MUNA AND BASEM HISHMEH FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MUNA AND BASEM HISHMEH FOUNDATION INC (EIN 65-1270242)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201511339349101851
- Schema version
- 2014v5.0
- 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
- Schedule B
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T11:22:54-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651270242 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Muna & Basem Hishmeh Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MUNA & BASEM HISHMEH FDN | InCareOfNm |
| Business Name Control | MUNA | BusinessNameControlTxt |
| Phone | 9544581778 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 S Ocean Drive | AddressLine1Txt |
| Address Line2 | Suite 3104 | AddressLine2Txt |
| City | Hallandale Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | basem l hishmeh | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 9544581778 | PhoneNum |
| Signature | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 9544581778 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,080,714 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $262 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $262 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $98,259 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,259 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $358,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,604,503 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $358,047 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $956,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $456,568 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $91,112 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $91,112 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,386 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,615 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $28,764 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,387 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,377 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $135,262 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,114 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $385,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,114 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,377 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $571,306 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $360,454 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $414,589 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $485,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $485,498 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $200,278 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $220,164 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $218,471 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,838,992 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,319,503 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,376,745 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,453,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,025,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,080,714 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,453,859 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,025,165 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,453,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,025,165 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,453,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,025,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,453,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $571,306 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,025,165 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,025,165 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,604,503 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,246,456 | CostOrOtherBasisAmt |
| Gain Or Loss | $358,047 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $358,047 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $358,047 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $256,080 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,092,704 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06257 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $334,934 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,691,463 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090732 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $397,683 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,885,823 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.102342 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $274,946 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,855,626 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07131 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $233,833 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,632,227 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064377 | DistributionYr5Rt |
| Total Distribution | 0.391331 | TotalDistributionRt |
| Average Distribution | 0.078266 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,446,789 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $348,032 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,605 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $351,637 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $277,377 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,209 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,209 | SubtotalAmt |
| Tax Based On Investment Income | $7,209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,109 | 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 | NJ | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNA & BASEM HISHMEH FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9544581778 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 S Ocean Drive Unit 3104 | AddressLine1Txt |
| City | Hallendale Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33009 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Basem L Hishmeh | ||||||
| 1850 S Ocean Drive | Hallandale Beach | FL | 33009 | Pres / Dir | 1.0 | $0 |
| Muna Hishmeh | ||||||
| 1850 S Ocean Drive | Hallandale Beach | FL | 33009 | Dir / Sec | 1.0 | $0 |
| Robert Hishmeh | ||||||
| 1850 S Ocean Drive | Hallandale Beach | FL | 33009 | Dir / Treas | 1.0 | $0 |
| Amal Ibrahimaj | ||||||
| 1850 S Ocean Drive | Hallandale Beach | FL | 33009 | VP / Dir | 1.0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Wisconsin Ave Suite 300 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $91,112 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,179,021 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $335,486 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,514,507 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,514,507 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,718 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,446,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $222,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $222,339 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,209 | TotalTaxAmt |
| Distributable Before Adj | $215,130 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $215,130 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $215,130 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,377 | 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 | $277,377 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $277,377 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $215,130 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $84,609 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $205,664 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $150,647 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,516 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $498,436 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,377 | QualifyingDistributionsAmt |
| Applied To Current Year | $215,130 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,247 | RemainingDistriFromCorpusAmt |
| Total Corpus | $560,683 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $560,683 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,609 | ExcessFromYear4Amt |
| Excess From Year3 | $205,664 | ExcessFromYear3Amt |
| Excess From Year2 | $150,647 | ExcessFromYear2Amt |
| Excess From Year1 | $57,516 | ExcessFromYear1Amt |
| Excess From Current Year | $62,247 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BASEM L HISHMEH | ContributingManagerNm |
| Contributing Manager | MUNA HISHMEH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AL KAMANDJATI ASSOCIATION | |||||||||||
| PO BOX 943 | RAMALLAH | PALESTINE | IS | N/A | NC | Expenditure Responsibility Grant | $10,000 | ||||
| ARAB COMMUNITY CENTER FOR ECONOMIC & SOCIAL SVC | |||||||||||
| N/A | PC | Free Craft Sundays Program | $5,000 | 2651 SAULINO CT | DEARBORN | MI | 48120 | ||||
| ARAB COMMUNITY CENTER FOR ECONOMIC & SOCIAL SVC | |||||||||||
| N/A | PC | SURA Arts Academy project | $10,000 | 2651 SAULINO CT | DEARBORN | MI | 48120 | ||||
| CUYAHOGA VALLEY YOUTH BALLET | |||||||||||
| N/A | PC | Reach Out and Dance Programming Support | $2,500 | PO BOX 3131 | CUYAHOGA FLS | OH | 44223 | ||||
| EDWARD SAID NATIONAL CONSERVATORY OF MUSIC | |||||||||||
| AL ZAHRA ST NO 20 PO BOX 66676 | JERUSALEM | Palestine | IS | N/A | PC | General & Unrestricted | $40,000 | ||||
| FIRST RAMALLAH GROUP School of Dance Program | |||||||||||
| AL-TIREH ST PO BOX 2017 | RAMALLAH | PALESTINE | IS | N/A | NC | Expenditure Responsibility Grant | $30,000 | ||||
| FREE ARTS FOR ABUSED CHILDREN OF NEW YORK CITY INC | |||||||||||
| N/A | PC | General & Unrestricted | $15,000 | 1431 BROADWAY FL 7 | NEW YORK | NY | 10018 | ||||
| NATIONAL DANCE INSTITUTE INC | |||||||||||
| N/A | PC | Irene Diamond Summer Institute | $15,000 | 217 W 147TH ST | NEW YORK | NY | 10039 | ||||
| NEW 42ND STREET INC | |||||||||||
| N/A | PC | New Victory Children's Education Program | $15,000 | 229 W 42ND ST | NEW YORK | NY | 10036 | ||||
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | |||||||||||
| N/A | PC | very young composers and free concerts | $35,000 | 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | ||||
| RAWDAT EL-ZUHUR Music Art and Drama Program | |||||||||||
| PO BOX 19796 | JERUSALEM | PALESTINE | IS | N/A | NC | Expenditure Responsibility Grant | $20,000 | ||||
| ROUNDABOUT THEATRE COMPANY INC | |||||||||||
| N/A | PC | youth education | $15,000 | 231 W 39TH ST STE 1200 | NEW YORK | NY | 10018 | ||||
| THE MUSICAL ARTS ASSOCIATION | |||||||||||
| N/A | PC | Learning Through Music Program | $2,500 | 11001 EUCLID AVE | CLEVELAND | OH | 44106 | ||||
| THE ORTHODOX CLUB | |||||||||||
| AL-MAAHAD ST PO BOX 761 | RAMALLAH | PALESTINE | IS | N/A | NC | Expenditure Responsibility Grant | $10,000 | ||||
| THE WILLIAM PATERSON UNIVERSITY OF NEW JERSEY FDN | |||||||||||
| N/A | PC | Paterson Middle School System Music project and exchange activities with ESNCM Program | $25,000 | 300 POMPTON RD | WAYNE | NJ | 07470 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,259 | 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 | $358,047 | 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 | $456,568 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $456,568 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Hishmeh Basem L | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 S Ocean Drive Unit 3104 | AddressLine1Txt |
| City | Hallandale Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Rawdat El-Zuhur | ||||||||||
| PO Box 19796 | E Jerusalem | Palestine | IS | 2013-02-21 | $20,000 | Funding for Music, Art and Drama Program for Children with Learning difficulties | $20,000 | NO | 4/12/14 | None Necessary |
| Rawdat El-Zuhur | ||||||||||
| PO Box 19796 | E Jerusalem | Palestine | IS | 2014-02-21 | $20,000 | Funding for Music, Art and Drama Program for Children with learning difficulties | $20,000 | NO | 1/29/15 | None Necessary |
| First Ramallah Group | ||||||||||
| PO Box 2017 | Ramallah | Palestine | IS | 2013-02-21 | $30,000 | Funding for School of Dance | $30,000 | NO | 7/23/14 | None Necessary |
| First Ramallah Group | ||||||||||
| PO Box 2017 | Ramallah | Palestine | IS | 2014-03-06 | $30,000 | Funding for School of Dance | NO | Expected in 2015 | None Necessary | |
| The Orthodox Club | ||||||||||
| PO Box 761 | Ramallah | Palestine | IS | 2013-02-21 | $10,000 | Funding for Children's Dancing and Musical Program | $10,000 | NO | 7/21/14 | None Necessary |
| The Orthodox Club | ||||||||||
| PO box 761 | Ramallah | Palestine | IS | 2014-02-27 | $10,000 | Funding for Children's Dancing and Musical Programs | NO | Expected in 2015 | None Necessary | |
| Al Kamandjati Association | ||||||||||
| PO box 943 | Ramallah | Palestine | IS | 2014-03-06 | $10,000 | To support the Music Education Program | $10,000 | NO | 2/2/15 | None Necessary |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (225 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $12,724 | $24,648 |
| ABB LTD. | $14,009 | $13,346 |
| ABBVIE INC. | $5,324 | $11,452 |
| ACCOR SA LTD S/ADR | $13,473 | $12,422 |
| ACTAVIS PLC | $16,474 | $16,732 |
| ADT LTD. | $9,609 | $10,217 |
| AES CORP | $13,844 | $15,257 |
| AKZO NOBEL NV-ADR | $16,104 | $16,142 |
| ALASKA AIR GROUP INC | $9,708 | $14,462 |
| ALIBABA GROUP HOLDING LIMITED | $18,065 | $17,254 |
| ALLEGHENY TECH | $14,799 | $13,873 |
| ALLERGAN INC. | $6,791 | $6,803 |
| ALLIANZ SE ADR | $14,046 | $15,659 |
| ALLSTATE CORP | $22,547 | $31,051 |
| AMERICAN ELECTRIC POWER INC. | $11,929 | $16,455 |
| AMERICAN EXPRESS CO | $18,463 | $30,052 |
| AMERICAN TOWER REIT INC | $14,690 | $19,671 |
| AMERIPRISE FINANCIAL INC | $12,169 | $28,566 |
| AMGEN INC | $9,200 | $9,557 |
| ANHEUSER BUSCH COS INC | $10,877 | $19,656 |
| ANTHEM INC | $27,943 | $34,182 |
| APPLE INC. | $36,488 | $55,190 |
| APPLIED MATERIALS INC. | $10,467 | $17,070 |
| ARCHER DANIELS MDLND | $10,677 | $13,572 |
| ARM HOLDINGS PLC | $9,490 | $10,186 |
| ARROW ELECTRONICS INC. | $14,224 | $13,720 |
| ASML HOLDING NV NY REG SHS | $11,825 | $14,018 |
| ASTELLAS PHARMA INC | $11,369 | $15,468 |
| AT&T, INC | $16,763 | $17,903 |
| AUTOMATIC DATA PROCESSING INC. | $9,441 | $17,091 |
| AUTOZONE INC | $4,890 | $14,859 |
| AXA ADS | $16,739 | $12,109 |
| BAKER HUGHES INTL | $28,877 | $27,530 |
| BANK OF AMERICA CORP | $25,114 | $28,588 |
| BARCLAYS PLC ADR | $29,642 | $20,714 |
| BASF AG SPONS ADR | $13,262 | $14,093 |
| BAYER A G SPONSORED ADR | $10,088 | $18,747 |
| BECTON DICKINSON & CO | $9,203 | $13,777 |
| BED BATH & BEYOND INC. | $14,090 | $14,625 |
| BERKSHIRE HATHAWAY INC. CLASS | $13,249 | $30,030 |
| BG GROUP PLC ADS | $26,415 | $18,731 |
| BHP BILLITON LIMITED | $26,899 | $18,786 |
| BIOGEN IDEC INC | $20,548 | $24,780 |
| BLACKROCK INC | $8,052 | $13,945 |
| BNP PARIBAS SPONS ADR | $20,982 | $16,600 |
| BOEING CO | $23,757 | $31,065 |
| BRITISH AMERICAN TOBACCO PLC | $10,025 | $15,203 |
| BROADCOM CORPORATION | $17,838 | $18,805 |
| BURBERRY GROUP PLC | $11,863 | $13,866 |
| CAMERON INTERNATIONAL CORP | $5,919 | $5,095 |
| CANADIAN PACIFIC RAILWAY LTD | $19,562 | $25,050 |
| CAPITAL ONE FINANCIAL CORP | $13,609 | $13,868 |
| CATAMARAN CORP | $12,300 | $14,645 |
| CELGENE CORP | $3,835 | $6,264 |
| CENTRICA | $7,298 | $6,058 |
| CHARLES SCHWAB CORP | $12,637 | $18,537 |
| CHESAPEAKE ENERGY CORPORATION | $4,486 | $4,423 |
| CHEUNG KONG HLDGS LTD ADR | $17,186 | $19,930 |
| CHEVRON CORP | $15,030 | $19,856 |
| CHINA CONSTRUCT UNSPON ADR | $6,383 | $7,106 |
| CIGNA | $11,580 | $18,318 |
| CISCO SYSTEMS INC | $40,902 | $56,308 |
| CITIGROUP INC | $27,398 | $36,741 |
| CNOOC LTD ADS | $7,108 | $5,959 |
| COMCAST CORP | $7,765 | $27,634 |
| COMCAST CORP CL A | $43,705 | $70,133 |
| COMPAGNIE FINANCIERE RICHEMONT | $9,444 | $14,307 |
| CONOCOPHILLIPS | $9,885 | $9,116 |
| CORNING INC | $10,423 | $14,515 |
| CREDIT SUISSE GROUP ADR | $20,657 | $14,546 |
| CUMMINS INC | $12,000 | $13,408 |
| CVS CAREMARK CORP. | $25,874 | $44,495 |
| DANA HOLDING CP | $15,070 | $19,501 |
| DANAHER CORP | $9,234 | $14,228 |
| DBS GROUP HLDGS SPON ADR | $10,361 | $13,940 |
| DIAGEO PLC ADS | $8,139 | $10,953 |
| DOW CHEMICAL PV | $9,048 | $8,255 |
| DU PONT DE NEMOURS | $3,939 | $8,873 |
| DUKE ENERGY CO | $8,258 | $12,949 |
| EAST JAPAN RAILWAY C | $10,790 | $11,652 |
| EATON CORP PLC | $6,151 | $7,951 |
| EBAY INC. | $3,987 | $7,239 |
| ECOLAB INC | $5,193 | $7,525 |
| EDWARDS LIFESCIENCES | $11,441 | $13,630 |
| EMC CORP-MASS | $22,501 | $31,822 |
| ENSCO PLC | $12,648 | $8,715 |
| ESSILOR INTL ADR | $5,380 | $5,564 |
| EXPRESS SCRIPTS HOLDING CO. | $12,868 | $14,140 |
| EXXON MOBIL CORP | $12,441 | $16,641 |
| F5 NETWORKS, INC. | $9,515 | $13,830 |
| FACEBOOK INC | $12,969 | $15,214 |
| FANUC LIMITED UNSPONSORED | $11,431 | $12,333 |
| FOOT LOCKER INC N.Y. COM | $13,362 | $13,764 |
| FOREST CITY ENTERPRISES CL A | $10,532 | $12,248 |
| FRANKLIN RES INC | $10,538 | $13,455 |
| FRESENIUS MED CAR AG | $9,040 | $10,028 |
| GAP INC. | $26,971 | $34,699 |
| GENERAL ELECTRIC CO | $30,553 | $39,194 |
| GENERAL MILLS INC | $8,234 | $12,799 |
| GILEAD SCIENCES INC | $12,544 | $33,085 |
| GLAXOSMITHKLINE PLC | $6,271 | $5,984 |
| GOOGLE INC CL A | $27,482 | $39,269 |
| GOOGLE INC CL C | $11,244 | $17,371 |
| HALYARD HEALTH, INC. | $432 | $909 |
| HANESBRANDS INC | $6,512 | $13,841 |
| HANG LUNG PROPERTIES-SP ADR | $10,465 | $7,663 |
| HARTFORD FINANCIALSERVICES GRO | $12,834 | $17,510 |
| HENKEL KGAA PFD SHS ADR | $6,725 | $10,251 |
| HEWLETT PACKARD CO | $16,347 | $18,781 |
| HOME DEPOT INC. | $26,827 | $64,976 |
| HONDA MOTOR CO LTD | $15,167 | $14,229 |
| HONEYWELL INTERNATIONAL INC. | $14,574 | $20,683 |
| HSBC HOLDINGS PLC | $32,443 | $28,102 |
| IMPERIAL TOBACCO GRO | $7,640 | $10,500 |
| INDUSTRIAL & COM UNSP/ADR | $7,599 | $8,366 |
| ING GROUP N V SPONSORED ADR | $13,406 | $18,378 |
| INTEL CORP | $11,330 | $17,818 |
| INTERNATIONAL BUSINESS MACHINE | $20,535 | $20,055 |
| JC PENNEY | $8,818 | $6,435 |
| JOHNSON & JOHNSON | $34,727 | $52,180 |
| JP MORGAN CHASE & CO | $44,064 | $65,520 |
| KDDI CP UNSP ADR | $11,930 | $13,161 |
| KIMBERLY CLARK CORP | $9,962 | $18,486 |
| KINDER MORGAN INC | $12,818 | $14,005 |
| KIRBY CORPORATION | $16,554 | $12,595 |
| KOMATSU LTD. | $11,819 | $12,758 |
| KUBOTA CORPORATION | $10,878 | $16,738 |
| LAFARGE ADS | $23,260 | $14,719 |
| LAM RESEARCH CORP | $9,158 | $13,091 |
| LENNAR CORP | $10,290 | $19,851 |
| LOWES COMPANIES INC. | $10,503 | $14,930 |
| LVMH MOET HENN UNSP | $16,446 | $17,909 |
| MACY'S INC | $20,379 | $28,273 |
| MAKITA CORP | $11,202 | $10,046 |
| MARKS & SPENCER GRP ADR | $8,592 | $9,112 |
| MARSH AND MCLENNAN COMPANIES I | $5,875 | $9,960 |
| MASTERCARD INC | $5,318 | $13,355 |
| MCKESSON CORP | $27,623 | $37,987 |
| MEDTRONIC INC | $29,727 | $38,555 |
| MERCK & CO INC. | $38,123 | $41,343 |
| METLIFE INC. | $17,072 | $19,851 |
| MICRON TECHNOLOGY | $16,332 | $17,785 |
| MICROSOFT CORPORATION | $60,004 | $81,705 |
| MITSUBISHI CORP SPON | $6,176 | $5,551 |
| MITSUBISHI ESTATE CO ADR | $13,189 | $14,636 |
| MONDELEZ INTERNATIONAL INC | $13,957 | $19,073 |
| MONSANTO CO | $9,065 | $15,531 |
| MORGAN STANLEY | $17,211 | $20,254 |
| MYLAN INC. | $7,716 | $15,276 |
| NABORS INDUSTRIES LTD | $10,748 | $6,503 |
| NATL OILWELL VARCO | $14,618 | $13,827 |
| NAVIENT CORPORATION | $9,858 | $14,673 |
| NESTLE S.A. | $18,254 | $28,669 |
| NETAPP, INC. | $18,109 | $20,559 |
| NIDEC CORPORATION ADR | $4,818 | $8,121 |
| NITTO DENKO ADR | $14,242 | $13,370 |
| NOVARTIS AG ADR | $18,582 | $29,651 |
| NOVO NORDISK A S | $9,250 | $10,707 |
| O'REILLY AUTOMOTIVE INC. | $6,846 | $14,254 |
| ORACLE CORP | $28,309 | $37,775 |
| PENTAIR INC. COM | $7,765 | $9,897 |
| PEPSICO INC | $30,752 | $41,134 |
| PFIZER INC. | $21,772 | $35,324 |
| PING AN INSURANCE | $6,918 | $8,441 |
| PPG INDUSTRIES INC | $17,174 | $53,627 |
| PRICELINE.COM INCORPORATED | $9,761 | $13,683 |
| PROCTER GAMBLE CO | $12,363 | $18,218 |
| PRUDENTIAL PLC SC | $13,099 | $26,271 |
| PULTE GROUP INC. | $12,274 | $13,777 |
| QUALCOMM INC | $11,215 | $14,123 |
| RALPH LAUREN CORP | $8,693 | $9,258 |
| RAYTHEON CO. | $13,508 | $28,124 |
| RIO TINTO PLC SPONSORED ADR | $28,772 | $26,438 |
| ROCHE HOLDING LTD ADR | $19,494 | $26,614 |
| ROSS STORES, INC. | $11,643 | $14,422 |
| ROYAL CARRIBEAN CRUISE | $11,791 | $14,755 |
| ROYAL DUTCH SHELL PLC | $33,256 | $34,747 |
| SANDISK CORP | $9,036 | $13,129 |
| SANOFI-AVENTIS SPONSORED ADR | $20,397 | $21,938 |
| SAP AKTIENGESELL ADS | $16,324 | $20,547 |
| SCHLUMBERGER LTD | $17,144 | $19,644 |
| SCHNEIDER ELEC UNSP/ADR | $17,509 | $14,914 |
| SEALED AIR CORP | $11,558 | $21,173 |
| SHIN-ETSU CHEMICAL C | $13,219 | $15,224 |
| SKYWORKS SOLUTIONS, INC | $4,340 | $14,469 |
| SLM CORP | $8,628 | $10,750 |
| SOUTHWEST AIRLINES | $9,797 | $14,262 |
| STATE STREET CORPORATION | $16,221 | $27,475 |
| SUMITOMO MITSUI FINCL GRP | $18,134 | $17,144 |
| SYNOPSYS, INC. | $10,682 | $13,563 |
| SYSCO CORP | $10,310 | $10,835 |
| T-MOBILE US INC | $9,110 | $8,675 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $7,300 | $13,025 |
| TD AMERITRADE HOLDING CORP | $12,151 | $14,133 |
| TE CONNECTIVITY LTD | $7,663 | $8,982 |
| TECHNIP ADS | $11,015 | $6,808 |
| TEREX CORP | $10,737 | $13,104 |
| TEVA PHARMECEUTICAL SP ADR | $24,035 | $27,432 |
| TEXAS INSTRUMENTS INC. | $11,991 | $13,474 |
| TEXTRON INC. | $16,145 | $28,635 |
| THERMO FISHER SCIENTIFIC INC | $8,861 | $8,896 |
| TIME WARNER INC. | $13,002 | $13,838 |
| TJX COMPANIES INC | $24,325 | $27,158 |
| TOYOTA MTR CORP | $24,833 | $31,621 |
| TRAVELERS COMPANIES INC | $32,185 | $64,886 |
| TULLOW OIL PLC 899415202 | $8,987 | $3,397 |
| TWENTY-FIRST CENTURY, FOX INC | $11,239 | $14,020 |
| TYCO INTERNATIONAL LTD. | $18,382 | $26,404 |
| UNILEVER N V N Y | $12,986 | $16,436 |
| UNION PACIFIC | $8,692 | $27,638 |
| UNITED PARCEL SERVICE | $11,685 | $18,454 |
| UNITED TECHNOLOGIES CORP | $29,850 | $37,490 |
| UNITEDHEALTH GROUP INC. | $13,486 | $13,950 |
| VALERO ENERGY CORP | $4,343 | $9,108 |
| VISA INC | $13,797 | $32,251 |
| VODAFONE GROUP PLC | $31,970 | $25,081 |
| VOLKSWAGEN AG | $11,771 | $19,545 |
| WAL-MART STORES INC. | $12,046 | $21,470 |
| WALT DISNEY HOLDINGS CO. | $37,412 | $69,794 |
| WASTE MANAGEMENT INC. | $10,057 | $15,653 |
| WELLS FARGO & CO. | $4,901 | $11,238 |
| WESTERN DIGITAL CORP | $14,020 | $36,310 |
| WPP GROUP PLC | $8,451 | $16,344 |
| WYNN MACAU | $14,037 | $10,440 |
| ZURICH INS GROU ADR | $11,045 | $14,602 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $220,164 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $218,471 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $27,377 | $27,377 | |
| Bank Charges | $1,387 | $1,387 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $91,112 | Amt |
| Net Investment Income | $91,112 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2014 | $6,100 | |
| 990-PF Extension for 2013 | $5,671 | |
| Foreign Tax Paid | $3,615 | $3,615 |