BDH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BDH FOUNDATION (EIN 26-0479488)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-01
- IRS object ID
- 201411219349100446
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-01T14:36:21-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brand Sonnenschine LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 Broadway Suite 600 | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11230 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BASSIE HURWITZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2014-05-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Caryn Garfinkle | PreparerPersonNm |
| Phone | 2122190220 | PhoneNum |
| Preparation | 2014-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,868,642 | 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 | $83,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,561 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,762 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $117,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,561 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,885 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,443 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,442 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $231 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,366 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,443 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,692 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,678 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,678 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,443 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,370 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $160,978 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $160,978 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,222,514 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,262,067 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,308,553 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $522,832 | CorporateStockBOYAmt |
| Corporate Stock EOY | $405,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $399,111 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $244 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,817,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,828,628 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,868,642 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,817,177 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,828,628 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,817,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,828,628 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,817,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,828,628 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,817,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,451 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,828,628 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,828,628 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,000 SH BANK OF AMERICA 8.20% | P | 2008-05-20 | 2013-05-01 | $50,000 | $50,000 | ||
| 1,775 SH CENTERLINE HOLDING CO | P | 2007-10-08 | 2013-03-26 | $124 | $27,685 | -$27,561 | -$27,561 |
| 5,000 SH FLORIDA HSG FIN CORP | P | 2008-11-06 | 2013-07-01 | $5,000 | $3,915 | $1,085 | $1,085 |
| 2,000 SH WELLS FARGO CAP 7.875% | P | 2008-03-05 | 2013-03-15 | $50,000 | $50,000 | ||
| CAPITAL GAIN DIVIDENDS | P | $5,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,838 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,290 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,788,637 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05048 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,023 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,592,044 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041471 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,510 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,339,175 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030997 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,858 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,050,918 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057909 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $80,719 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,005,559 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.080273 | DistributionYr5Rt |
| Total Distribution | 0.26113 | TotalDistributionRt |
| Average Distribution | 0.052226 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,832,764 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $95,718 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $811 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,529 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,370 | 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 | $811 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $811 | SubtotalAmt |
| Tax Based On Investment Income | $811 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,910 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,910 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,099 | OverpaymentAmt |
| Applied To ES Tax | $1,099 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112303337 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,741,268 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $119,406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,860,674 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,860,674 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,832,764 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,638 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,638 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $811 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $811 | TotalTaxAmt |
| Distributable Before Adj | $90,827 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $90,827 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $90,827 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,370 | 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 | $104,370 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $811 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $103,559 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,827 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $816 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $816 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,370 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $90,827 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,543 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,359 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $14,359 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $816 | ExcessFromYear1Amt |
| Excess From Current Year | $13,543 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| TEHILLAT NAAVA-SHLACH LACHMECHA | ||||||||||
| 1415 59TH STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE | $1,800 | |||
| TEN YAD HACHNASAS KALLAH | ||||||||||
| 559 EMPIRE BLVD | BROOKLYN | NY | 11225 | NONE | PC | CHARITABLE | $17,500 | |||
| KEREN SIMCHAS CHOSSON V'KALLAH | ||||||||||
| 712 MONTGOMERY STREET | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $7,500 | |||
| CONG BAIS DAVID | ||||||||||
| 1383 PRESIDENT STREET 1ST FL | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $10,000 | |||
| CONG LUBAVITCH | ||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $13,200 | |||
| CONG TIFERES YECHEZKEL | ||||||||||
| 1379 58TH STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE | $250 | |||
| CONG BETH ARYEH | ||||||||||
| 1069 EAST 4TH STREET | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE | $180 | |||
| CHABAD OF PUERTO RICO | ||||||||||
| NONE | PC | CHARITABLE | $1,000 | 17 CALLE PALIA CAROLINA | RQ | 00979-7346 | ||||
| MERKAZ | ||||||||||
| 1739 OCEAN AVENUE | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE | $3,200 | |||
| SIMCHAS SHABBOS V'YOM TOV | ||||||||||
| 5 MONTGOMERY STREET | BROOKLYNN | NY | 11225 | NONE | PC | CHARITABLE | $2,500 | |||
| CHEDER CHABAD LUBAVITCH OF PARK HEIGHTS | ||||||||||
| 3402 CLARKS LANE | BALTIMORE | MD | 21215 | NONE | PC | CHARITABLE | $700 | |||
| MESIVTHA TIFERETH JERUSALEM YESHIVA OF STATEN ISL | ||||||||||
| 1870 DRUMGOOLE ROAD | STATEN ISLAND | NY | 10309 | NONE | PC | CHARITABLE | $180 | |||
| CHABAD OF GLENDALE | ||||||||||
| 439 WEST KENNETH ROAD | GLENDALE | CA | 91202 | NONE | PC | CHARITABLE | $8,000 | |||
| NEW CROWN HEIGHTS MIKVAH | ||||||||||
| 1506 UNION STREET | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $1,800 | |||
| CHABAD HOUSE OF MILL BASIN | ||||||||||
| 2111 EAST 65TH STREET | BROOKLYNN | NY | 11234 | NONE | PC | CHARITABLE | $500 | |||
| CONG ADAS YISHURUN | ||||||||||
| 3418 AVENUE N | BROOKLYNN | NY | 11234 | NONE | PC | CHARITABLE | $500 | |||
| MRS SCHEINER'S YOM-TOV FUND | ||||||||||
| 392 KINGSTON AVE | BROOKLYN | NY | 11225 | NONE | PC | CHARITABLE | $250 | |||
| UNITED LUBAVITCHER YESHIVA | ||||||||||
| 841-853 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE | $500 | |||
| FEDERATION OF JEWISH COMMUNITIES OF CIS | ||||||||||
| 410 PARK AVENUE SUITE 1500 | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE | $1,000 | |||
| CHEDER OHR MENACHEM | ||||||||||
| 1729 PRESIDENT STREET | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $20,000 | |||
| CONG BETH MEIR HACOHEN NORTH COUNTY CHABAD CENTER | ||||||||||
| 19045 YORBA LINDA BLVD | YORBA LINDA | CA | 92886 | NONE | PC | CHARITABLE | $1,000 | |||
| ZICHRON MARKS FAMILY FUND | ||||||||||
| 52-14 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PC | CHARITABLE | $5,000 | |||
| INTERNATIONAL COMM FOR PRESERVATION HAR HAZEITIM | ||||||||||
| PO BOX 190427 | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE | $3,600 | |||
| CONG OHEL MOSHE | ||||||||||
| 849 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE | $1,250 | |||
| AVROHOM BERKOWITZ TORAH FUND | ||||||||||
| 8998 ROUTE 18 | OLD BRIDGE | NJ | 08857 | NONE | PC | CHARITABLE | $250 | |||
| LUBAVITCH YOUTH ORG | ||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $1,018 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,678 | 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 | $83,333 | 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 | -$20,838 | 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 | $62,495 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,495 | 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 | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $55,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 150 PROSHARES ULTRA FINAN | $32,805 | $17,664 |
| 2000 SELECT SECTOR SPDR | $48,177 | $43,720 |
| 2000 BANK OF AMERICA CORP | ||
| 2000 WELLS FARGO CAPITAL | ||
| CAPITAL INCOME BUILDER FUND | $63,611 | $62,182 |
| CAPITAL WORLD GROWTH & INCOME | $84,043 | $93,064 |
| DAVIS NY VENTURE FUND CLASS A | $33,020 | $35,744 |
| FIDELITY ADVISOR NEW INSIGHTS | $11,342 | $15,138 |
| IVY ASSET STRATEGY FUND CL A | $56,862 | $68,273 |
| OPPENHEIMER DEV MARKETS FUND | $75,723 | $63,326 |
| 1,775 CENTERLINE HOLDING CO |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $1,262,067 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,308,553 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $244 | BOYBookValueAmt |
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 | $231 | Amt |
Comments