DEUTSCH FAM FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DEUTSCH FAM FOUNDATION (EIN 65-6224006)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201533159349100908
- 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
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T09:32:29-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| 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 | 2015-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SCHERTZER CPA | PreparerPersonNm |
| PTIN | P00370144 | PTIN |
| Phone | 3056703370 | PhoneNum |
| Preparation | 2015-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $110,613 | 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 | $1,596 | InterestOnSavRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $7,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,000 | GrossSalesPriceAmt |
| Total Rev And Expnss | $9,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $72 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $72 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $72 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,498 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,498 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,498 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,364 | CashBOYAmt |
| Cash EOY | $2,795 | CashEOYAmt |
| Cash EOYFMV | $2,795 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,839 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,714 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,714 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $77,916 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,403 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $103,081 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,023 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $89,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $110,613 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $89,142 | UnrestrictedBOYAmt |
| Unrestricted EOY | $69,935 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $89,142 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $89,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $89,142 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,207 | ExcessRevenueOverExpensesAmt |
| Subtotal | $69,935 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $69,935 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,483 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $106,960 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.266296 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,902 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $114,788 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.129822 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,658 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $118,453 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.123745 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,208 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $122,063 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.108206 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,414 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $85,122 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.098846 | DistributionYr5Rt |
| Total Distribution | 0.726915 | TotalDistributionRt |
| Average Distribution | 0.145383 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $125,255 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,210 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,210 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,498 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | false | 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 |
| Individual With Books | MICHAEL SCHERTZER | IndividualWithBooksNm |
| 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 |
| 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 | 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 |
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 | 0.00 | $0 | $0 | $0 |
| IANE D DEUTSCH | ||||||||
| 6747 SW 122 DR | MIAMI | FL | 33156 | TRUSTEE | 0.00 | $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 | $119,806 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,356 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $127,162 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $127,162 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $125,255 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,263 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $6,263 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,348 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,611 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,611 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,498 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,498 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $28,498 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,611 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,414 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,241 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,678 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,921 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $51,254 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,498 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,611 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,887 | RemainingDistriFromCorpusAmt |
| Total Corpus | $68,141 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,414 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,727 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,241 | ExcessFromYear4Amt |
| Excess From Year3 | $14,678 | ExcessFromYear3Amt |
| Excess From Year2 | $14,921 | ExcessFromYear2Amt |
| Excess From Current Year | $16,887 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 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 | $17,120 |
| UNIVERSITY OF MIAMI | ||||||
| PO BOX 248167 | CORAL GABLES | FL | 33124 | E | EDUCATIONAL | $3,961 |
| HOLOCUST MUSEUM | ||||||
| PO BOX 7022 | ALBERT LEA | MN | 560078022 | C | CIVIC | $100 |
| EMERY UNIVERSITY | ||||||
| 1762 CLIFTON ROAD NE | ATLANTA | GA | 30322 | E | EDUCATION | $1,250 |
| VACC | ||||||
| 3200 SW 60 CT SUITE 203 | MIAMI | FL | 33124 | C | CIVIC | $1,500 |
| ALPER JCC | ||||||
| 11155 SW 112 AVE | MIAMI | FL | 33176 | C | CIVIC | $180 |
| OTHER CONTRIBUTIONS APPROVED | ||||||
| VARIOUS | MIAMI | FL | 33173 | C | CIVIC | $4,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,498 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,596 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 1 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,767 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,363 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,363 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT APPLICABLE REGARDING GENERAL INSTRUCTION G. | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ALLIANCE BERNSTEIN | AssetDesc |
| Acquired | 2010-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2014-12 | SoldDt |
| Gross Sales Price | $25,000 | GrossSalesPriceAmt |
| Basis | $17,233 | BasisAmt |
| Total Net | $7,767 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BERNSTEIN SECURITIES | StockNm |
| EOY Book Value | $62,403 | EOYBookValueAmt |
| EOYFMV | $103,081 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STATE OF ISRAEL BONDS | CategoryOrItemTxt |
| Book Value | $2,023 | BookValueAmt |
| EOYFMV | $2,023 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $72 | $72 |