NUBIR CHARITABLE FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
NUBIR CHARITABLE FOUNDATION (EIN 20-2055991)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-13
IRS object ID
201243189349100969
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-13T15:32:48-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN112999103EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BARRY SCHECHTER CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA SUITE 5440AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10119ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN202055991EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE NUBIR CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlNUBINameControl
Phone7188510218Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11466 59TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11219ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSOLOMON RUBINName
TitleTRUSTEETitle
Phone7188510218Phone
Date Signed2012-11-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBARRY SCHECHTER CPAName
PTINP00010696PTIN
Phone2129475880Phone
Date Prepared2012-11-01DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY867627FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss150000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss2InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss27091DividendsRevAndExpnss
Dividends Net Invst Incm27091DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss12239NetGainSaleAssetsRevAndExpnss
Gross Sales Price97078GrossSalesPrice
Capital Gain Net Incm Net Invst Incm12239CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses189332TotalRevenueAndExpenses
Total Net Investment Income39332TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss3565AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1795AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss4651TaxesRevAndExpnss
Taxes Net Invst Incm1401TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss4398OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss12614TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm3196TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss225850ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps225850ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss238464TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm3196TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps225850TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-49132ExcessOfRevenueOverExpenses
Net Investment Income36136NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY8268CashBOY
Investments Corp Stock BOY302584InvestmentsCorpStockBOY
Investments Corp Stock EOY243094InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV198537InvestmentsCorpStockEOYFMV
Investments Other BOY839962InvestmentsOtherBOY
Investments Other EOY858588InvestmentsOtherEOY
Investments Other EOYFMV669090InvestmentsOtherEOYFMV
Total Assets BOY1150814TotalAssetsBOY
Total Assets EOY1101682TotalAssetsEOY
Total Assets EOYFMV867627TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY1150814UnrestrictedBOY
Unrestricted EOY1101682UnrestrictedEOY
Total Net Assets BOY1150814TotalNetAssetsBOY
Total Net Assets EOY1101682TotalNetAssetsEOY
Total Liabilities Net Assets BOY1150814TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1101682TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1150814TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-49132ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1101682Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1101682TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
WELLS FARGOP2011-06-012011-12-31408439949090
WELLS FARGOP2010-06-012011-12-3192994808451214912149
FieldValueIRS element (for citing)
Capital Gain Net Income12239CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year161230QualifyingDistributionsYear1
Noncharitable Assets Year1894989NoncharitableAssetsYear1
Distribution Ratio Year10.068414DistributionRatioYear1
Qualifying Distributions Year2116351QualifyingDistributionsYear2
Noncharitable Assets Year2764498NoncharitableAssetsYear2
Distribution Ratio Year20.152193DistributionRatioYear2
Qualifying Distributions Year3347633QualifyingDistributionsYear3
Noncharitable Assets Year3924224NoncharitableAssetsYear3
Distribution Ratio Year30.376135DistributionRatioYear3
Qualifying Distributions Year4107507QualifyingDistributionsYear4
Noncharitable Assets Year41257722NoncharitableAssetsYear4
Distribution Ratio Year40.085478DistributionRatioYear4
Qualifying Distributions Year551941QualifyingDistributionsYear5
Noncharitable Assets Year5922965NoncharitableAssetsYear5
Distribution Ratio Year50.056276DistributionRatioYear5
Total Distribution Ratio0.738496TotalDistributionRatio
Average Distribution Ratio0.147699AverageDistributionRatio
Net Noncharitable Assets1000866NetNoncharitableAssets
Adjusted Noncharitable Assets147827AdjustedNoncharitableAssets
One Percent Net Investment Income361OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One148188AdjNonchrtblAssetsAndOnePct
Qualifying Distributions225850QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax361InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal361Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income361TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment2642EstTaxPaymentsAndOverpayment
Total Credits And Payments2642TotalCreditsAndPayments
Overpayment2281Overpayment
Amount Credited To Next Year2281AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameSOLOMON RUBINBooksInCareOfPersonName
Books In Care Of Phone Number7188510218BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11466 59TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11219ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
SOLOMON RUBIN
1466 59TH STREETBROOKLYNNY11219TRUSTEE2.00000
BAILA RUBIN
1466 59TH STREETBROOKLYNNY11219TRUSTEE2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1020468AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances-4360AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1016108TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1016108AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable15242CashDeemedCharitable
Net Noncharitable Assets1000866NetNoncharitableAssets
Minimum Investment Return50043MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return50043MinimumInvestmentReturn
Tax Based On Investment Income361TaxBasedOnInvestmentIncome
Total Tax361TotalTax
Distributable Amount Before Adj49682DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded49682DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted49682DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions225850ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions225850QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm361OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions225489AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted49682DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year55127ExcessDistriCarryoverYear5
Excess Distri Carryover Year446927ExcessDistriCarryoverYear4
Excess Distri Carryover Year3301864ExcessDistriCarryoverYear3
Excess Distri Carryover Year278484ExcessDistriCarryoverYear2
Excess Distri Carryover Year118959ExcessDistriCarryoverYear1
Total Excess Distri Carryover451361TotalExcessDistriCarryover
Qualifying Distributions225850QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year49682AppliedToCurrentYear
Remaining Distri From Corpus176168RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus627529TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year55127ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year622402ExcessDistriCyovToNextYear
Excess From Year446927ExcessFromYear4
Excess From Year3301864ExcessFromYear3
Excess From Year278484ExcessFromYear2
Excess From Year118959ExcessFromYear1
Excess From Current Year176168ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AHAVAS CHESED
720 LEFFERTS AVENUEBROOKLYNNY11203NONEPUBLICCHARITABLE$3,720
AMEDAI ZION
1577 48TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$44,000
BNOS ZION OF BOBOV
4206 15TH AVENUEBROOKLYNNY11219NONEPUBLICCHARITABLE$75,000
BOBOVER YESHIVA BNEI ZION
4206 15TH AVENUEBROOKLYNNY11219NONEPUBLICCHARITABLE$15,250
BONEI OLAM
1755 46TH STREETBROOKLYNNY11204NONEPUBLICCHARITABLE$1,000
CHAVEIRIM MAKSHIVIM
4205 15TH AVENUEBROOKLYNNY11219NONEPUBLICCHARITABLE$360
CONG CHASDEI BOBOV OF WILLIAMSBURG
387 MARCY AVENUEBROOKLYNNY11206NONEPUBLICCHARITABLE$500
CONG ZICHRON SAUL
1362 50TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$360
CONGREGATION GMACH BNEI PINCHUS
1529 43RD STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$30,000
CONGREGATION SHAARIE ZION
4715 15TH AVENUEBROOKLYNNY11219NONEPUBLICCHARITABLE$20,100
KEREN CHASANIM D'BOBOV
1736 56TH STREETBROOKLYNNY11204NONEPUBLICCHARITABLE$5,000
KEREN OHR CHAIM
1613 52ND STREETBROOKLYNNY11204NONEPUBLICCHARITABLE$3,000
KEREN SHLOIME
4205 15TH AVENUEBROOKLYNNY11219NONEPUBLICCHARITABLE$400
KHAL AHAVAS YIROEL
2645 NOSTRAND AVENUEBROOKLYNNY11210NONEPUBLICCHARITABLE$500
KOLEL ZICHRON CHAIM
1533 48TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$15,800
MESIVTA EITZ CHAIM
1577 48TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$3,000
MOSDSOS KEDUSHAT ZION
1532 47TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$5,000
NSHEI BOBOV
1742 46 STBROOKLYNNY11204NONEPUBLICCHARITABLE$1,500
ROFEH CHOLIM CANCER SOCIETY
762 BEDFORD AVENUEBROOKLYNNY11205NONEPUBLICCHARITABLE$1,000
TORAH RESEARCH ACADEMY
1481 47TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$360
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year225850TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$27,091ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$12,239ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$39,332ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA39332TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualLEIBEL RUBINContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11441 59TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11219ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions20000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$3,565Amount
Net Investment Income1795NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockWELLS FARGO - SECURITIESNameOfStock
EOY Book Value243094EOYBookValue
EOYFMV198537EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemWELLS FARGO- MUTUAL FUNDSCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value858588BookValue
EOYFMV669090EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBROKERAGE CHARGESDescription
Revenue And Expenses Per Books4398RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameLEIBEL RUBINPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line11441 59TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11219ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
NYS FILING FEE$25000
FOREIGN TAX PAID$1,40114010
FEDERAL TAX$3,00000

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