DEUTSCH FAM FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DEUTSCH FAM FOUNDATION (EIN 65-6224006)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-15
- IRS object ID
- 201432279349100548
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-15T09:11:02-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSDT & COMPANY | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 S DADELAND BOULEVARD SUITE 600 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33156 | 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 | 656224006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEUTSCH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEUT | BusinessNameControlTxt |
| Phone | 3053586329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6747 SW 122 DRIVE | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33156 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN K DEUTSCH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3053586329 | PhoneNum |
| Signature | 2014-08-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SCHERTZER CPA | PreparerPersonNm |
| Phone | 3056703370 | PhoneNum |
| Preparation | 2014-08-15 | 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 | $113,238 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,826 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $8,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,942 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $45 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $45 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,435 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,797 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,897 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $799 | CashBOYAmt |
| Cash EOY | $6,364 | CashEOYAmt |
| Cash EOYFMV | $6,364 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,790 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,839 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,524 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $94,327 | CorporateStockBOYAmt |
| Corporate Stock EOY | $77,916 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $102,327 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,023 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $99,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,238 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $99,939 | UnrestrictedBOYAmt |
| Unrestricted EOY | $89,142 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $89,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $89,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,797 | ExcessRevenueOverExpensesAmt |
| Subtotal | $89,142 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $89,142 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $14,902 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $114,788 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.129822 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,658 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $118,453 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.123745 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,208 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $122,063 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.108206 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,414 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $85,122 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098846 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,906 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $145,039 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.123456 | DistributionYr5Rt |
| Total Distribution | 0.584075 | TotalDistributionRt |
| Average Distribution | 0.116815 | AverageDistributionRt |
| Net Investment Income Pct | $19 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38 | SubtotalAmt |
| Tax Based On Investment Income | $38 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $38 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL SCHERTZER CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3056703370 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 S DADELAND BLVD SUITE 6000000 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 331562841 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN K DEUTSCH | ||||||||
| 6747 SW 122 DR | MIAMI | FL | 33156 | TRUSTEE | 0 | $0 | $0 | $0 |
| IANE D DEUTSCH | ||||||||
| 6747 SW 122 DR | MIAMI | FL | 33156 | TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $38 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,720 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $17,906 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,414 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,241 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,678 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,921 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $69,160 | TotalExcessDistributionCyovAmt |
| Total Corpus | $69,160 | TotalCorpusAmt |
| Taxable2 | $5,720 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $17,906 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,254 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,414 | ExcessFromYear4Amt |
| Excess From Year3 | $13,241 | ExcessFromYear3Amt |
| Excess From Year2 | $14,678 | ExcessFromYear2Amt |
| Excess From Year1 | $14,921 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN K DEUTSCH IANE D DEUTSCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BET SHIRA CONGREGATION | ||||||
| 7500 SW 120 ST | MIAMI | FL | 33156 | R | RELIGIOUS | $7,260 |
| GREATER MIAMI JEWISH FEDERATION | ||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | C | CIVIC SERVICE | $1,300 |
| UNIVERSITY OF MIAMI | ||||||
| PO BOX 248167 | CORAL GABLES | FL | 33124 | C | CIVIC SERVICE | $1,150 |
| VACC CAMP MIAMI | ||||||
| 3200 SW 60TH COURT | MIAMI | FL | 33155 | C | CIVIC SERVICE | $1,500 |
| EASTER SEALS | ||||||
| 555 AUBURN STREET | MANCHESTER | NH | 03103 | C | CIVIC SERVICE | $500 |
| EMORY UNIVERSITY | ||||||
| 201 Dowman Drive | ATLANTA | GA | 30322 | E | EDUCATIONAL | $250 |
| KIRK HAAS SCHOLARSHIP FUND | ||||||
| 651 E Jefferson Street | Tallahassee | FL | 323992300 | C | CIVIC SERVICE | $2,500 |
| ALPY JCC | ||||||
| 11155 SW 112th Ave | MIAMI | FL | 33156 | C | CIVIC SERVICE | $180 |
| VITAS COMMUNITY CONNECTION | ||||||
| 100 S Biscayne Blvd | MIAMI | FL | 33130 | C | CIVIC SERVICE | $100 |
| ALUMNI & FRIENDS OF LA GUARDIA | ||||||
| 100 Amsterdam Ave | NEW YORK | NY | 10023 | C | CIVIC SERVICE | $250 |
| RANSOM EVERGLADES | ||||||
| 3575 Main Hwy | MIAMI | FL | 33133 | E | EDUCATION | $250 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 Greenville Ave | DALLAS | TX | 75231 | C | CIVIC SERVICE | $100 |
| GSD RESEARCH | ||||||
| PO Box 100296 | GAINESVILLE | FL | 32610 | C | CIVIC SERVICE | $600 |
| NCJW | ||||||
| 475 Riverside Drive Suite 1901 | NEW YORK | NY | 10115 | C | CIVIC SERVICE | $200 |
| TEMPLE BNAI ISRAEL | ||||||
| 400 North Edgelawn Drive | AURORA | IL | 60506 | C | CIVIC SERVICE | $750 |
| Friends of the March of the Living | ||||||
| 7500 SW 120 Street | PINECREST | FL | 33156 | C | CIVIC SERVICE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,390 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523100 | BusinessCd |
| Unrelated Business Taxbl Incm | $116 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523100 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,015 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523100 | BusinessCd |
| Related Or Exempt Function Incm | $6,507 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,131 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $6,507 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,638 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | E | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| PUBLIC MARKET | ||||||
| ALLIANCEBERNSTEIN WLT APP-ADD | 2009-08 | Purchased | 2013-01 | $9,786 | $7,713 | $2,073 |
| PUBLIC MARKET | ||||||
| ALLIANCEBERNSTEIN WLT APP-ADD | 2009-08 | Purchased | 2013-04 | $5,000 | $3,753 | $1,247 |
| PUBLIC MARKET | ||||||
| ALLIANCEBERNSTEIN WLT APP-ADD | 2009-08 | Purchased | 2013-10 | $10,000 | $6,813 | $3,187 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-A | FormAndLineReferenceDesc |
| Medium Explanation | 8(B) - COPY TO ATTORNEY GENERAL NOT REQUIRED. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANCEBERBSTEIN WEALTH | $18,764 | $26,252 |
| CBS CORP | $21,555 | $31,547 |
| PRINCIPAL FINANCIAL GROUP IN | $16,043 | $15,943 |
| VIACOM INC. | $21,554 | $28,585 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STATE OF ISRAEL BONDS | CategoryOrItemTxt |
| Book Value | $2,023 | BookValueAmt |
| EOYFMV | $2,023 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $45 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |