DEUTSCH FAM FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DEUTSCH FAM FOUNDATION (EIN 65-6224006)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-13
- IRS object ID
- 201232269349100628
- 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
- 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) |
|---|---|---|
| Timestamp | 2012-08-13T12:49:04-07:00 | 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 | KSDT & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656224006 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEUTSCH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DEUT | NameControl |
| Phone | 3053586329 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN K DEUTSCH | Name |
| Title | TRUSTEE | Title |
| Phone | 3053586329 | Phone |
| Date Signed | 2012-07-17 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL SCHERTZER CPA | Name |
| Phone | 3056703370 | Phone |
| Date Prepared | 2012-08-13 | DatePrepared |
| 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 | 109219 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1968 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1968 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2407 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 55 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 55 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 4431 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2024 | TotalNetInvestmentIncome |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 10 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14678 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14678 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 14688 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 14678 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -10257 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2024 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7373 | CashBOY |
| Cash EOY | 735 | CashEOY |
| Cash EOYFMV | 735 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2603 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2523 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2523 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 111293 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 105754 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 103961 | InvestmentsCorpStockEOYFMV |
| Investments Other EOY | 2000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2000 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 121269 | TotalAssetsBOY |
| Total Assets EOY | 111012 | TotalAssetsEOY |
| Total Assets EOYFMV | 109219 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 121269 | UnrestrictedBOY |
| Unrestricted EOY | 111012 | UnrestrictedEOY |
| Total Net Assets BOY | 121269 | TotalNetAssetsBOY |
| Total Net Assets EOY | 111012 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 121269 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 111012 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 121269 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -10257 | ExcessOfRevenueOverExpenses |
| Subtotal | 111012 | Subtotal |
| Total Net Assets Fund Balances EOY | 111012 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 13208 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 122063 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.108206 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 8414 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 85122 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.098846 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 17906 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 145039 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.123456 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 15152 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 206812 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.073265 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 19376 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 191473 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.101194 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.504967 | TotalDistributionRatio |
| Average Distribution Ratio | 0.100993 | AverageDistributionRatio |
| One Percent Net Investment Income | 20 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 20 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 14678 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 20 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 20 | Subtotal |
| Tax Based On Investment Income | 20 | TaxBasedOnInvestmentIncome |
| Tax Paid Original Return | 0 | TaxPaidOriginalReturn |
| Tax Due | 20 | 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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL SCHERTZER CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3056703370 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 S DADELAND BLVD SUITE 601 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 331562841 | 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 20 | TaxBasedOnInvestmentIncome |
| Total Tax | 20 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 14678 | ExpensesAndContributions |
| Qualifying Distributions | 14678 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 20 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 14658 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 6070 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 19550 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 15152 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 17906 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 8414 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 13241 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 74263 | TotalExcessDistriCarryover |
| Qualifying Distributions | 14678 | QualifyingDistributions |
| Remaining Distri From Corpus | 14678 | RemainingDistriFromCorpus |
| Total Corpus | 88941 | TotalCorpus |
| Taxable Amount2 | 6070 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 19550 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 69391 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 15152 | ExcessFromYear4 |
| Excess From Year3 | 17906 | ExcessFromYear3 |
| Excess From Year2 | 8414 | ExcessFromYear2 |
| Excess From Year1 | 13241 | ExcessFromYear1 |
| Excess From Current Year | 14678 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN K DEUTSCH IANE D DEUTSCH | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BET SHIRA CONGREGATION | ||||||
| 7500 SW 120 ST | MIAMI | FL | 33156 | R | RELIGIOUS | $6,500 |
| GREATER MIAMI JEWISH FEDERATION | ||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | C | CIVIC SERVICE | $1,250 |
| UNIVERSITY OF MIAMI | ||||||
| PO BOX 248167 | CORAL GABLES | FL | 33124 | C | CIVIC SERVICE | $200 |
| 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 |
| US HOLOCOST MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | E | EDUCATIONAL | $100 |
| DAVE & MARY ALPER JCC | ||||||
| 11155 SW 112TH AVENUE | MIAMI | FL | 33176 | R | RELIGIOUS | $180 |
| EMORY UNIVERSITY | ||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | E | EDUCATIONAL | $250 |
| NIAGARA UNIVERSITY | ||||||
| NIAGARA UNIVERSITY | NEW YORK | NY | 14109 | E | EDUCATIONAL | $250 |
| MAIN IDEA INC | ||||||
| 3 SHADY RUN LANE | GORHAM | ME | 040381618 | E | EDUCATIONAL | $200 |
| KIRK HAAS SCHOLARSHIP FUND | ||||||
| 651 E JEFFERSON STREET | TALLAHASSEE | FL | 323992300 | C | CIVIC SERVICE | $1,500 |
| TEACH FOR AMERICA | ||||||
| 3250 NE 1ST AVE APT 304 | MIAMI | FL | 33131 | E | EDUCATIONAL | $100 |
| ACTORS FUND | ||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | C | CIVIC SERVICE | $548 |
| UNIVERSITY OF MIAMI SCHOOL OF LAW | ||||||
| PO BOX 248167 | CORAL GABLES | FL | 33124 | E | EDUCATIONAL | $1,000 |
| SUSAN G KOMEN FOR THE CURE | ||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | C | CIVIC SERVICE | $250 |
| BRANDEIS UNIVERSITY | ||||||
| 415 SOUTH ST | WALTHAM | MA | 02453 | E | EDUCATIONAL | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14678 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523100 | BusinessCode |
| Unrelated Business Income | $1 | UnrelatedBusinessIncomeAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523100 | BusinessCode |
| Unrelated Business Income | $1,968 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 523100 | BusinessCode |
| Unrelated Business Income | $2,406 | UnrelatedBusinessIncomeAmount |
| Related Or Exempt Function Income | 2407 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $4,375 | UnrelatedBusinessIncomeAmount |
| Related Or Exempt Function Income | 2407 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6782 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | E | LineNumber |
| Relationship Statement | NOT APPLICABLE | RelationshipStatement |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALLIANCE BERNSTEIN WEALTH | Name |
| How Acquired | Purchased | HowAcquired |
| Gross Sales Price | 10000 | GrossSalesPrice |
| Basis | 7593 | Basis |
| Total Net | 2407 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART VII-A | Identifier |
| Explanation | 8(B) - COPY TO ATTORNEY GENERAL NOT REQUIRED. | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALLIANCEBERBSTEIN WEALTH | 46602 | 50888 |
| CBS CORP | 21555 | 14710 |
| PRINCIPAL FINANCIAL GROUP IN | 16043 | 13751 |
| VIACOM INC. | 21554 | 24612 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STATE OF ISRAEL BONDS | CategoryOrItem |
| Book Value | 2000 | BookValue |
| EOYFMV | 2000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 55 | RevenueAndExpensesPerBooks |
| Net Investment Income | 55 | NetInvestmentIncome |