BDH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BDH FOUNDATION (EIN 26-0479488)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-18
- IRS object ID
- 202631389349100828
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-18T14:46:59-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brand Sonnenschine LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1641 East 16th Street FL 4 | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260479488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BASSIE HURWITZ TRUSTEE | InCareOfNm |
| Business Name Control | BDHF | BusinessNameControlTxt |
| Phone | 7186779493 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SPOOK ROCK ROAD | AddressLine1Txt |
| City | SUFFERN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 109012706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BASSIE HURWITZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7186779493 | PhoneNum |
| Signature | 2026-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bruce Tager | PreparerPersonNm |
| PTIN | P00631278 | PTIN |
| Phone | 2122190220 | PhoneNum |
| Preparation | 2026-05-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,310,987 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $430 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $430 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,055 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,781,038 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,069 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $119,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,554 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $3,669 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,669 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,219 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,885 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,557 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $307,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $307,509 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,236,159 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $924,113 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $921,215 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $881,803 | CorporateStockBOYAmt |
| Corporate Stock EOY | $919,412 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,081,288 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,155 | OtherAssetsBOYAmt |
| Other Assets EOY | $975 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $975 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,134,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,152,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,310,987 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,134,674 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,152,009 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,134,674 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,152,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,134,674 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,152,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,134,674 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,335 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,152,009 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,152,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $494,431 | $493,906 | $274 | $525 |
| PUBLICLY TRADED SECURITIES | P | $1,217,551 | $1,231,331 | -$14,801 | -$13,780 |
| PUBLICLY TRADED SECURITIES | $41,935 | $29,460 | $12,475 | $12,475 | |
| CAPITAL GAIN DIVIDENDS | P | $27,121 | |||
| CAPITAL GAIN DIVIDENDS | P | $27,121 | |||
| CAPITAL GAIN DIVIDENDS | P | $27,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,069 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,555 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,555 | SubtotalAmt |
| Tax Based On Investment Income | $1,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,496 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,004 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,945 | OverpaymentAmt |
| Applied To ES Tax | $1,945 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BASSIE HURWITZ TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7186779493 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SPOOK ROCK ROAD | AddressLine1Txt |
| City | SUFFERN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 109012706 | ZIPCd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BASSIE HURWITZ | ||||||||
| 89 SPOOK ROCK ROAD | SUFFERN | NY | 109012706 | PRESIDENT/SECRETARY | 0 | $0 | $0 | $0 |
| MEIR ELOZOR HURWITZ | ||||||||
| 89 SPOOK ROCK ROAD | SUFFERN | NY | 109012706 | TRUSTEE | 0 | $0 | $0 | $0 |
| CHAYA BRACHA HURWITZ | ||||||||
| 89 SPOOK ROCK ROAD | SUFFERN | NY | 109012706 | TRUSTEE | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,026,394 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,484 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $975 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,258,853 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,258,853 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,224,970 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,249 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,249 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,555 | TotalTaxAmt |
| Distributable Before Adj | $109,694 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $109,694 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $109,694 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $93,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,694 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,795 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $93,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,795 | AppliedToYear1Amt |
| Applied To Current Year | $87,255 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $22,439 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BASSIE HURWITZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEN YAD HACHNASAS KALLAH | |||||||
| 1291 PRESIDENT ST | BROOKLYN | NY | 11213 | NONE | PC | CHARITABLE | $18,000 |
| KEREN SIMCHAS CHOSSON V'KALLAH | |||||||
| 732 LEFFERTS AVENUE | BROOKLYN | NY | 11203 | NONE | PC | CHARITABLE | $20,000 |
| HURWITZ FAMILY FUND | |||||||
| 439 W KENNETH RD | GLENDALE | CA | 91202 | NONE | PC | CHARITABLE | $17,000 |
| SIMCHAS SHABBOS V'YOM TOV | |||||||
| 596 MONTGOMERY STREET | BROOKLYN | NY | 11225 | NONE | PC | CHARITABLE | $6,000 |
| FRIENDSHIP CIRCLE OF WISCONSIN | |||||||
| 8649 N PORT WASHINGTON RD | FOX POINT | WI | 53217 | NONE | PC | CHARITABLE | $5,000 |
| DAAT CENTER | |||||||
| 177 CONCORD STREET | BROOKLYN | NY | 11210 | NONE | PC | CHARITABLE | $1,800 |
| CHABAD OF UNION COUNTY | |||||||
| 1400 MARTINE AVENUE | SCOTCH PLAINS | NJ | 07076 | NONE | PC | CHARITABLE | $5,000 |
| INTERN COMM FOR THE PRESERVATION OF HAR HAZEISIM | |||||||
| 1226 EAST 10th STREET | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE | $5,000 |
| CHABAD OF YONKERS | |||||||
| 600 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PC | CHARITABLE | $6,000 |
| ORACH CHAIM | |||||||
| 282 BLAUVELT ROAD | MONSEY | NY | 10952 | NONE | PC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $430 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,055 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $119,554 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,554 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAPITAL WORLD GROWTH & INCOME | $179,085 | $265,772 |
| FIDELITY ADVISOR NEW INSIGHTS | $32,838 | $46,042 |
| FRANKLIN INCOME FD | $338,821 | $371,094 |
| PIMCO INCOME | $296,922 | $297,593 |
| ISHARES CORE S&P 500 | $36,028 | $53,425 |
| VANGUARD HIGH DIVIDE | $35,718 | $47,362 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $565,611 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $565,128 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $358,502 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $356,087 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $1,155 | BOYBookValueAmt |
| EOY Book Value | $975 | EOYBookValueAmt |
| EOYFMV | $975 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $1,500 | Amt |
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