DEUTSCH FAM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DEUTSCH FAM FOUNDATION (EIN 65-6224006)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-12
- IRS object ID
- 201941029349100019
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-12T13:03:38-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-04-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANNY GARCIA CPA | PreparerPersonNm |
| PTIN | P01630199 | PTIN |
| Phone | 3056703370 | PhoneNum |
| Preparation | 2019-04-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 137.117.32.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-12 | IPDt |
| IP Tm | 13:03:38 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9CE693FA7728C64397FED6355BBDF3278C140BD8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BC05E0537DA54917D89DCEE93E1FBBD92C0D118A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $126,062 | 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 | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,138 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,942 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,062 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $385 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$4,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,570 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $110 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $110 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,377 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,460 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,628 | CashBOYAmt |
| Cash EOY | $17,103 | CashEOYAmt |
| Cash EOYFMV | $17,103 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $48 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,663 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $122,357 | CorporateStockBOYAmt |
| Corporate Stock EOY | $87,116 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $91,273 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,023 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $136,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $121,905 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $126,062 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $136,056 | UnrestrictedBOYAmt |
| Unrestricted EOY | $121,905 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $136,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $121,905 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $136,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $121,905 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $136,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,377 | ExcessRevenueOverExpensesAmt |
| Other Increases | $226 | OtherIncreasesAmt |
| Subtotal | $121,905 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $121,905 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $385 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,063 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $92,265 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.206611 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,675 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $59,461 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.280436 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,907 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $89,185 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.178360 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,498 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $125,255 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.227520 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,483 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $106,960 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.266296 | DistributionYr5Rt |
| Total Distribution | 1.159223 | TotalDistributionRt |
| Average Distribution | 0.231845 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $139,271 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,289 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $45 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,334 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,510 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $89 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $89 | SubtotalAmt |
| Tax Based On Investment Income | $89 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $89 | TaxDueAmt |
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 | $127,693 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,699 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $141,392 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $141,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,121 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $139,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $89 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $89 | TotalTaxAmt |
| Distributable Before Adj | $6,875 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,875 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,875 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,510 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,510 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $9,510 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,875 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $16,976 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,448 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,744 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,488 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,656 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,510 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,875 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,635 | RemainingDistriFromCorpusAmt |
| Total Corpus | $59,291 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $59,291 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,976 | ExcessFromYear4Amt |
| Excess From Year3 | $11,448 | ExcessFromYear3Amt |
| Excess From Year2 | $13,744 | ExcessFromYear2Amt |
| Excess From Year1 | $14,488 | ExcessFromYear1Amt |
| Excess From Current Year | $2,635 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BET SHIRA CONGREGATION | ||||||
| 7500 SW 120 ST | MIAMI | FL | 33156 | R | RELIGIOUS | $4,060 |
| UNIVERSITY OF MIAMI | ||||||
| PO BOX 248167 | CORAL GABLES | FL | 33124 | E | EDUCATIONAL | $1,250 |
| EMORY UNIVERSITY | ||||||
| 1762 CLIFTON ROAD NE | ATLANTA | GA | 30322 | E | EDUCATION | $250 |
| VACC | ||||||
| 3200 SW 60 CT SUITE 203 | MIAMI | FL | 33124 | C | CIVIC | $1,040 |
| ALPER JCC | ||||||
| 11155 SW 112 AVE | MIAMI | FL | 33176 | C | CIVIC | $350 |
| OTHER CONTRIBUTIONS APPROVED | ||||||
| VARIOUS | MIAMI | FL | 33173 | C | CIVIC | $1,250 |
| GREATER MIAMI JEWISH FEDERATION | ||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | C | CIVIC | $1,000 |
| CORAL GABLES COMMUNITY | ||||||
| 220 ALHAMBRA CIRCLE 320 | CORAL GABLES | FL | 33134 | C | CIVIC | $60 |
| UNITED WAY | ||||||
| 3250 SW 3 AVE | MIAMI | FL | 33129 | C | CIVIC | $150 |
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 731231718 | C | CIVIC | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,510 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,138 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$8,942 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$4,757 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$4,757 | 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 (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| INTL BUSINESS MACHINES CORP | 2017-12 | PURCHASE | 2018-11 | $30,582 | $39,928 | -$9,346 |
| AB WEALTH APPRECIATION | 2013-04 | PURCHASE | 2018-01 | $21 | $16 | $5 |
| AB WEALTH APPRECIATION | 2013-04 | PURCHASE | 2018-04 | $23 | $18 | $5 |
| AB WEALTH APPRECIATION | 2013-04 | PURCHASE | 2018-07 | $24 | $19 | $5 |
| AB WEALTH APPRECIATION | 2013-04 | PURCHASE | 2018-10 | $27 | $23 | $4 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BERNSTEIN SECURITIES | StockNm |
| EOY Book Value | $87,116 | EOYBookValueAmt |
| EOYFMV | $91,273 | 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 | $2,023 | BookValueAmt |
| EOYFMV | $2,023 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $15 | $15 |
| MANAGEMENT FEES | $95 | $95 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $226 | Amt |