BETA

BDH FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BDH FOUNDATION (EIN 26-0479488)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201901309349102475
Schema version
2018v3.1
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)
Return2019-05-10T14:30:27-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-05-09SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address100.33.133.138IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id13014220191305000022FederalOriginalSubmissionId
Federal Original Submission Id2019-05-10FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC2DA9BCC5BDCC92022FC10048C20443142902F09AtSubmissionCreationDeviceId
At Submission Filing Device Id9BD771179C5E465BAB13D99E25941A38C5CCCAD9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,103,769FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,029ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$91,342DividendsRevAndExpnssAmt
Dividends Net Invst Incm$91,342DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,040NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$283,685GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,040CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$112,411TotalRevAndExpnssAmt
Total Net Invst Incm$110,382TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,800AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,800AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,340TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,500OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,250OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,440TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,050TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,050TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$106,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$106,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$116,290TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,050TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$108,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,879ExcessRevenueOverExpensesAmt
Net Investment Income$107,332NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$220,708SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,020SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,020SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,157,654USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,481,847USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,524,547USGovtObligationsEOYFMVAmt
Corporate Stock BOY$490,671CorporateStockBOYAmt
Corporate Stock EOY$321,431CorporateStockEOYAmt
Corporate Stock EOYFMV$294,832CorporateStockEOYFMVAmt
Corporate Bonds BOY$313,109CorporateBondsBOYAmt
Corporate Bonds EOY$325,015CorporateBondsEOYAmt
Corporate Bonds EOYFMV$234,370CorporateBondsEOYFMVAmt
Other Assets BOY$110OtherAssetsBOYAmt
Total Assets BOY$2,182,252TotalAssetsBOYAmt
Total Assets EOY$2,178,313TotalAssetsEOYAmt
Total Assets EOYFMV$2,103,769TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,182,252RetainedEarningBOYAmt
Retained Earning EOY$2,178,373RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,182,252TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,178,373TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,182,252TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,178,373TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,182,252TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,879ExcessRevenueOverExpensesAmt
Subtotal$2,178,373SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,178,373TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CAPITAL INCOME BLDRP2017-06-152018-02-16$3,604$3,563$41$41
IVY FDS INCP2017-12-152018-02-16$1,958$1,868$90$90
CAPITAL INCOME BLDRP2012-03-192018-02-16$13,150$11,902$1,248$1,248
IVY FDS INCP2012-12-142018-02-16$15,741$15,937-$196-$196
SELECT SECTOR SPDR EFTP2016-09-222018-02-16$8,425$9,049-$624-$624
CAPITAL INCOME BLDRP2008-01-042018-02-16$61,518$59,366$2,152$2,152
IVY FDS INCP2008-07-152018-02-16$50,878$55,155-$4,277-$4,277
MICHIGAN ST TAXABLE GRANT ANTIP2009-07-072018-09-17$75,000$75,000
PROSHARES TR EFTP2008-08-122018-10-11$36,038$32,805$3,233$3,233
CAPITAL GAIN DIVIDENDSP$17,373
FieldValueIRS element (for citing)
Capital Gain Net Income$19,040CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$116,050AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,967,042NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058997DistributionYr1Rt
Adjusted Qlfy Distri Yr2$85,525AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,820,251NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046985DistributionYr2Rt
Adjusted Qlfy Distri Yr3$200,312AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,837,291NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.109026DistributionYr3Rt
Adjusted Qlfy Distri Yr4$100,407AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,927,081NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052103DistributionYr4Rt
Adjusted Qlfy Distri Yr5$103,559AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,832,764NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056504DistributionYr5Rt
Total Distribution0.323615TotalDistributionRt
Average Distribution0.064723AverageDistributionRt
Net Vl Noncharitable Assets$2,131,252NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$137,941AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,073NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$139,014AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$108,900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,147InvestmentIncomeExciseTaxAmt
Subtotal$2,147SubtotalAmt
Tax Based On Investment Income$2,147TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,240EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$6,240TotalPaymentsAndCreditsAmt
Overpayment$4,093OverpaymentAmt
Applied To ES Tax$4,093AppliedToESTaxAmt

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$2,022,358AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$141,350AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,163,708TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,163,708AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,456CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,131,252NetVlNoncharitableAssetsAmt
Minimum Investment Return$106,563MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$106,563MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,147TaxBasedOnInvestmentIncomeAmt
Total Tax$2,147TotalTaxAmt
Distributable Before Adj$104,416DistributableBeforeAdjAmt
Distributable Before Ded$104,416DistributableBeforeDedAmt
Distributable As Adjusted$104,416DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$108,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$108,900QualifyingDistributionsAmt
Adjusted Qualifying Distri$108,900AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$104,416DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$11,312ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,549ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$110,373ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$19,407ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$147,641TotalExcessDistributionCyovAmt
Qualifying Distributions$108,900QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$104,416AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,484RemainingDistriFromCorpusAmt
Total Corpus$152,125TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,312ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$140,813ExcessDistriCyovToNextYrAmt
Excess From Year4$6,549ExcessFromYear4Amt
Excess From Year3$110,373ExcessFromYear3Amt
Excess From Year1$19,407ExcessFromYear1Amt
Excess From Current Year$4,484ExcessFromCurrentYearAmt
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 (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
TEN YAD HACHNASAS KALLAH
559 EMPIRE BLVDBROOKLYNNY11225NONEPCCHARITABLE$23,000
KEREN SIMCHAS CHOSSON V'KALLAH
712 MONTGOMERY STREETBROOKLYNNY11213NONEPCCHARITABLE$25,000
HURWITZ FAMILY FUND
439 W KENNETH RDGLENDARECA91202NONEPCCHARITABLE$17,000
CONG NACHLAS MOSHE
5202 19 AVENUEBROOKLYNNY11204NONEPCCHARITABLE$1,800
AHAVAS CHESED
720 LEFFERTS AVENUEBROOKLYNNY11203NONEPCCHARITABLE$1,800
STRETTINER BAIS HAMEDRASH
4609 BAY PARKWAYBROOKLYNNY11230NONEPCCHARITABLE$1,000
NEFESH YEHUDA INC
1274 49 STREETBROOKLYNNY11219NONEPCCHARITABLE$15,000SUITE 282
AID L'SHALOM
2330 ESTCHESTER ROADBRONXNY10469NONEPCCHARITABLE$1,000
AHAVAS SHALOM
4609 BAY PARKWAYBROOKLYNNY11230NONEPCCHARITABLE$1,000
CONG OHR MENACHEM
1729 PRESIDENT STBROOKLYANNY11213NONEPCCHARITABLE$1,000
JEWISH CENTER OF ULYANOUSK
1371 44TH STBROOKLYNNY11213NONEPCCHARITABLE$1,000
CHABAD JEWISH LEARNING OF SPRINGFIELD
810 SOUTH SPRINGFIELD AVESPRNGFIELDNJ07081NONEPCCHARITABLE$500
CONG ADAS YESHURUN
3418 AVENUE NBROOKLYNNY11234NONEPCCHARITABLE$1,250
CONG BORO PARK
3014 AVENUE LBROOKLYNNY11210NONEPCCHARITABLE$10,000
FRIENDSHIP CIRCLE OF WISCONSIN
500 WEST SILVER SPRING DRIVEGLENDALEWI53217NONEPCCHARITABLE$1,000
YESHIVA OF STATEN ISLAND
289 HAROLD STSTATEN ISLANDNY10314NONEPCCHARITABLE$500
CHABAD OF WATERMILL
40 WINDING WAYWATERMILLNY11976NONEPCCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$106,850TotalGrantOrContriPdDurYrAmt

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$91,343ExclusionAmt
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$19,039ExclusionAmt
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$110,382ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$110,382TotalIncomeProducingActyAmt

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%$86,484$67,250
CITIGROUP INC 5.550%$90,779$67,620
BANK OF AMERICA$45,147$32,000
MORGAN STANLEY$102,605$67,500

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
150 PROSHARES ULTRA FINAN
2000 SELECT SECTOR SPDR$48,117$47,640
REAL ESTATE SELECT SECTOR
CAPITAL INCOME BUILDER FUND
CAPITAL WORLD GROWTH & INCOME$110,945$112,838
DAVIS NY VENTURE FUND CLASS A$66,275$46,775
FIDELITY ADVISOR NEW INSIGHTS$18,458$22,009
IVY ASSET STRATEGY FUND CL A
OPPENHEIMER DEV MARKETS FUND$77,636$65,570

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$1,481,847StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,524,547StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$110BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
NYS FILING FEE$250$250
BANK CHARGES$1,250$1,250

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FOREIGN TAX$340
FEDERAL TAXES$4,000

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