MUNA AND BASEM HISHMEH FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MUNA AND BASEM HISHMEH FOUNDATION INC (EIN 65-1270242)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-08
- IRS object ID
- 201412209349100621
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-08T16:10:32-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 651270242 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Muna & Basem Hishmeh Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MUNA & BASEM HISHMEH FDN | InCareOfNm |
| Business Name Control | MUNA | BusinessNameControlTxt |
| Phone | 9544581778 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 S OCEAN DRIVE | AddressLine1 |
| Address Line2 | Suite 3104 | AddressLine2 |
| City | Hallandale Beach | City |
| State | FL | State |
| ZIP Code | 33009 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Basem L Hishmeh | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9544581778 | PhoneNum |
| Signature | 2014-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| 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 | $4,619,683 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $148 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $148 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $311,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,489,381 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $311,947 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,140 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $418,547 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $392,407 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $84,604 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,604 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,453 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,253 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $27,084 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,004 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,080 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,861 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,080 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $345,141 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,861 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $256,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $73,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $303,546 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $325,488 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $414,589 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $414,589 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $201,796 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $200,278 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $197,333 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,853,169 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,838,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,007,761 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,380,453 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,453,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,619,683 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,380,453 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,453,859 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,380,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,453,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,380,453 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,453,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,380,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $73,406 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,453,859 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,453,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,489,381 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,177,434 | CostOrOtherBasisAmt |
| Gain Or Loss | $311,947 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $311,947 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $311,947 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $334,934 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,691,463 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090732 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $397,683 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,885,823 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.102342 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $274,946 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,855,626 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07131 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $233,833 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,632,227 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064377 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $281,593 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,199,848 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067048 | DistributionYr5Rt |
| Total Distribution | 0.395809 | TotalDistributionRt |
| Average Distribution | 0.079162 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,092,704 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $323,987 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,035 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $327,022 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $256,080 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,071 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,071 | SubtotalAmt |
| Tax Based On Investment Income | $6,071 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,671 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,071 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNA & BASEM HISHMEH FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9544581778 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 S Ocean Drive Unit 3104 | AddressLine1 |
| City | Hallendale Beach | City |
| State | FL | State |
| ZIP Code | 33009 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Basem L Hishmeh | ||||||||
| 1850 S OCEAN DRIVE | Hallandale Beach | FL | 33009 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| Muna Hishmeh | ||||||||
| 1850 S OCEAN DRIVE | Hallandale Beach | FL | 33009 | Dir / Sec | 1.0 | $0 | $0 | $0 |
| Robert Hishmeh | ||||||||
| 1850 S OCEAN DRIVE | Hallandale Beach | FL | 33009 | Dir / Treas | 1.0 | $0 | $0 | $0 |
| Amal Ibrahimaj | ||||||||
| 1850 S OCEAN DRIVE | Hallandale Beach | FL | 33009 | VP / Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Wisconsin Ave Suite 300 | AddressLine1 |
| City | Bethesda | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $84,604 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,972,914 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $182,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,155,029 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,155,029 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,325 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,092,704 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $204,635 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $204,635 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,071 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,071 | TotalTaxAmt |
| Distributable Before Adj | $198,564 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $198,564 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $198,564 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $256,080 | 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 | $256,080 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $256,080 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,564 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $53,376 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $84,609 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $205,664 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $150,647 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $494,296 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $256,080 | QualifyingDistributionsAmt |
| Applied To Current Year | $198,564 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,516 | RemainingDistriFromCorpusAmt |
| Total Corpus | $551,812 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $53,376 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $498,436 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $84,609 | ExcessFromYear3Amt |
| Excess From Year2 | $205,664 | ExcessFromYear2Amt |
| Excess From Year1 | $150,647 | ExcessFromYear1Amt |
| Excess From Current Year | $57,516 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BASEM L HISHMEH | ContributingManagerNm |
| Contributing Manager | MUNA HISHMEH | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARAB COMMUNITY CENTER FOR ECONOMIC & SOCIAL SVC | |||||||||||
| 2651 SAULINO CT | DEARBORN | MI | 48120 | N/A | PC | Free Craft Sundays | $5,000 | ||||
| ARAB COMMUNITY CENTER FOR ECONOMIC & SOCIAL SVC | |||||||||||
| 2651 SAULINO CT | DEARBORN | MI | 48120 | N/A | PC | SURA Arts Academy | $10,000 | ||||
| CUYAHOGA VALLEY YOUTH BALLET | |||||||||||
| PO BOX 3131 | CUYAHOGA FLS | OH | 44223 | N/A | PC | Reach Out and Dance Programming Support | $2,500 | ||||
| EDWARD SAID NATIONAL CONSERVATORY OF MUSIC | |||||||||||
| N/A | PC | EQUIVALENCY DETERMINATION - STUDENT ORCHESTRA PROGRAM | $30,000 | AL ZAHRA ST NO 20 PO BOX 66676 | JERUSALEM | palestine | IS | ||||
| FIRST RAMALLAH GROUP School of Dance Program | |||||||||||
| N/A | NC | Expenditure Responsibility Grant | $30,000 | PO Box 2017 | ramallah | palestine | IS | ||||
| FREE ARTS FOR ABUSED CHILDREN OF NEW YORK CITY INC | |||||||||||
| 1431 BROADWAY FL 7 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $15,000 | ||||
| NATIONAL DANCE INSTITUTE INC | |||||||||||
| 217 W 147TH ST | NEW YORK | NY | 10039 | N/A | PC | The Irene Diamond Summer Institute | $15,000 | ||||
| NEW 42ND STREET INC | |||||||||||
| 229 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | New Vicory Children's Education Program | $15,000 | ||||
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | |||||||||||
| 10 LINCOLN CENTER PLZ | NEW YORK NY | NY | 10023 | N/A | PC | Very Young Composers and Free Concerts | $35,000 | ||||
| RAWDAT EL-ZUHUR Music Art and Drama Program | |||||||||||
| N/A | NC | Expenditure Responsibility Grant | $20,000 | PO BOX 19796 | jerusalem | PALESTINE | IS | ||||
| ROUNDABOUT THEATRE COMPANY INC | |||||||||||
| 231 W 39TH ST | NEW YORK | NY | 10018 | N/A | PC | Education@Roundabout Development Program | $15,000 | ||||
| THE MUSICAL ARTS ASSOCIATION | |||||||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | Learning Through Music Program | $2,500 | ||||
| THE ORTHODOX CLUB | |||||||||||
| N/A | NC | Expenditure Responsibility Grant | $10,000 | al-maahad st po box 761 | ramallah | palestine | IS | ||||
| THE WILLIAM PATERSON UNIVERSITY OF NEW JERSEY FDN | |||||||||||
| 300 POMPTON RD | WAYNE | NJ | 07470 | N/A | PC | Paterson Middle School System music project AND EXCHANGE ACTIVITIES WITH ESNCM PROGRAM | $25,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,312 | 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 | $311,947 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUNDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,140 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $393,547 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $393,547 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Hishmeh Basem L | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 S Ocean Drive Unit 3104 | AddressLine1 |
| City | Hallandale Beach | City |
| State | FL | State |
| ZIP Code | 33009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Rawdat El-Zuhur | ||||||||||
| PO Box 19796 | E Jerusalem | Palestine | IS | 2012-03-21 | $20,000 | Funding for Music, Art and Drama Program for children with learning difficulties | $20,000 | NO | 2/20/13 | None necessary |
| Rawdat El-Zuhur | ||||||||||
| PO Box 19796 | E Jerusalem | Palestine | IS | 2013-02-21 | $20,000 | Funding for Music, Art and Drama Program for children with learning difficulties. | NO | Expected in 2014 | None necessary | |
| First Ramallah Group | ||||||||||
| PO Box 2017 | Ramallah | Palestine | IS | 2012-03-21 | $30,000 | Funding for school of dance | $30,000 | NO | 10/17/13 | None necessary |
| First Ramallah Group | ||||||||||
| PO Box 2017 | Ramallah | Palestine | IS | 2013-02-21 | $30,000 | Funding for school of dance | NO | Expected in 2014 | None necessary | |
| The Orthodox Club | ||||||||||
| PO Box 761 | Ramallah | Palestine | IS | 2012-05-29 | $10,000 | Funding for children's dancing and musical programs | $10,000 | NO | 12/31/13 | None necessary |
| The Orthodox Club | ||||||||||
| PO Box 761 | Ramallah | Palestine | IS | 2013-02-21 | $10,000 | Funding for children's dancing and musical programs | NO | Expected in 2014 | None necessary | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (221 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $12,724 | $21,038 |
| ABB LTD. | $12,088 | $14,449 |
| ABBOTT LABS | $12,869 | $13,530 |
| ABBVIE INC. | $5,324 | $9,242 |
| ACE LTD | $7,325 | $8,386 |
| ADT LTD. | $6,053 | $7,163 |
| AES CORP | $9,464 | $11,593 |
| AGILENT TECHNOLOGIES INC | $9,997 | $14,298 |
| AKZO NOBEL NV-ADR | $4,415 | $5,640 |
| ALLEGHENY TECH | $2,309 | $2,494 |
| ALLERGAN INC. | $13,316 | $15,329 |
| ALLIANZ SE ADR | $15,280 | $17,731 |
| ALLSTATE CORP | $17,468 | $20,016 |
| AMAZON COM | $13,716 | $19,541 |
| AMER INTERNATIONAL GROUP INC | $9,942 | $12,456 |
| AMERICAN ELECTRIC POWER INC. | $12,077 | $12,947 |
| AMERICAN EXPRESS CO | $24,803 | $53,984 |
| AMERICAN TOWER REIT INC | $5,052 | $7,982 |
| AMERIPRISE FINANCIAL INC | $9,315 | $25,196 |
| ANHEUSER BUSCH COS INC | $7,458 | $15,437 |
| APPLE INC. | $17,034 | $26,368 |
| APPLIED MATERIALS INC. | $6,875 | $9,671 |
| ASML HOLDING NV NY REG SHS | $4,229 | $5,247 |
| ASTELLAS PHARMA INC | $8,919 | $11,100 |
| AT&T CORP | $17,796 | $19,584 |
| ATLAS COPCO AB A SHS ADR | $2,490 | $6,348 |
| AUTOMATIC DATA PROCESSING INC. | $10,783 | $16,564 |
| AUTOZONE INC | $4,460 | $14,338 |
| AXA ADS | $15,199 | $12,969 |
| BAKER HUGHES INTL | $14,515 | $17,186 |
| BANK OF AMERICA CORP | $12,287 | $15,196 |
| BARCLAYS PLC ADR | $20,971 | $15,356 |
| BASF AG SPONS ADR | $10,637 | $15,091 |
| BAYER A G SPONSORED ADR | $10,088 | $19,454 |
| BECTON DICKINSON & CO | $11,402 | $13,701 |
| BERKSHIRE HATHAWAY INC. CLASS | $13,249 | $23,712 |
| BG GROUP PLC ADS | $23,135 | $25,594 |
| BHP BILLITON LIMITED | $23,360 | $22,370 |
| BIOGEN IDEC INC | $23,092 | $30,194 |
| BLACKROCK INC | $8,041 | $13,608 |
| BNP PARIBAS SPONS ADR | $12,757 | $12,230 |
| BOEING CO | $35,494 | $55,277 |
| BORG WARNER INC. | $13,413 | $14,201 |
| BRISTOL-MYERS SQUIBB CO | $6,324 | $6,484 |
| BRITISH AMERICAN TOBACCO PLC | $8,992 | $15,039 |
| BURBERRY GROUP PLC | $10,134 | $12,233 |
| CAMERON INTERNATIONAL CORP | $5,919 | $6,072 |
| CANADIAN PACIFIC RAILWAY LTD | $17,849 | $21,185 |
| CANON INC. | $9,389 | $7,456 |
| CELANESE CORPORATION | $5,100 | $6,914 |
| CELGENE CORP | $23,545 | $41,567 |
| CENTRICA PLC S/ADR | $6,461 | $7,047 |
| CHARLES SCHWAB CORP | $5,985 | $11,232 |
| CHEUNG KONG HLDGS LTD ADR | $13,611 | $15,668 |
| CHEVRON CORP | $25,040 | $33,226 |
| CHINA CONSTRUCT UNSPON ADR | $9,197 | $8,850 |
| CIGNA | $5,547 | $9,973 |
| CISCO SYSTEMS INC | $38,135 | $48,225 |
| CITIGROUP INC | $37,751 | $55,340 |
| CME GROUP, INC | $7,087 | $7,297 |
| CNOOC LTD ADS | $6,407 | $7,319 |
| COMCAST CORP | $7,765 | $23,942 |
| COMCAST CORP CL A | $21,894 | $43,655 |
| COMPAGNIE FINANCIERE RICHEMONT | $7,305 | $13,840 |
| CORNING INC | $7,054 | $9,213 |
| CREDIT SUISSE GROUP ADR | $15,453 | $12,137 |
| CUMMINS INC | $11,757 | $13,392 |
| CVS CAREMARK CORP. | $20,269 | $33,853 |
| DANA HOLDING CP | $11,665 | $14,597 |
| DANAHER CORP | $9,439 | $13,973 |
| DBS GROUP HLDGS SPON ADR | $8,219 | $10,203 |
| DIAGEO PLC ADS | $7,174 | $12,580 |
| DU PONT DE NEMOURS | $3,939 | $7,796 |
| DUKE ENERGY CO | $8,258 | $10,697 |
| EAST JAPAN RAILWAY C | $7,833 | $9,152 |
| EATON CORP PLC | $6,151 | $8,906 |
| EBAY INC. | $13,470 | $20,741 |
| ECOLAB INC | $5,193 | $7,507 |
| EMC CORP-MASS | $21,708 | $28,294 |
| ENSCO PLC | $12,038 | $15,153 |
| ESSILOR INTL ADR | $3,508 | $3,587 |
| EXPRESS SCRIPTS HOLDING CO. | $6,730 | $9,131 |
| EXXON MOBIL CORP | $12,441 | $18,216 |
| F5 NETWORKS, INC. | $12,925 | $13,266 |
| FANUC LIMITED UNSPONSORED | $6,857 | $8,906 |
| FIDELITY NATIONAL INFORMATION | $10,069 | $14,708 |
| FOREST CITY ENTERPRISES CL A | $9,160 | $9,760 |
| FOSSIL INC COM | $13,026 | $12,234 |
| FRANKLIN RES INC | $9,261 | $13,971 |
| FRESENIUS MED CAR AG | $7,720 | $8,326 |
| GAP INC. | $22,596 | $28,685 |
| GENERAL ELECTRIC CO | $38,855 | $55,386 |
| GENERAL MILLS INC | $8,234 | $11,978 |
| GENERAL MOTORS | $16,534 | $23,623 |
| GILEAD SCIENCES INC | $11,710 | $37,099 |
| GLAXOSMITHKLINE PLC | $6,271 | $7,475 |
| GOLDMAN SACHS GROUP | $12,386 | $15,599 |
| GOOGLE INC CL A | $37,584 | $70,604 |
| HALLIBURTON COMPANY | $16,829 | $22,127 |
| HANESBRANDS INC | $10,139 | $14,405 |
| HANG LUNG PROPERTIES-SP ADR | $9,795 | $7,865 |
| HARTFORD FINANCIALSERVICES GRO | $8,310 | $11,268 |
| HENKEL KGAA PFD SHS ADR | $4,969 | $9,334 |
| HOLOGIC, INC | $8,652 | $11,778 |
| HOME DEPOT INC. | $25,109 | $53,439 |
| HONDA MOTOR CO LTD | $9,560 | $12,322 |
| HONEYWELL INTERNATIONAL INC. | $20,330 | $25,584 |
| HSBC HOLDINGS PLC | $27,411 | $27,179 |
| IMPERIAL TOBACCO GRO | $7,332 | $9,878 |
| INDUSTRIAL & COM UNSP/ADR | $9,650 | $9,370 |
| ING GROUP N V SPONSORED ADR | $8,142 | $14,640 |
| INTEL CORP | $9,381 | $12,694 |
| INTERCONTINENTAL EXCHANGE INC | $13,363 | $13,720 |
| INTERNATIONAL BUSINESS MACHINE | $9,520 | $14,068 |
| JOHNSON & JOHNSON | $40,291 | $53,489 |
| JP MORGAN CHASE & CO | $49,771 | $71,462 |
| KIMBERLY CLARK CORP | $10,393 | $16,714 |
| KLA TENCOR CORP | $9,699 | $13,085 |
| KOMATSU LTD. | $9,404 | $9,776 |
| KUBOTA CORPORATION | $8,099 | $16,386 |
| LAFARGE ADS | $23,260 | $15,800 |
| LAM RESEARCH CORP | $20,097 | $22,216 |
| LAS VEGAS SANDS CORP | $12,695 | $17,194 |
| LENNAR CORP | $6,138 | $14,835 |
| LIBERTY GLOBAL INC | $7,050 | $9,078 |
| LINKEDIN CORPORATION | $4,327 | $4,120 |
| LOWES COMPANIES INC. | $20,138 | $22,446 |
| LVMH MOET HENN UNSP | $10,984 | $13,322 |
| MACY'S INC | $9,565 | $15,806 |
| MARKS & SPENCER GRP ADR | $8,769 | $10,733 |
| MARSH AND MCLENNAN COMPANIES I | $5,875 | $8,415 |
| MASTERCARD INC | $19,581 | $33,418 |
| MCKESSON CORP | $6,373 | $13,235 |
| MEDTRONIC INC | $16,205 | $23,817 |
| MERCK & CO INC. | $14,528 | $15,866 |
| METLIFE INC. | $7,772 | $10,838 |
| MICROSOFT CORPORATION | $30,600 | $40,291 |
| MITSUBISHI CORP SPON | $19,363 | $16,640 |
| MITSUBISHI ESTATE CO ADR | $10,591 | $17,300 |
| MONDELEZ INTERNATIONAL INC | $13,448 | $19,168 |
| MONSANTO CO | $9,065 | $15,152 |
| MYLAN INC. | $6,628 | $13,845 |
| NABORS INDUSTRIES LTD | $11,711 | $8,104 |
| NESTLE S.A. | $14,169 | $24,873 |
| NETAPP, INC. | $10,370 | $12,918 |
| NEWS CORP LTD CL A | $6,490 | $8,415 |
| NIDEC CORPORATION ADR | $4,956 | $7,537 |
| NITTO DENKO ADR | $14,148 | $9,918 |
| NOVARTIS AG ADR | $13,792 | $21,703 |
| NOVO NORDISK A S | $6,820 | $7,390 |
| O'REILLY AUTOMOTIVE INC. | $8,974 | $12,485 |
| ORACLE CORP | $16,375 | $23,913 |
| PENTAIR INC. COM | $5,545 | $9,864 |
| PEPSICO INC | $27,208 | $33,425 |
| PETSMART INC. COM | $7,981 | $13,241 |
| PFIZER INC. | $39,674 | $59,728 |
| PING AN INSURANCE | $7,708 | $8,781 |
| PPG INDUSTRIES INC | $17,706 | $46,277 |
| PRECISION CASTPARTS | $11,455 | $17,505 |
| PRICELINE.COM INCORPORATED | $8,459 | $13,949 |
| PROCTER GAMBLE CO | $12,363 | $16,282 |
| PRUDENTIAL PLC SC | $8,512 | $21,330 |
| PULTE GROUP INC. | $13,919 | $14,789 |
| QUALCOMM INC | $10,328 | $14,108 |
| RAYTHEON CO. | $13,508 | $23,582 |
| REGENERON PHARMACEUTICALS, INC | $4,110 | $3,853 |
| RIO TINTO PLC SPONSORED ADR | $23,773 | $26,240 |
| ROCHE HOLDING LTD ADR | $14,860 | $23,166 |
| ROCKWELL AUTOMATION INC | $11,641 | $14,061 |
| ROYAL DUTCH SHELL PLC | $26,830 | $30,218 |
| SALESFORCE.COM | $3,699 | $3,974 |
| SANDISK CORP | $11,101 | $13,262 |
| SANOFI-AVENTIS SPONSORED ADR | $15,148 | $19,789 |
| SAP AKTIENGESELL ADS | $12,665 | $21,088 |
| SCHLUMBERGER LTD | $22,199 | $27,574 |
| SCHNEIDER ELEC UNSP/ADR | $11,885 | $12,303 |
| SCRIPPS NETWORKS INT | $9,688 | $14,258 |
| SEALED AIR CP | $9,520 | $15,765 |
| SHIN-ETSU CHEMICAL C | $12,677 | $13,490 |
| SIEMENS A G ADR | $14,831 | $19,253 |
| SKYWORKS SOLUTIONS, INC | $11,166 | $14,623 |
| SLM CORP | $8,856 | $12,693 |
| STARWOOD HOTELS & RESORTS | $22,248 | $24,788 |
| STATE STREET CORPORATION | $14,555 | $26,053 |
| SYMANTEC CORP | $9,431 | $12,120 |
| SYNOPSYS, INC. | $11,323 | $13,794 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $5,062 | $8,441 |
| TE CONNECTIVITY LTD | $20,145 | $31,743 |
| TECHNIP ADS | $9,617 | $8,904 |
| TEREX CORP | $10,592 | $20,071 |
| TESCO PLC S ADR | $15,472 | $11,131 |
| TEVA PHARMECEUTICAL SP ADR | $12,054 | $10,741 |
| TEXAS INSTRUMENTS INC. | $7,594 | $8,431 |
| TEXTRON INC. | $14,969 | $25,217 |
| THERMO FISHER SCIENTIFIC INC | $2,882 | $5,790 |
| TIME WARNER INC. | $5,208 | $11,504 |
| TJX COMPANIES INC | $12,321 | $17,972 |
| TOYOTA MTR CORP | $19,689 | $25,847 |
| TRAVELERS COMPANIES INC (THE) | $30,766 | $55,048 |
| TULLOW OIL PLC 899415202 | $8,320 | $6,043 |
| TWENTY-FIRST CENTURY, FOX INC | $10,777 | $23,353 |
| TYCO INTERNATIONAL LTD. | $15,059 | $23,598 |
| UNILEVER N V N Y | $10,632 | $14,603 |
| UNION PACIFIC | $10,604 | $25,536 |
| UNITED PARCEL SERVICE | $11,685 | $17,443 |
| UNITED TECHNOLOGIES CORP | $29,835 | $41,765 |
| VALERO ENERGY CORP | $5,436 | $14,414 |
| VERIZON COMMUNICATIONS | $11,856 | $11,400 |
| VISA INC | $15,629 | $30,062 |
| VODAFONE GROUP PLC | $21,361 | $30,858 |
| VOLKSWAGEN AG | $8,085 | $20,488 |
| WAL-MART STORES INC. | $12,046 | $19,673 |
| WALT DISNEY HOLDINGS CO. | $26,476 | $48,667 |
| WASTE MANAGEMENT INC. | $10,057 | $13,685 |
| WELLPOINT INC | $6,236 | $7,206 |
| WELLS FARGO & CO. | $4,901 | $9,307 |
| WESTERN DIGITAL CORP | $13,404 | $31,379 |
| WPP GROUP PLC | $5,994 | $15,391 |
| WYNN MACAU | $6,831 | $8,050 |
| YAHOO! INC | $7,870 | $8,492 |
| ZURICH INSURANCE GROUP AG | $9,804 | $11,785 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $200,278 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $197,333 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $26,080 | $26,080 | |
| Bank Charges | $1,004 | $1,004 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refunds | Desc |
| Revenue And Expenses Per Books | $1,140 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $84,604 | Amt |
| Net Investment Income | $84,604 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2013 | $200 | |
| Foreign Tax Paid | $3,253 | $3,253 |