BDH FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BDH FOUNDATION (EIN 26-0479488)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-12
IRS object ID
201541329349101834
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-12T11:52:40-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Address Line2SuiteAddressLine2Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBASSIE HURWITZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2015-05-07SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCaryn GarfinklePreparerPersonNm
PTINP00015167PTIN
Preparation2015-04-14PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,018,212FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$55,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$86,800DividendsRevAndExpnssAmt
Dividends Net Invst Incm$86,285DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,067NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$284,071GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,067CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$181,867TotalRevAndExpnssAmt
Total Net Invst Incm$126,352TotalNetInvstIncmAmt
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$237TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,537TotOprExpensesRevAndExpnssAmt
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$99,880ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$99,880ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$103,417TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,525TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$101,655TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$78,450ExcessRevenueOverExpensesAmt
Net Investment Income$124,827NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$160,978SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$367,964SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$367,964SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,262,067USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,011,651USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,149,537USGovtObligationsEOYFMVAmt
Corporate Stock BOY$405,583CorporateStockBOYAmt
Corporate Stock EOY$430,213CorporateStockEOYAmt
Corporate Stock EOYFMV$414,667CorporateStockEOYFMVAmt
Corporate Bonds EOY$97,250CorporateBondsEOYAmt
Corporate Bonds EOYFMV$86,044CorporateBondsEOYFMVAmt
Total Assets BOY$1,828,628TotalAssetsBOYAmt
Total Assets EOY$1,907,078TotalAssetsEOYAmt
Total Assets EOYFMV$2,018,212TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,828,628RetainedEarningBOYAmt
Retained Earning EOY$1,907,078RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,828,628TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,907,078TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,828,628TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,907,078TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,828,628TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$78,450ExcessRevenueOverExpensesAmt
Subtotal$1,907,078SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,907,078TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
215000 SH CALIFORNIA ST 7.7 %2011-11-232014-07-22$265,267$244,004$21,263$21,263
CAPITAL GAIN DIVIDENDS$18,804P
FieldValueIRS element (for citing)
Capital Gain Net Income$40,067CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$103,559AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,832,764NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056504DistributionYr1Rt
Adjusted Qlfy Distri Yr2$90,290AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,788,637NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05048DistributionYr2Rt
Adjusted Qlfy Distri Yr3$66,023AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,592,044NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041471DistributionYr3Rt
Adjusted Qlfy Distri Yr4$41,510AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,339,175NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030997DistributionYr4Rt
Adjusted Qlfy Distri Yr5$60,858AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,050,918NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.057909DistributionYr5Rt
Total Distribution0.237361TotalDistributionRt
Average Distribution0.047472AverageDistributionRt
Net Vl Noncharitable Assets$1,927,081NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$91,482AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,248NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$92,730AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$101,655QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,248InvestmentIncomeExciseTaxAmt
Subtotal$1,248SubtotalAmt
Tax Based On Investment Income$1,248TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,099EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,099TotalPaymentsAndCreditsAmt
Tax Due$149TaxDueAmt

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 FundfalseDonorAdvisedFundInd
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$1,748,316AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$208,111AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,956,427TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,956,427AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,346CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,927,081NetVlNoncharitableAssetsAmt
Minimum Investment Return$96,354MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$96,354MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,248TaxBasedOnInvestmentIncomeAmt
Total Tax$1,248TotalTaxAmt
Distributable Before Adj$95,106DistributableBeforeAdjAmt
Distributable Before Ded$95,106DistributableBeforeDedAmt
Distributable As Adjusted$95,106DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$101,655ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$101,655QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,248PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$100,407AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$95,106DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$816ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,543ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$14,359TotalExcessDistributionCyovAmt
Qualifying Distributions$101,655QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$95,106AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,549RemainingDistriFromCorpusAmt
Total Corpus$20,908TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$20,908ExcessDistriCyovToNextYrAmt
Excess From Year2$816ExcessFromYear2Amt
Excess From Year1$13,543ExcessFromYear1Amt
Excess From Current Year$6,549ExcessFromCurrentYearAmt
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 (23 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$23,500
KEREN SIMCHAS CHOSSON V'KALLAH
712 MONTGOMERY STREETBROOKLYNNY11213NONEPCCHARITABLE$10,000
CONG TIFERES YECHEZKEL
1379 58TH STREETBROOKLYNNY11219NONEPCCHARITABLE$360
CONG BETH ARYEH
1069 EAST 4TH STREETBROOKLYNNY11230NONEPCCHARITABLE$360
CHABAD OF GLENDALE
439 WEST KENNETH ROADGLENDALECA91202NONEPCCHARITABLE$4,000
UNITED LUBAVITCHER YESHIVA
841-853 OCEAN PARKWAYBROOKLYNNY11230NONEPCCHARITABLE$500
CHEDER OHR MENACHEM
1729 PRESIDENT STREETBROOKLYNNY11213NONEPCCHARITABLE$10,000
INTERNATIONAL COMM FOR PRESERVATION HAR HAZEITIM
1226 EAST 10TH STBROOKLYNNY11219NONEPCCHARITABLE$3,600
CONG OHEL MOSHE
849 OCEAN PARKWAYBROOKLYNNY11230NONEPCCHARITABLE$500
NATIONAL COMMITTEE FOR FURTHERANCE OF JEWISH EDU
824 Eastern ParkwayBrooklynNY11213PCCHARITABLE$3,000
CONG AGUDAS SHOMREI HADAS
98 RUPERT AVENUESTATEN ISLANDNY10314NONEPCCHARITABLE$1,000
CONG OHR MENACHEM
1729 PRESIDENT STREETBROOKLYNNY11213NONEPCCHARITABLE$10,000
BAIS MORDECHAI
505 AVENUE JBROOKLYNNY11230NONEPCCHARITABLE$1,500
VAAD HAKOL CROWN HEIGHTS
1276 PRESIDENT STREETBROOKLYNNY11213NONEPCCHARITABLE$360
CHABAD LUBAVITCH MITZVAH TANK
1444 PRESIDENT STREETBROOKLYNNY11213NONEPCCHARITABLE$1,800
HURWITZ FAMILY FUND
439 W KENNETH RDGLENDARECA91202NONEPCCHARITABLE$10,000
CHABAD OF UNION COUNTY
193 SOUTH AVENUEFARWOODNJ07023NONEPCCHARITABLE$3,600
AHAVAS CHESED
720 LEFFERTS AVENUEBROOKLYNNY11203NONEPCCHARITABLE$1,000
CONG KHAL TIFERES YAAKOV
1212 EAST FIFTEENTH STBROOKLYNNY11230NONEPCCHARITABLE$1,000
CHABAD SWB SOUTHWEST BROWARD
10601 STIRLING RDCOOPER CITYFL33328NONEPCCHARITABLE$10,000
CONG SHEM M'SHMUEL D'MATTERSDORF
1876 50 STBROOKLYNNY11204NONEPCCHARITABLE$1,000
SOLOMON CENTER
346 NEW YORK AVENUE SUITE 4ABROOKLYNNY11213NONEPCCHARITABLE$1,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$99,880TotalGrantOrContriPdDurYrAmt

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$86,800ExclusionAmt
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$40,067ExclusionAmt
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$126,867ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$126,867TotalIncomeProducingActyAmt

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 PersonBASSIE HURWITZContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11115 E 5TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd
FieldValueIRS element (for citing)
Total Contributions$55,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCITIGROUP INC 7.119%BondNm
EOY Book Value$97,250EOYBookValueAmt
EOYFMV$86,044EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
150 PROSHARES ULTRA FINAN$32,805$22,367
2000 SELECT SECTOR SPDR$48,177$49,460
2000 BANK OF AMERICA CORP
2000 WELLS FARGO CAPITAL
CAPITAL INCOME BUILDER FUND$66,620$66,293
CAPITAL WORLD GROWTH & INCOME$86,217$96,801
DAVIS NY VENTURE FUND CLASS A$39,532$38,085
FIDELITY ADVISOR NEW INSIGHTS$12,512$16,531
IVY ASSET STRATEGY FUND CL A$67,462$64,847
OPPENHEIMER DEV MARKETS FUND$76,888$60,283

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$1,011,651StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,149,537StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM BROKERDesc

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

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$237Amt

Comments

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