BDH FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
BDH FOUNDATION (EIN 26-0479488)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-07
IRS object ID
201341279349100919
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-07T18:08:06-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Brand Sonnenschine LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1299 Broadway Suite 600AddressLine1
CityNew YorkCity
StateNYState
ZIP Code10007ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN260479488EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BDH FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% BASSIE HURWITZ TRUSTEEInCareOfName
Name ControlBDHFNameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line11115 EAST 5TH STREETAddressLine1
Address Line2SuiteAddressLine2
CityBROOKLYNCity
StateNYState
ZIP Code11230ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBASSIE HURWITZName
TitleTRUSTEETitle
Date Signed2013-05-07DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameCaryn GarfinkleName
Phone2122190220Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1870654FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss70250ContriReceivedRevAndExpnss
Dividends Rev And Expnss87702DividendsRevAndExpnss
Dividends Net Invst Incm86415DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-50222NetGainSaleAssetsRevAndExpnss
Gross Sales Price157266GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses107730TotalRevenueAndExpenses
Total Net Investment Income86415TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Accounting Fees Rev And Expnss2780AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1390AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps1390AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss3843TaxesRevAndExpnss
Other Expenses Rev And Expnss250OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps250OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss6873TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1390TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1640TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss89500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps89500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss96373TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1390TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps91140TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses11357ExcessOfRevenueOverExpenses
Net Investment Income85025NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY31018SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY71587SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV71587SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY1184141InvestmentsGovtObligBOY
Investments Govt Oblig EOY1222514InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV1373851InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY590661InvestmentsCorpStockBOY
Investments Corp Stock EOY522832InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV424972InvestmentsCorpStockEOYFMV
Other Assets EOY244OtherAssetsEOY
Other Assets EOYFMV244OtherAssetsEOYFMV
Total Assets BOY1805820TotalAssetsBOY
Total Assets EOY1817177TotalAssetsEOY
Total Assets EOYFMV1870654TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY1805820RetainedEarningsBOY
Retained Earnings EOY1817177RetainedEarningsEOY
Total Net Assets BOY1805820TotalNetAssetsBOY
Total Net Assets EOY1817177TotalNetAssetsEOY
Total Liabilities Net Assets BOY1805820TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1817177TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1805820TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses11357ExcessOfRevenueOverExpenses
Subtotal1817177Subtotal
Total Net Assets Fund Balances EOY1817177TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
10,000 FLORIDA HSG FIN CORP REVP2008-11-062012-10-0110000779922012201
125,000 NEW YORK NY SER D 1P2009-12-212012-04-261462511246892156221562
3,000 LEHMAN BROS. HLDGP2008-02-052012-03-0975000-75000-75000
CAPITAL GAIN DIVIDENDSP1015
FieldValueIRS element (for citing)
Capital Gain Net Income-50222CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year166023QualifyingDistributionsYear1
Noncharitable Assets Year11592044NoncharitableAssetsYear1
Distribution Ratio Year10.041471DistributionRatioYear1
Qualifying Distributions Year241510QualifyingDistributionsYear2
Noncharitable Assets Year21339175NoncharitableAssetsYear2
Distribution Ratio Year20.030997DistributionRatioYear2
Qualifying Distributions Year360858QualifyingDistributionsYear3
Noncharitable Assets Year31050918NoncharitableAssetsYear3
Distribution Ratio Year30.057909DistributionRatioYear3
Qualifying Distributions Year480719QualifyingDistributionsYear4
Noncharitable Assets Year41005559NoncharitableAssetsYear4
Distribution Ratio Year40.080273DistributionRatioYear4
Qualifying Distributions Year50QualifyingDistributionsYear5
Noncharitable Assets Year5139465NoncharitableAssetsYear5
Distribution Ratio Year50.0DistributionRatioYear5
Total Distribution Ratio0.21065TotalDistributionRatio
Average Distribution Ratio0.04213AverageDistributionRatio
Net Noncharitable Assets1788637NetNoncharitableAssets
Adjusted Noncharitable Assets75355AdjustedNoncharitableAssets
One Percent Net Investment Income850OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One76205AdjNonchrtblAssetsAndOnePct
Qualifying Distributions91140QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax850InvestmentIncomeExciseTax
Subtotal850Subtotal
Tax Based On Investment Income850TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment2760EstTaxPaymentsAndOverpayment
Total Credits And Payments2760TotalCreditsAndPayments
Overpayment1910Overpayment
Amount Credited To Next Year1910AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
States Filed WithNYStatesFiledWith
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1BASSIE HURWITZ TRUSTEEBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number7186779493BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11115 EAST 5TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code112303337ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
BASSIE HURWITZ
1115 EAST 5TH STREETBROOKLYNNY11230PRESIDENT/SECRETARY0000
MEIR ELOZOR HURWITZ
1115 EAST 5TH STREETBROOKLYNNY11230TRUSTEE0000
CHAYA BRACHA HURWITZ
1115 EAST 5TH STREETBROOKLYNNY11230TRUSTEE0000
FieldValueIRS element (for citing)
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1
FieldValueIRS element (for citing)
Sum Of Program Related InvestmentsSumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1763487AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances52144AvgMonthlyCashBalances
FMV All Other Noncharitable Assets244FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1815875TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1815875AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable27238CashDeemedCharitable
Net Noncharitable Assets1788637NetNoncharitableAssets
Minimum Investment Return89432MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return89432MinimumInvestmentReturn
Tax Based On Investment Income850TaxBasedOnInvestmentIncome
Total Tax850TotalTax
Distributable Amount Before Adj88582DistributableAmountBeforeAdj
Distributable Amount Before Ded88582DistributableAmountBeforeDed
Distributable Amount As Adjusted88582DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions91140ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions91140QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm850OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions90290AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted88582DistributableAmountAsAdjusted
Undistributed Income Prior Year1742UndistributedIncomePriorYear
Prior Year12010PriorYear1
Prior Year22009PriorYear2
Prior Year32008PriorYear3
Qualifying Distributions91140QualifyingDistributions
Applied To Year11742AppliedToYear1
Applied To Current Year88582AppliedToCurrentYear
Remaining Distri From Corpus816RemainingDistriFromCorpus
Total Corpus816TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year816ExcessDistriCyovToNextYear
Excess From Current Year816ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerBASSIE HURWITZContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientForeignAddress/AddressLine1CountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCode
EDUCATIONAL INST OHOLEI TORAH
667 EASTERN PARKWAYBROOKLYNNY11213NONEEXEMPTCHARITABLE$10,000
TEHILLAT NAAVA-SHLACH LACHMECHA
1415 59TH STREETBROOKLYNNY11219NONEEXEMPTCHARITABLE$1,800
CONG BAIS MORDECHAI
505 AVENUE JBROOKLYNNY11230NONEEXEMPTCHARITABLE$1,000
TEN YAD HACHNASAS KALLAH
559 EMPIRE BLVDBROOKLYNNY11225NONEEXEMPTCHARITABLE$15,000
YESHIVA CH'SAN SOFER
1876 50TH STREETBROOKLYNNY11204NONEEXEMPTCHARITABLE$5,000
GEMILAS CHESED CHASDEI DOVID
1266 44TH STREETBROOKLYNNY11219NONEEXEMPTCHARITABLE$500
KEREN SIMCHAS CHOSSON V'KALLAH
712 MONTGOMERY STREETBROOKLYNNY11213NONEEXEMPTCHARITABLE$7,500
CONG OHR MENACHEM
1729 PRESIDENT STREETBROOKLYNNY11213NONEEXEMPTCHARITABLE$20,000
CONG BAIS DAVID
1383 PRESIDENT STREET 1ST FLBROOKLYNNY11213NONEEXEMPTCHARITABLE$10,000
CONG LUBAVITCH
770 EASTERN PARKWAYBROOKLYNNY11213NONEEXEMPTCHARITABLE$3,100
STRETTIRER BAIS HAMEDRASH
4608 BAY PARKWAYBROOKLYNNY11230NONEEXEMPTCHARITABLE$500
CONG TIFERES YECHEZKEL
1379 58TH STREETBROOKLYNNY11219NONEEXEMPTCHARITABLE$250
YESHIVA SCHOOLS OF PITTSBURGH
2100 WIGHTMAN STREETPITTSBURGHPA15217NONEEXEMPTCHARITABLE$250
CONG MIGDAL HASHAIN
2 MARCIA LANESPRING VALLEYNY10977NONEEXEMPTCHARITABLE$2,000
CONG BETH ARYEH
1069 EAST 4TH STREETBROOKLYNNY11230NONEEXEMPTCHARITABLE$250
YOUNG ISRAEL OF MEMPHIS
531 S YATESMEMPHISTN38120NONEEXEMPTCHARITABLE$250
IMCHA
1575 50TH STREETBROOKLYNNY11219NONEEXEMPTCHARITABLE$1,800
RABBI JACOB JOSEPH SCHOOL
1 PLAINFIELD AVEEDISONNJ08817NONEEXEMPTCHARITABLE$250
CHABAD OF UNION COUNTY
193 SOUTH AVENUEFANWOODNJ07023NONEEXEMPTCHARITABLE$3,600
CHABAD OF PUERTO RICO
NONEEXEMPTCHARITABLE$1,00017 CALLE PALIA CAROLINARQ00979-7346
CONG SHAAREI TEFILLAH
29 PARKER BLVDMONSEYNY10952NONEEXEMPTCHARITABLE$500
MERKAZ
1739 OCEAN AVENUEBROOKLYNNY11230NONEEXEMPTCHARITABLE$1,650
CHABAD OF MARIN
1721 45TH STREETBROOKLYNNY11204NONEEXEMPTCHARITABLE$500
MISASKIM
5805 16TH AVENUEBROOKLYNNY11204NONEEXEMPTCHARITABLE$1,000
KHAL YERAIM CYS
3832 LYME AVENUESEAGATENY11224NONEEXEMPTCHARITABLE$1,800
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year89500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments
Int On Savings And Temp Cash InvstIntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$87,702ExclusionAmount
FieldValueIRS element (for citing)
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$50,222ExclusionAmount
FieldValueIRS element (for citing)
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$37,480ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA37480TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualBASSIE HURWITZContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11115 E 5TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11230ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions70250AggregateContributions
Person Contribution TypeXPersonContributionType

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of Bond50,000 BEAR STEARNS CONameOfBond

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (14 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
150 PROSHARES ULTRA FINAN3280510172
2000 SELECT SECTOR SPDR4817732780
2000 BANK OF AMERICA CORP5000051200
14615 CITIGROUP
14615 CITIGROUP
3000 LEHMAN BROTHERS HLDNG
2000 WELLS FARGO CAPITAL5000050660
CAPITAL INCOME BUILDER FUND6156454116
CAPITAL WORLD GROWTH & INCOME8200174548
DAVIS NY VENTURE FUND CLASS A2918526564
FIDELITY ADVISOR NEW INSIGHTS950611436
IVY ASSET STRATEGY FUND CL A5654454915
OPPENHEIMER DEV MARKETS FUND7536558443
1,775 CENTERLINE HOLDING CO27685138

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Securities EOY Book Val1222514StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV1373851StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemCENTERLINE K-1CategoryOrItem

Land Etc Schedule2 LandEtcSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionDUE FROM BROKERDescription
EOY Book Value244EOYBookValue
EOYFMV244EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionNYS FILING FEEDescription
Revenue And Expenses Per Books250RevenueAndExpensesPerBooks
Disbursements Charitable Prps250DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmount
FOREIGN TAX$211
FEDERAL TAXES$3,632

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