BETA

BDH FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BDH FOUNDATION (EIN 26-0479488)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201601339349101620
Schema version
2015v2.1
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)
Return2016-05-12T11:24:01-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCaryn GarfinklePreparerPersonNm
PTINP00015167PTIN
Phone7186779493PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,834,500FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$85,498DividendsRevAndExpnssAmt
Dividends Net Invst Incm$84,983DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,879NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,879GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,879CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$98,377TotalRevAndExpnssAmt
Total Net Invst Incm$97,862TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,525AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,525AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$302TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,602TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,525TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,775TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$199,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$199,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$203,102TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,525TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$201,275TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$104,725ExcessRevenueOverExpensesAmt
Net Investment Income$96,337NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$367,964SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,377SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,377SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,011,651USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,149,923USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,254,891USGovtObligationsEOYFMVAmt
Corporate Stock BOY$430,213CorporateStockBOYAmt
Corporate Stock EOY$448,504CorporateStockEOYAmt
Corporate Stock EOYFMV$395,356CorporateStockEOYFMVAmt
Corporate Bonds BOY$97,250CorporateBondsBOYAmt
Corporate Bonds EOY$183,549CorporateBondsEOYAmt
Corporate Bonds EOYFMV$163,876CorporateBondsEOYFMVAmt
Total Assets BOY$1,907,078TotalAssetsBOYAmt
Total Assets EOY$1,802,353TotalAssetsEOYAmt
Total Assets EOYFMV$1,834,500TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,907,078RetainedEarningBOYAmt
Retained Earning EOY$1,802,353RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,907,078TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,802,353TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,907,078TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,802,353TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,907,078TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$104,725ExcessRevenueOverExpensesAmt
Subtotal$1,802,353SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,802,353TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAIN DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gain Or Loss$12,879GainOrLossAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$12,879CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$100,407AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,927,081NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052103DistributionYr1Rt
Adjusted Qlfy Distri Yr2$103,559AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,832,764NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056504DistributionYr2Rt
Adjusted Qlfy Distri Yr3$90,290AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,788,637NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05048DistributionYr3Rt
Adjusted Qlfy Distri Yr4$66,023AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,592,044NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041471DistributionYr4Rt
Adjusted Qlfy Distri Yr5$41,510AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,339,175NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.030997DistributionYr5Rt
Total Distribution0.231555TotalDistributionRt
Average Distribution0.046311AverageDistributionRt
Net Vl Noncharitable Assets$1,837,291NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$85,087AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$963NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$86,050AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$201,275QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$963InvestmentIncomeExciseTaxAmt
Subtotal$963SubtotalAmt
Tax Based On Investment Income$963TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$23EsPenaltyAmt
Tax Due$986TaxDueAmt

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$1,761,624AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$103,646AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,865,270TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,865,270AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,979CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,837,291NetVlNoncharitableAssetsAmt
Minimum Investment Return$91,865MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$91,865MinimumInvestmentReturnAmt
Tax Based On Investment Income$963TaxBasedOnInvestmentIncomeAmt
Total Tax$963TotalTaxAmt
Distributable Before Adj$90,902DistributableBeforeAdjAmt
Distributable Before Ded$90,902DistributableBeforeDedAmt
Distributable As Adjusted$90,902DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$201,275ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$201,275QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$963PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$200,312AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,902DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$816ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,543ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,549ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,908TotalExcessDistributionCyovAmt
Qualifying Distributions$201,275QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$90,902AppliedToCurrentYearAmt
Remaining Distri From Corpus$110,373RemainingDistriFromCorpusAmt
Total Corpus$131,281TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$131,281ExcessDistriCyovToNextYrAmt
Excess From Year3$816ExcessFromYear3Amt
Excess From Year2$13,543ExcessFromYear2Amt
Excess From Year1$6,549ExcessFromYear1Amt
Excess From Current Year$110,373ExcessFromCurrentYearAmt
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 (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TEHILLAT NAAVA-SHLACH LACHMECHA
1415 59TH STREETBROOKLYNNY11219NONEPCCHARITABLE$1,000
TEN YAD HACHNASAS KALLAH
559 EMPIRE BLVDBROOKLYNNY11225NONEPCCHARITABLE$20,000
KEREN SIMCHAS CHOSSON V'KALLAH
712 MONTGOMERY STREETBROOKLYNNY11213NONEPCCHARITABLE$10,000
CONG OHR MENACHEM
1729 PRESIDENT STREETBROOKLYNNY11213NONEPCCHARITABLE$15,000
HURWITZ FAMILY FUND
439 W KENNETH RDGLENDARECA91202NONEPCCHARITABLE$12,000
AHAVAS CHESED
720 LEFFERTS AVENUEBROOKLYNNY11203NONEPCCHARITABLE$1,000
CHABAD SWB SOUTHWEST BROWARD
10601 STIRLING RDCOOPER CITYFL33328NONEPCCHARITABLE$4,500
EDUCATIONAL INST OHOLEI TORAH
667 EASTERN PARKWAYBROOKLYNNY11213NONEPCCHARITABLE$20,000
STRETTIRER BAIS HAMEDRASH
4608 BAY PARKWAYBROOKLYNNY11230NONEPCCHARITABLE$1,000
CHABAD LUBAVITCH HOSPITALITY CENTER
744 EASTERN PARKWAYBROOKLYNNY11213NONEPCCHARITABLE$10,000
AHAVA VE AHABA YESHIVA KETANA INC
2001 EAST 7TH STREETBROOKLYNNY11223NONEPCCHARITABLE$5,000
EPHRAIM AND MIRIAM CHARITABLE
1115 EAST 5THBROOKLYNNY11230NONEPCCHARITABLE$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$199,500TotalGrantOrContriPdDurYrAmt

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$85,498ExclusionAmt
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$12,879ExclusionAmt
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$98,377ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,377TotalIncomeProducingActyAmt

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 (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS GROUP 4.084%$84,262$77,000
CITIGROUP INC 5.550%$99,287$86,876

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
150 PROSHARES ULTRA FINAN$32,805$21,300
2000 SELECT SECTOR SPDR$48,177$47,660
CAPITAL INCOME BUILDER FUND$68,897$64,355
CAPITAL WORLD GROWTH & INCOME$89,955$94,695
DAVIS NY VENTURE FUND CLASS A$47,242$39,217
FIDELITY ADVISOR NEW INSIGHTS$13,229$16,932
IVY ASSET STRATEGY FUND CL A$71,092$59,391
OPPENHEIMER DEV MARKETS FUND$77,107$51,806

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$1,149,923StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,254,891StateLocalSecEOYFMVAmt

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$153
FEDERAL TAXES$149

Comments

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