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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T11:52:40-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brand Sonnenschine LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 Broadway Suite 600 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | 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 | 260479488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BASSIE HURWITZ TRUSTEE | InCareOfNm |
| Business Name Control | BDHF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 EAST 5TH STREET | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BASSIE HURWITZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2015-05-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Caryn Garfinkle | PreparerPersonNm |
| PTIN | P00015167 | PTIN |
| Preparation | 2015-04-14 | 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 | $2,018,212 | 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 | $55,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $86,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $284,071 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,067 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $181,867 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,352 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,525 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $237 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,655 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,827 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $160,978 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $367,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $367,964 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,262,067 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,011,651 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,149,537 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $405,583 | CorporateStockBOYAmt |
| Corporate Stock EOY | $430,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $414,667 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $97,250 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $86,044 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,828,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,907,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,018,212 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,828,628 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,907,078 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,828,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,907,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,828,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,907,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,828,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,450 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,907,078 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,907,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 215000 SH CALIFORNIA ST 7.7 % | 2011-11-23 | 2014-07-22 | $265,267 | $244,004 | $21,263 | $21,263 | |
| CAPITAL GAIN DIVIDENDS | $18,804 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,067 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,559 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,832,764 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056504 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,290 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,788,637 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05048 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,023 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,592,044 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041471 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,510 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,339,175 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030997 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,858 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,050,918 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057909 | DistributionYr5Rt |
| Total Distribution | 0.237361 | TotalDistributionRt |
| Average Distribution | 0.047472 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,927,081 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,482 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,248 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,730 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $101,655 | 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 | $1,248 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,248 | SubtotalAmt |
| Tax Based On Investment Income | $1,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,099 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,099 | TotalPaymentsAndCreditsAmt |
| Tax Due | $149 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | BASSIE HURWITZ TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7186779493 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 EAST 5TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112303337 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BASSIE HURWITZ | ||||||||
| 1115 EAST 5TH STREET | BROOKLYN | NY | 11230 | PRESIDENT/SECRETARY | 0 | $0 | $0 | $0 |
| MEIR ELOZOR HURWITZ | ||||||||
| 1115 EAST 5TH STREET | BROOKLYN | NY | 11230 | TRUSTEE | 0 | $0 | $0 | $0 |
| CHAYA BRACHA HURWITZ | ||||||||
| 1115 EAST 5TH STREET | BROOKLYN | NY | 11230 | TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,748,316 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,111 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,956,427 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,956,427 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,346 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,927,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,248 | TotalTaxAmt |
| Distributable Before Adj | $95,106 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $95,106 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,106 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,655 | 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 | $101,655 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,248 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,407 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,106 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $816 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,543 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,359 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,655 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $95,106 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,549 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,908 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $20,908 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $816 | ExcessFromYear2Amt |
| Excess From Year1 | $13,543 | ExcessFromYear1Amt |
| Excess From Current Year | $6,549 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BASSIE HURWITZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEHILLAT NAAVA-SHLACH LACHMECHA | |||||||
| 1415 59TH STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE | $1,000 |
| TEN YAD HACHNASAS KALLAH | |||||||
| 559 EMPIRE BLVD | BROOKLYN | NY | 11225 | NONE | PC | CHARITABLE | $23,500 |
| KEREN SIMCHAS CHOSSON V'KALLAH | |||||||
| 712 MONTGOMERY STREET | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $10,000 |
| CONG TIFERES YECHEZKEL | |||||||
| 1379 58TH STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE | $360 |
| CONG BETH ARYEH | |||||||
| 1069 EAST 4TH STREET | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE | $360 |
| CHABAD OF GLENDALE | |||||||
| 439 WEST KENNETH ROAD | GLENDALE | CA | 91202 | NONE | PC | CHARITABLE | $4,000 |
| UNITED LUBAVITCHER YESHIVA | |||||||
| 841-853 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE | $500 |
| CHEDER OHR MENACHEM | |||||||
| 1729 PRESIDENT STREET | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $10,000 |
| INTERNATIONAL COMM FOR PRESERVATION HAR HAZEITIM | |||||||
| 1226 EAST 10TH ST | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE | $3,600 |
| CONG OHEL MOSHE | |||||||
| 849 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE | $500 |
| NATIONAL COMMITTEE FOR FURTHERANCE OF JEWISH EDU | |||||||
| 824 Eastern Parkway | Brooklyn | NY | 11213 | PC | CHARITABLE | $3,000 | |
| CONG AGUDAS SHOMREI HADAS | |||||||
| 98 RUPERT AVENUE | STATEN ISLAND | NY | 10314 | NONE | PC | CHARITABLE | $1,000 |
| CONG OHR MENACHEM | |||||||
| 1729 PRESIDENT STREET | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $10,000 |
| BAIS MORDECHAI | |||||||
| 505 AVENUE J | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE | $1,500 |
| VAAD HAKOL CROWN HEIGHTS | |||||||
| 1276 PRESIDENT STREET | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $360 |
| CHABAD LUBAVITCH MITZVAH TANK | |||||||
| 1444 PRESIDENT STREET | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $1,800 |
| HURWITZ FAMILY FUND | |||||||
| 439 W KENNETH RD | GLENDARE | CA | 91202 | NONE | PC | CHARITABLE | $10,000 |
| CHABAD OF UNION COUNTY | |||||||
| 193 SOUTH AVENUE | FARWOOD | NJ | 07023 | NONE | PC | CHARITABLE | $3,600 |
| AHAVAS CHESED | |||||||
| 720 LEFFERTS AVENUE | BROOKLYN | NY | 11203 | NONE | PC | CHARITABLE | $1,000 |
| CONG KHAL TIFERES YAAKOV | |||||||
| 1212 EAST FIFTEENTH ST | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE | $1,000 |
| CHABAD SWB SOUTHWEST BROWARD | |||||||
| 10601 STIRLING RD | COOPER CITY | FL | 33328 | NONE | PC | CHARITABLE | $10,000 |
| CONG SHEM M'SHMUEL D'MATTERSDORF | |||||||
| 1876 50 ST | BROOKLYN | NY | 11204 | NONE | PC | CHARITABLE | $1,000 |
| SOLOMON CENTER | |||||||
| 346 NEW YORK AVENUE SUITE 4A | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,880 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,800 | 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 | $40,067 | 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 | $126,867 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,867 | 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 | BASSIE HURWITZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 E 5TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $55,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CITIGROUP INC 7.119% | BondNm |
| EOY Book Value | $97,250 | EOYBookValueAmt |
| EOYFMV | $86,044 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $1,011,651 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,149,537 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $237 | Amt |
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