $106,596 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,650 | 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 | $107,650 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $107,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,596 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,549 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $110,373 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $19,407 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,484 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $140,813 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $106,596 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,054 | RemainingDistriFromCorpusAmt |
| Total Corpus | $141,867 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,549 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $135,318 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $110,373 | ExcessFromYear4Amt |
| Excess From Year2 | $19,407 | ExcessFromYear2Amt |
| Excess From Year1 | $4,484 | ExcessFromYear1Amt |
| Excess From Current Year | $1,054 | ExcessFromCurrentYearAmt |
| 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| TEN YAD HACHNASAS KALLAH | ||||||||
| 559 EMPIRE BLVD | BROOKLYN | NY | 11225 | NONE | PC | CHARITABLE | $13,000 | |
| KEREN SIMCHAS CHOSSON V'KALLAH | ||||||||
| 712 MONTGOMERY STREET | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $18,000 | |
| HURWITZ FAMILY FUND | ||||||||
| 439 W KENNETH RD | GLENDARE | CA | 91202 | NONE | PC | CHARITABLE | $15,000 | |
| AHAVAS CHESED | ||||||||
| 720 LEFFERTS AVENUE | BROOKLYN | NY | 11203 | NONE | PC | CHARITABLE | $1,800 | |
| NEFESH YEHUDA INC | ||||||||
| 1274 49 STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE | $10,000 | SUITE 282 |
| CONG ADAS YESHURUN | ||||||||
| 3418 AVENUE N | BROOKLYN | NY | 11234 | NONE | PC | CHARITABLE | $1,800 | |
| FRIENDSHIP CIRCLE OF WISCONSIN | ||||||||
| 500 WEST SILVER SPRING DRIVE | GLENDALE | WI | 53217 | NONE | PC | CHARITABLE | $5,000 | |
| YESHIVA OF STATEN ISLAND | ||||||||
| 289 HAROLD ST | STATEN ISLAND | NY | 10314 | NONE | PC | CHARITABLE | $600 | |
| ICPHH | ||||||||
| 1226 EAST 10TH ST | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE | $10,000 | |
| CHABAD OF UNION COUNTY | ||||||||
| 1400 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | NONE | PC | CHARITABLE | $3,600 | |
| CHABAD OF YONKERS | ||||||||
| 600 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PC | CHARITABLE | $10,000 | |
| CHABAD OF SOUTH ORLANDO | ||||||||
| POB 690282 | ORLANDO | FL | 32869 | NONE | PC | CHARITABLE | $1,800 | |
| YESHIVA OF GREATER WASHINGTON | ||||||||
| 2010 LINDEN LANE | SILVER SPRINGS | MD | 20910 | NONE | PC | CHARITABLE | $10,000 | |
| CONG BETH ARYEH | ||||||||
| 1069 EAST 4TH ST | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,600 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,211 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,757 | 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 | $136,968 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,968 | 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 (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS GROUP 4.084% | $89,587 | $82,128 |
| CITIGROUP INC 5.550% | $93,100 | $75,390 |
| BANK OF AMERICA | $47,669 | $37,625 |
| MORGAN STANLEY | $105,975 | $81,875 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2000 SELECT SECTOR SPDR | $48,177 | $61,560 |
| CAPITAL WORLD GROWTH & INCOME | $114,346 | $141,400 |
| DAVIS NY VENTURE FUND CLASS A | ||
| FIDELITY ADVISOR NEW INSIGHTS | $20,193 | $28,425 |
| OPPENHEIMER DEV MARKETS FUND | ||
| FRANKLIN INCOME FD | $246,814 | $254,061 |
| PIMCO INCOME | $247,164 | $249,161 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $1,134,691 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,248,090 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| EOY Book Value | $909 | EOYBookValueAmt |
| EOYFMV | $909 | EOYFMVAmt |
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 |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX | $185 |
| FEDERAL TAXES | $4,000 |
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