BETA

BDH FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BDH FOUNDATION (EIN 26-0479488)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-17
IRS object ID
201841379349100104
Schema version
2017v2.3
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)
Return2018-05-17T08:26:40-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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

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
Signature2018-05-15SignatureDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,271,863FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$395,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$77,581DividendsRevAndExpnssAmt
Dividends Net Invst Incm$77,581DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,667NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$59,634GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,667CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$482,248TotalRevAndExpnssAmt
Total Net Invst Incm$87,248TotalNetInvstIncmAmt
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$4,728TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,578TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,800TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,050TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$114,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$114,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$122,578TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,800TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$116,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$359,670ExcessRevenueOverExpensesAmt
Net Investment Income$85,448NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$76,444SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$220,708SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$220,708SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$965,522USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,157,654USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,252,575USGovtObligationsEOYFMVAmt
Corporate Stock BOY$470,992CorporateStockBOYAmt
Corporate Stock EOY$490,671CorporateStockEOYAmt
Corporate Stock EOYFMV$525,602CorporateStockEOYFMVAmt
Corporate Bonds BOY$309,624CorporateBondsBOYAmt
Corporate Bonds EOY$313,109CorporateBondsEOYAmt
Corporate Bonds EOYFMV$272,868CorporateBondsEOYFMVAmt
Other Assets EOY$110OtherAssetsEOYAmt
Other Assets EOYFMV$110OtherAssetsEOYFMVAmt
Total Assets BOY$1,822,582TotalAssetsBOYAmt
Total Assets EOY$2,182,252TotalAssetsEOYAmt
Total Assets EOYFMV$2,271,863TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,822,582RetainedEarningBOYAmt
Retained Earning EOY$2,182,252RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,822,582TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,182,252TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,822,582TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,182,252TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,822,582TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$359,670ExcessRevenueOverExpensesAmt
Subtotal$2,182,252SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,182,252TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHICAGO IL BRD ED SERP2015-05-152017-03-30$36,000$42,000-$6,000-$6,000
FLORIDA HSG FIN CORP REVP2008-11-062017-03-01$10,000$7,967$2,033$2,033
CAPITAL GAIN DIVIDENDSP$13,634
FieldValueIRS element (for citing)
Capital Gain Net Income$9,667CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$85,525AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,820,251NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046985DistributionYr1Rt
Adjusted Qlfy Distri Yr2$200,312AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,837,291NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.109026DistributionYr2Rt
Adjusted Qlfy Distri Yr3$100,407AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,927,081NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052103DistributionYr3Rt
Adjusted Qlfy Distri Yr4$103,559AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,832,764NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056504DistributionYr4Rt
Adjusted Qlfy Distri Yr5$90,290AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,788,637NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05048DistributionYr5Rt
Total Distribution0.315098TotalDistributionRt
Average Distribution0.06302AverageDistributionRt
Net Vl Noncharitable Assets$1,967,042NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$123,963AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$854NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$124,817AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$116,050QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,709InvestmentIncomeExciseTaxAmt
Subtotal$1,709SubtotalAmt
Tax Based On Investment Income$1,709TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Es Penalty$51EsPenaltyAmt
Overpayment$2,240OverpaymentAmt
Applied To ES Tax$2,240AppliedToESTaxAmt

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$1,905,734AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,153AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$110FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,996,997TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,996,997AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,955CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,967,042NetVlNoncharitableAssetsAmt
Minimum Investment Return$98,352MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$98,352MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,709TaxBasedOnInvestmentIncomeAmt
Total Tax$1,709TotalTaxAmt
Distributable Before Adj$96,643DistributableBeforeAdjAmt
Distributable Before Ded$96,643DistributableBeforeDedAmt
Distributable As Adjusted$96,643DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$116,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$116,050QualifyingDistributionsAmt
Adjusted Qualifying Distri$116,050AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$96,643DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$11,312ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,549ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$110,373ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$128,234TotalExcessDistributionCyovAmt
Qualifying Distributions$116,050QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$96,643AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,407RemainingDistriFromCorpusAmt
Total Corpus$147,641TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$147,641ExcessDistriCyovToNextYrAmt
Excess From Year4$11,312ExcessFromYear4Amt
Excess From Year3$6,549ExcessFromYear3Amt
Excess From Year2$110,373ExcessFromYear2Amt
Excess From Current Year$19,407ExcessFromCurrentYearAmt
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 (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
TEHILLAT NAAVA-SHLACH LACHMECHA
1415 59TH STREETBROOKLYNNY11219NONEPCCHARITABLE$1,000
TEN YAD HACHNASAS KALLAH
559 EMPIRE BLVDBROOKLYNNY11225NONEPCCHARITABLE$10,000
KEREN SIMCHAS CHOSSON V'KALLAH
712 MONTGOMERY STREETBROOKLYNNY11213NONEPCCHARITABLE$18,000
HURWITZ FAMILY FUND
439 W KENNETH RDGLENDARECA91202NONEPCCHARITABLE$6,000
CHABAD OF UNION CO
193 SOUTH AVENUEFANWOODNJ07023NONEPCCHARITABLE$3,600
CONG NACHLAS MOSHE
5202 19 AVENUEBROOKLYNNY11204NONEPCCHARITABLE$2,500
INTL COM FOR THE PRESERVATION
1226 EAST 10 STREETBROOKLYNNY11230NONEPCCHARITABLE$10,000
AHAVAS CHESED
720 LEFFERTS AVENUEBROOKLYNNY11203NONEPCCHARITABLE$1,800
AMERICAN FRIENDS OF TIFERET MOSHE BETZALEL
5322 18 AVENUEBROOKLYNNY11204NONEPCCHARITABLE$25,000
STRETTINER BAIS HAMEDRASH
4609 BAY PARKWAYBROOKLYNNY11230NONEPCCHARITABLE$1,000
CONG TIFERES YECHEZKEL
1379 58 STREETBROOKLYNNY11219NONEPCCHARITABLE$1,800
PARK HEIGHTS CONGREGATION GEMACH INC
3834 MENLO DRIVEBALTIMOREMD21215NONEPCCHARITABLE$1,000
NEFESH YEHUDA INC
1274 49 STREETBROOKLYNNY11219NONEPCCHARITABLE$30,000SUITE 282
CHEVRA AHAVATH ACHIM
489 EMPIRE BOULEVARDBROOKLYNNY11225NONEPCCHARITABLE$500
JEWISH FOUNDATION SCHOOL
400 CASWELL AVENUESTATEN ISLANDNY10314NONEPCCHARITABLE$1,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$114,000TotalGrantOrContriPdDurYrAmt

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$77,581ExclusionAmt
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$9,667ExclusionAmt
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$87,248ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$87,248TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMIRIAM HURWITZContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line139 WASHINGTON AVENUEAddressLine1Txt
CitySTATEN ISLANDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10314ZIPCd
FieldValueIRS element (for citing)
Total Contributions$395,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS GROUP 4.084%$82,741$71,212
CITIGROUP INC 5.550%$88,189$71,950
BANK OF AMERICA$42,711$34,862
MORGAN STANLEY$99,468$94,844

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
150 PROSHARES ULTRA FINAN$32,805$38,379
2000 SELECT SECTOR SPDR$48,177$55,820
REAL ESTATE SELECT SECTOR$9,049$9,157
CAPITAL INCOME BUILDER FUND$74,831$78,597
CAPITAL WORLD GROWTH & INCOME$103,076$125,726
DAVIS NY VENTURE FUND CLASS A$56,590$53,771
FIDELITY ADVISOR NEW INSIGHTS$15,729$23,035
IVY ASSET STRATEGY FUND CL A$72,961$66,487
OPPENHEIMER DEV MARKETS FUND$77,453$74,630

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$1,157,654StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,252,575StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
EOY Book Value$110EOYBookValueAmt
EOYFMV$110EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJ TO P/Y OVERSTATED INCOMEDesc
Amt$0Amt

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 (2 entries)

CategoryCategoryTxtAmtAmt
FOREIGN TAX$228
FEDERAL TAXES$4,500

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