BDH FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BDH FOUNDATION (EIN 26-0479488)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-26
- IRS object ID
- 201221179349100107
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-26T13:45:37-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brand Sonnenschine LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260479488 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BASSIE HURWITZ TRUSTEE | InCareOfName |
| Name Control | BDHF | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 EAST 5TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11230 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BASSIE HURWITZ | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2012-04-24 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122190220 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1703244 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 128250 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 61510 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 59887 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 78712 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 744973 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 78712 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 268472 | TotalRevenueAndExpenses |
| Total Net Investment Income | 138599 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2025 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1012 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1013 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 45 | InterestRevAndExpnss |
| Interest Net Invst Incm | 45 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 301 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 746 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 494 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 250 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3117 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1551 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1263 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 64760 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 64760 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 67877 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1551 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 66023 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 200595 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 137048 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 124464 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 31018 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 31018 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 557910 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1184141 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1304455 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 894748 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 590661 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 367771 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 28103 | InvestmentsOtherBOY |
| Total Assets BOY | 1605225 | TotalAssetsBOY |
| Total Assets EOY | 1805820 | TotalAssetsEOY |
| Total Assets EOYFMV | 1703244 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1605225 | RetainedEarningsBOY |
| Retained Earnings EOY | 1805820 | RetainedEarningsEOY |
| Total Net Assets BOY | 1605225 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1805820 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1605225 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1805820 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1605225 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 200595 | ExcessOfRevenueOverExpenses |
| Subtotal | 1805820 | Subtotal |
| Total Net Assets Fund Balances EOY | 1805820 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| CAPITAL INCOME BLDR CL A | P | 2010-06-21 | 2011-05-06 | 3144 | 2899 | 245 | 245 |
| CAPITAL WORLD GROWTH & INCOME | P | 2010-06-21 | 2011-05-06 | 3455 | 3010 | 445 | 445 |
| DAVIS NEW YORK VENTURE FD CL A | P | 2010-12-02 | 2011-05-23 | 1172 | 1081 | 91 | 91 |
| JENISON MI PUB SCH | P | 2011-04-07 | 2011-11-23 | 130590 | 121417 | 9173 | 9173 |
| METROPOLITAN TRANSN AUTH NY | P | 2010-10-29 | 2011-10-19 | 107167 | 103709 | 3458 | 3458 |
| OPPENHEIMER DEVELOPING MKTS | P | 2010-12-23 | 2011-05-23 | 127 | 128 | -1 | -1 |
| CAPITAL INCOME BLDR CL A | P | 2008-07-31 | 2011-05-06 | 23046 | 23036 | 10 | 10 |
| CAPITAL WORLD GROWTH & INCOME | P | 2008-07-15 | 2011-05-06 | 53635 | 52278 | 1357 | 1357 |
| CITIGROUP INC | P | 2008-01-18 | 2011-04-07 | 134419 | 99997 | 34422 | 34422 |
| DAVIS NEW YORK VENTURE FD CL A | P | 2008-01-04 | 2011-05-23 | 76468 | 73871 | 2597 | 2597 |
| FIDELITY ADVISOR NEW INSIGHTS | P | 2008-07-15 | 2011-05-31 | 72247 | 65890 | 6357 | 6357 |
| FLORIDA HSG FIN CORP | P | 2008-11-06 | 2011-07-01 | 5000 | 3885 | 1115 | 1115 |
| NY MUN BD BK AGY RECOBRY ACT | P | 2009-12-28 | 2011-02-02 | 99520 | 99450 | 70 | 70 |
| OPPENHEIMER DEVELOPING MKTS | P | 2008-07-31 | 2011-05-23 | 34983 | 15610 | 19373 | 19373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 78712 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 41510 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1339175 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.030997 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 60858 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1050918 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057909 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 80719 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1005559 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.080273 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 139465 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.169179 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042295 | AverageDistributionRatio |
| Net Noncharitable Assets | 1592044 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 67336 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1370 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 68706 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 66023 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2741 | InvestmentIncomeExciseTax |
| Subtotal | 2741 | Subtotal |
| Tax Based On Investment Income | 2741 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1869 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1869 | TotalCreditsAndPayments |
| Tax Due | 872 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| States Filed With | NY | StatesFiledWith |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BASSIE HURWITZ TRUSTEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7186779493 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1582114 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 20122 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 14052 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1616288 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1616288 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24244 | CashDeemedCharitable |
| Net Noncharitable Assets | 1592044 | NetNoncharitableAssets |
| Minimum Investment Return | 79602 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 79602 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2741 | TaxBasedOnInvestmentIncome |
| Total Tax | 2741 | TotalTax |
| Distributable Amount Before Adj | 76861 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 76861 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 76861 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 66023 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 66023 | QualifyingDistributions |
| Adj Qualifying Distributions | 66023 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 76861 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year3 | 234 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 8862 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 9096 | TotalExcessDistriCarryover |
| Qualifying Distributions | 66023 | QualifyingDistributions |
| Applied To Current Year | 66023 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 9096 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 9096 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 1742 | UndistributedIncomeCY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BASSIE HURWITZ | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FREE | |||||||
| 1383 PRESIDENT STREET | BROOKLYN | NY | 11213 | NONE | EXEMPT | CHARITABLE | $1,000 |
| GATEWAYS | |||||||
| 11 WALLENBERG CIRCLE | MONSEY | NY | 10952 | NONE | EXEMPT | CHARITABLE | $600 |
| EDUCATIONAL INST OHOLEI TORAH | |||||||
| 667 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | EXEMPT | CHARITABLE | $10,000 |
| TEHILLAT NAAVA-SHLACH LACHMECHA | |||||||
| 1415 59TH STREET | BROOKLYN | NY | 11219 | NONE | EXEMPT | CHARITABLE | $1,000 |
| CONG BAIS MORDECHAI | |||||||
| 505 AVENUE J | BROOKLYN | NY | 11230 | NONE | EXEMPT | CHARITABLE | $1,000 |
| TEN YAD HACHNASAS KALLAH | |||||||
| 559 EMPIRE BLVD | BROOKLYN | NY | 11225 | NONE | EXEMPT | CHARITABLE | $14,000 |
| YESHIVA CH'SAN SOFER | |||||||
| 1876 50TH STREET | BROOKLYN | NY | 11204 | NONE | EXEMPT | CHARITABLE | $1,800 |
| CONG OHEL MOSHE | |||||||
| 849 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | EXEMPT | CHARITABLE | $500 |
| GEMILAS CHESED CHASDEI DOVID | |||||||
| 1266 44TH STREET | BROOKLYN | NY | 11219 | NONE | EXEMPT | CHARITABLE | $500 |
| KEREN SIMCHAS CHOSSON V'KALLAH | |||||||
| 712 MONTGOMERY STREET | BROOKLYN | NY | 11213 | NONE | EXEMPT | CHARITABLE | $3,600 |
| ROFEH CHOLIM CANCER SOCIETY | |||||||
| 762 BEDFORD AVE | BROOKLYN | NY | 11205 | NONE | EXEMPT | CHARITABLE | $1,200 |
| PROJECT YES | |||||||
| 56 BRIARCLIFF DRIVE | MONSEY | NY | 10952 | NONE | EXEMPT | CHARITABLE | $1,800 |
| CHEVRA SIMCHAS SHABBOS V'YOM TOV | |||||||
| 593 MONTGOMERY STREET | BROOKLYN | NY | 11225 | NONE | EXEMPT | CHARITABLE | $5,000 |
| CONG OHR MENACHEM | |||||||
| 1729 PRESIDENT STREET | BROOKLYN | NY | 11213 | NONE | EXEMPT | CHARITABLE | $5,400 |
| JEWISH CHILDRENS MUSEUM | |||||||
| 792 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | EXEMPT | CHARITABLE | $2,200 |
| BONEI OLAM | |||||||
| 1755 46TH STREET | BROOKLYN | NY | 11204 | NONE | EXEMPT | CHARITABLE | $3,600 |
| CONG BAIS DAVID | |||||||
| 1383 PRESIDENT STREET 1ST FL | BROOKLYN | NY | 11213 | NONE | EXEMPT | CHARITABLE | $7,200 |
| CHABAD OF SOUTH BROWARD | |||||||
| 10601 STIRLING ROAD | COOPER CITY | FL | 33328 | NONE | EXEMPT | CHARITABLE | $4,000 |
| CONG LUBAVITCH | |||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | EXEMPT | CHARITABLE | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 64760 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $61,510 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $78,712 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $140,222 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 140222 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | BASSIE HURWITZ | 1115 E 5TH STREET | BROOKLYN | NY | 11230 | 100250 | X |
| 2 | NORTHERN MANHATTAN NURSING HOME INC | 116 EAST 125TH STREET | NEW YORK | NY | 10035 | 25000 | X |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | 50,000 BEAR STEARNS CO | NameOfBond |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (14 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 150 PROSHARES ULTRA FINAN | 32805 | 6656 |
| 2000 SELECT SECTOR SPDR | 48177 | 26000 |
| 2000 BANK OF AMERICA CORP | 50000 | 44200 |
| 14615 CITIGROUP | ||
| 14615 CITIGROUP | ||
| 3000 LEHMAN BROTHERS HLDNG | 75000 | 15 |
| 2000 WELLS FARGO CAPITAL | 50000 | 51980 |
| CAPITAL INCOME BUILDER FUND | 59366 | 48400 |
| CAPITAL WORLD GROWTH & INCOME | 80053 | 62580 |
| DAVIS NY VENTURE FUND CLASS A | 27823 | 23565 |
| FIDELITY ADVISOR NEW INSIGHTS | 9460 | 9872 |
| IVY ASSET STRATEGY FUND CL A | 55155 | 46020 |
| OPPENHEIMER DEV MARKETS FUND | 75137 | 48361 |
| 1,775 CENTERLINE HOLDING CO | 27685 | 122 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 1184141 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 1304455 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CENTERLINE K-1 | CategoryOrItem |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CENTERLINE PORTOLIO EXPENSE | 30 | 30 | |
| CENTERLINE NONDEDUCTIBLE | 2 | ||
| NYS FILING FEE | 250 | 250 | |
| MISCELLANEOUS | 464 | 464 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | Category |
| Amount | $301 | Amount |
Comments