HAHN FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HAHN FAMILY FOUNDATION INC (EIN 65-0757808)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349102414
- Schema version
- 2019v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T12:42:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650680306 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVENSON KATZIN & BALLOTTA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7901 SW 6TH CT STE 140 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650757808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAHN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAHN | BusinessNameControlTxt |
| Phone | 3056529306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 HASTINGS STREET | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY HAHN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3056529306 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R BALLOTTA CPA | PreparerPersonNm |
| PTIN | P00046554 | PTIN |
| Phone | 9549617940 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.192.168.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 12:42:19 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 587F894001786B3CBF8A2EA435BB937C3ABA63C3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 587F894001786B3CBF8A2EA435BB937C3ABA63C3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,639,412 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,322 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,322 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $266,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $266,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $288,792 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,628,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $288,792 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $195,343 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,277 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $753,213 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $577,144 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $15,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,780 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $44,225 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,725 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,500 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $79 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $79 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,264 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,315 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $33,962 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,882 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $118,310 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,781 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,519 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $435,635 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $435,635 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $553,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,781 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $458,154 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $199,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $501,363 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $182,419 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $590,711 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $590,711 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,060,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,287,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,835,054 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,946,166 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,511,072 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,213,568 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $814 | OtherAssetsBOYAmt |
| Other Assets EOY | $79 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $79 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,190,014 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,389,282 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,639,412 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,190,014 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,389,282 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,190,014 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,389,282 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,190,014 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,389,282 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,190,014 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $199,268 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,389,282 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,389,282 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS 16683 REPORT - SEE ATTACHED | P | 2019-01-01 | 2019-12-31 | $1,411,066 | $1,464,056 | -$52,990 | -$52,990 |
| OPTION PREMIUM PAYMENTS | P | 2019-01-01 | 2019-12-31 | $3,575 | $3,575 | $3,575 | |
| UBS 16683 REPORT - SEE ATTACHED | P | 2018-01-01 | 2019-12-31 | $522,133 | $467,208 | $54,925 | $54,925 |
| UBS 16684 REPORT - SEE ATTACHED | P | 2019-01-01 | 2019-12-31 | $278,395 | $288,385 | -$9,990 | -$9,990 |
| UBS 16684 REPORT - SEE ATTACHED | P | 2018-01-01 | 2019-12-31 | $1,205,623 | $1,121,903 | $83,720 | $83,720 |
| UBS 16685 REPORT - SEE ATTACHED | P | 2019-01-01 | 2019-12-31 | $18,868 | $18,402 | $466 | $466 |
| UBS 16685 REPORT - SEE ATTACHED | P | 2018-01-01 | 2019-12-31 | $1,461,830 | $1,452,883 | $8,947 | $8,947 |
| UBS 16686 REPORT - SEE ATTACHED | P | 2019-01-01 | 2019-12-31 | $207,154 | $227,071 | -$19,917 | -$19,917 |
| UBS 16686 REPORT - SEE ATTACHED | P | 2018-01-01 | 2019-12-31 | $370,735 | $286,959 | $83,776 | $83,776 |
| BAIN CAPITAL SPECIALTY FINANCE | P | 2019-06-04 | 2019-06-04 | $15 | $15 | $15 | |
| PARTNERSHIPS - SHORT TERM GAIN/LOSS | P | 2019-01-01 | 2019-12-31 | $577 | $577 | $577 | |
| PARTNERSHIPS - LONG TERM GAIN/LOSS | P | 2018-01-01 | 2019-12-31 | $12,379 | -$12,379 | -$12,379 | |
| PARTNERSHIPS - ST SECTION 1256 | P | 2019-01-01 | 2019-12-31 | $42 | -$42 | -$42 | |
| PARTNERSHIPS - LT SECTION 1256 | P | 2018-01-01 | 2019-12-31 | $63 | -$63 | -$63 | |
| PARTNERSHIPS SECTION 1231 GAINS | P | 2018-01-01 | 2019-12-31 | $153 | $153 | $153 | |
| FINRA SETTLEMENTS | P | 2018-01-01 | 2019-12-31 | $249 | $249 | $249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $288,792 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$78,306 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $564,227 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,128,880 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046519 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $644,582 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,910,537 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054119 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $637,976 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,560,169 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055187 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $748,360 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,370,783 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060494 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $730,384 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,929,634 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056489 | DistributionYr5Rt |
| Total Distribution | 0.272808 | TotalDistributionRt |
| Average Distribution | 0.054562 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,688,537 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $637,750 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,014 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $642,764 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $458,154 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,027 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,027 | SubtotalAmt |
| Tax Based On Investment Income | $10,027 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $172 | EsPenaltyAmt |
| Overpayment | $3,201 | OverpaymentAmt |
| Applied To ES Tax | $3,201 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BALLOTTA CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9549617940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7901 SW 6TH COURT SUITE 140 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333243248 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| BARRY HAHN | ||||||||
| 1313 HASTINGS STREET | TEANECK | NJ | 07666 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LILLIAN HAHN | ||||||||
| 6100 HOLLYWOOD BOULEVARD SUITE 307 | HOLLYWOOD | FL | 33024 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,681,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $98 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,866,535 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,866,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $177,998 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,688,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $584,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $584,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,027 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,027 | TotalTaxAmt |
| Distributable Before Adj | $574,400 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $574,400 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $574,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $458,154 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $458,154 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $458,154 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $574,400 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $22,462 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $139,237 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $63,990 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,364 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $286,053 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $458,154 | QualifyingDistributionsAmt |
| Applied To Current Year | $458,154 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $116,246 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $116,246 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $169,807 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $169,807 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,453 | ExcessFromYear4Amt |
| Excess From Year3 | $63,990 | ExcessFromYear3Amt |
| Excess From Year2 | $60,364 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELLIOT AND LILLIAN HAHN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BARRY J HAHN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 HASTINGS STREET | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056529306 | RecipientPhoneNum |
| Form And Info And Materials | EMAIL TO HAHNFAMILYFOUNDATION@GMAIL.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED SECTION 501(C)(3) ORGANIZATIONS ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AISH HATORAH NEW YORK | |||||||||||||||
| AISH HATORAH NEW YORK | 315 W 36TH STREET | 315 W 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $35,000 | ||||||
| ALZHEIMERS FOUNDATION OF AMERICA | |||||||||||||||
| ALZHEIMERS FOUNDATION OF AMERICA | 322 EIGHTH AVENUE | 322 EIGHTH AVENUE | NEW YORK | NY | 10001 | N/A | PC | FOR MEDICAL GENERAL SUPPORT | $100 | ||||||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | |||||||||||||||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | 55 WEST 39 STREET 4TH FL | 55 WEST 39 STREET 4TH FL | NEW YORK | NY | 10018 | N/A | PC | FOR MEDICAL GENERAL SUPPORT | $50 | ||||||
| AMERICAN FRIEND YESHIVOT BNAI AKIVA | |||||||||||||||
| AMERICAN FRIEND YESHIVOT BNAI AKIVA | 11 BROADWAY SUITE 901 | 11 BROADWAY SUITE 901 | NEW YORK | NY | 10004 | NONE | PC | FOR EDUCATIONAL GENERAL SUPPORT | $100 | ||||||
| AMERICAN FRIENDS OF BEIT ISSIE SHAP | |||||||||||||||
| AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO | 18900 NE 25TH AVENUE | 18900 NE 25TH AVENUE | NORTH MIAMI BCH | FL | 33180 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $5,250 | ||||||
| AMERICANFRIENDS CHABAD LUBAV ARUBA | |||||||||||||||
| AMERICANFRIENDS CHABAD LUBAV ARUBA | 621 EAST NEW YORK AVE | 621 EAST NEW YORK AVE | BROOKLYN | NY | 11203 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $180 | ||||||
| AMERICAN YEDIDIM | |||||||||||||||
| AMERICAN YEDIDIM | 17515 NE 7TH AVE | 17515 NE 7TH AVE | NORTH MIAMI BEACH | FL | 33162 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $1,000 | ||||||
| BAIS MEDRASH OF SOUTH FLORIDA INC | |||||||||||||||
| BAIS MEDRASH OF SOUTH FLORIDA INC | 1190 NE 176TH STREET | 1190 NE 176TH STREET | NORTH MIAMI BEACH | FL | 33162 | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $2,000 | ||||||
| BETH JACOB ACADEMY | |||||||||||||||
| BETH JACOB ACADEMY | 1213 ELM AVE | 1213 ELM AVE | BROOKLYN | NY | 11230 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $21,050 | ||||||
| BIKE4CHAI | |||||||||||||||
| BIKE4CHAI | 106 CLIFTON AVENUE | 106 CLIFTON AVENUE | LAKEWOOD | NJ | 08701 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $150 | ||||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||||||
| BIRTHRIGHT ISRAEL FOUNDATION | PO BOX 21615 | PO BOX 21615 | NEW YORK | NY | 10087 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $3,600 | ||||||
| BONEI OLAM | |||||||||||||||
| BONEI OLAM | 1755 46TH STREET | 1755 46TH STREET | NEW YORK | NY | 11204 | N/A | PC | FOR MEDICAL GENERAL SUPPORT | $360 | ||||||
| CAMP HASC | |||||||||||||||
| CAMP HASC | 1563 49TH STREET | 1563 49TH STREET | BROOKLYN | NY | 11219 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $100 | ||||||
| CHAI LIFELINE OF SOUTH FLORIDA | |||||||||||||||
| CHAI LIFELINE OF SOUTH FLORIDA | 2699 STIRLING ROAD | 2699 STIRLING ROAD | FORT LAUDERDALE | FL | 33312 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $25,000 | ||||||
| CHARIDY THE JEWEISH ACADEMY | |||||||||||||||
| CHARIDY THE JEWISH ACADEMY | 198 UTICA AVENUE | 198 UTICA AVENUE | BROOKLYN | NY | 11238 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $1,800 | ||||||
| CONGREGATION BNAI YESHURA | |||||||||||||||
| CONGREGATION BNAI YESHURA | 641 W ENGLEWOOD AVE | 641 W ENGLEWOOD AVE | TEANECK | NJ | 07666 | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $7,755 | ||||||
| CONGREGATION SHAARAY TEFILAH | |||||||||||||||
| CONGREGATION SHAARAY TEFILAH | 971 NE 172 STREET | 971 NE 172 STREET | NORTH MIAMI BCH | FL | 33162 | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $128,895 | ||||||
| COUNT ME IN | |||||||||||||||
| COUNT ME IN | 788 EAST 4 STREET | 788 EAST 4 STREET | BROOKLYN | NY | 11218 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $2,500 | ||||||
| FOREST PARK JEWISH CENTER | |||||||||||||||
| FOREST PARK JEWISH CENTER | 90-45 MYRTLE AVENUE | 90-45 MYRTLE AVENUE | GLENDALE | NY | 11385 | N/A | PC | FOR CHARITABLE RELIGIOUS SUPPORT | $500 | ||||||
| FREINDS OF LUBAVITCH BERGEN COUNTY | |||||||||||||||
| FRIENDS OF LUBAVITCH BERGEN COUNTY | 513 KENWOOD PLACE | 513 KENWOOD PLACE | TEANECK | NJ | 07666 | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $5,800 | ||||||
| FRIENDS OF ADERES HATORAH | |||||||||||||||
| FRIENDS OF ADERES HATORAH | 1072 MADISON AVE | 1072 MADISON AVE | LAKEWOOD | NJ | 08701 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $5,000 | ||||||
| HACHNOSSOS KALLAH | |||||||||||||||
| HACHNOSSOS KALLAH | N/A | PC | FOR CHARTIBLE GENERAL SUPPORT | $108 | ZDAKA CENTER PO BOX 37027 | ZDAKA CENTER PO BOX 37027 | JERUSALEM | ISRAEL | IS | 9137001 | |||||
| HALACHIC ORGAN DONOR SOCIETY | |||||||||||||||
| HALACHIC ORGAN DONOR SOCIETY | PO BOX 693 | PO BOX 693 | NEW YORK | NY | 10108 | N/A | PC | FOR CHARTIABLE GENERAL SUPPORT | $100 | ||||||
| HEALING HEARTS BANK | |||||||||||||||
| HEALING HEARTS BANK | 295 N LINDBERGH BLVD | 295 N LINDBERGH BLVD | ST LOUIS | MO | 63141 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $180 | ||||||
| ISRAEL MEDICAL FUND | |||||||||||||||
| ISRAEL MEDICAL FUND | 3110 SOLON ROAD SUITE 9 | 3110 SOLON ROAD SUITE 9 | SOLON | OH | 44139 | NA | PC | FOR CHARITABLE MEDICAL SUPPORT | $100 | ||||||
| ISRAEL SPECIAL KIDS FUND | |||||||||||||||
| ISRAEL SPECIAL KIDS FUND | 505 EIGHTH AVENUE | 505 EIGHTH AVENUE | NEW YORK | NY | 10018 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $1,000 | ||||||
| JEWISH EDUCATION CENTER OF SOUTH FL | |||||||||||||||
| JEWISH EDUCATION CENOER OF SOUTH FL | 3600 NW 2ND COURT | 3600 NW 2ND COURT | BOCA RATON | FL | 33431 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $5,000 | ||||||
| JEWISH NATIONAL FUND | |||||||||||||||
| JEWISH NATIONAL FUND | 42 EAST 69TH STREET | 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NA | PC | FOR CHARITABLE GENERAL SUPPORT | $180 | ||||||
| KESHER LD INC | |||||||||||||||
| KESHER LD INC | 18900 NE 25TH AVENUE | 18900 NE 25TH AVENUE | MIAMI | FL | 33180 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $1,800 | ||||||
| LEV LALEV FUND | |||||||||||||||
| LEV LALEV FUND | 3 COLLEGE RD 101 | 3 COLLEGE RD 101 | MONSEY | NY | 10952 | NA | PC | FOR CHARITABLE GENERAL SUPPORT | $180 | ||||||
| MIKVAH ASSOCIATION OF TEANECK | |||||||||||||||
| MIKVAH ASSOCIATION OF TEANECK | 1726 WINDSOR ROAD | 1726 WINDSOR ROAD | TEANECK | NJ | 07666 | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $5,000 | ||||||
| MIKVAS JOVITA COJAB | |||||||||||||||
| MIKVAS JOVITA COJAB | 1054 MIAMI GARDENS DRIVE | 1054 MIAMI GARDENS DRIVE | MIAMI | FL | 33179 | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $360 | ||||||
| NCSY ORTHODOX UNION | |||||||||||||||
| NCSY ORTHODOX UNION | 7200 W CAMINO REAL | 7200 W CAMINO REAL | BOCA RATON | FL | 33433 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $1,800 | ||||||
| NEVE MICHAEL CHILDRENS HOME | |||||||||||||||
| NEVE MICHAEL CHILDRENS HOME | PO BOX 260067 | PO BOX 260067 | PEMBROKE PINES | FL | 33026 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $2,400 | ||||||
| NORTH MIAMI BEACH KOLLEL | |||||||||||||||
| NORTH MIAMI BEACH KOLLEL | 16375 NE 18TH AVE | 16375 NE 18TH AVE | NORTH MIAMI BCH | FL | 33162 | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $6,350 | ||||||
| ROCK STEADY BOXING JCC | |||||||||||||||
| ROCK STEADY BOXING JCC | 7440 N SHADELAND AVE | 7440 N SHADELAND AVE | INDIANAPOLIS | IN | 46250 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $10,000 | ||||||
| SHA'AREI BINA TORAH ACADEMY | |||||||||||||||
| SHA'AREI BINA TORAH ACADEMY | 2907 TAYLOR STREET | 2907 TAYLOR STREET | HOLLYWOOD | FL | 33020 | NA | PC | FOR CHARITABLE EDUCATIONAL SUPPORT | $255 | ||||||
| SINAI SCHOOLS | |||||||||||||||
| SINAI SCHOOLS | 240 FRISCH CT SUITE 100 | 240 FRISCH CT SUITE 100 | PARAMUS | NJ | 07652 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $1,025 | ||||||
| SOUTHERN NCSY | |||||||||||||||
| SOUTHERN NCSY | 7200 CAMINO REAL STE 104 | 7200 CAMINO REAL STE 104 | BOCA RATON | FL | 334335511 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $20,000 | ||||||
| THE FRIENDSHIP CIRCLE | |||||||||||||||
| THE FRIENDSHIP CIRCLE | 1302 E LAS OLAS BOULEVARD | 1302 E LAS OLAS BOULEVARD | FORT LAUDERDALE | FL | 33301 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $180 | ||||||
| THE FRISCH SCHOOL | |||||||||||||||
| THE FRISCH SCHOOL | 120 W CENTURY ROAD | 120 W CENTURY ROAD | PARAMUS | NJ | 07652 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $3,780 | ||||||
| TORAH VE'EMUNAH | |||||||||||||||
| TORAH VE'EMUNAH | 1000 NE 175TH STREET | 1000 NE 175TH STREET | MIAMI | FL | 33162 | NA | PC | FOR CHARITABLE GENERAL SUPPORT | $300 | ||||||
| YESHIVA TORAS CHAIM TORAS EMES | |||||||||||||||
| YESHIVA TORAS CHAIM TORAS EMES | 1025 MIAMI GARDENS DRIVE | 1025 MIAMI GARDENS DRIVE | NORTH MIAMI BCH | FL | 33179 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $122,850 | ||||||
| YESHIVAT NOAM | |||||||||||||||
| YESHIVAT NOAM | 70 WEST CENTURY ROAD | 70 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $5,352 | ||||||
| YOUNG ISRAEL OF STATEN ISLAND | |||||||||||||||
| YOUNG ISRAEL OF STATEN ISLAND | 835 FOREST HILL ROAD | 835 FOREST HILL ROAD | STATEN ISLAND | NY | 10314 | NA | PC | FOR CHARITABLE GENERAL SUPPORT | $1,145 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $435,635 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,322 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,756 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $314 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $288,792 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (9 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIPS GAAP <> TAX | 14 | $176,066 |
| PARTNERSHIPS ORDINARY INCOM | 14 | $13,290 |
| PARTNERSHIPS OTHER PORTFOLI | 14 | $1,406 |
| PARTNERSHIPS OTHER INCOME | 14 | $540 |
| PARTNERSHIPS SUBPART F | 14 | $8 |
| PARTNERSHIPS SECTION 965(A) | 14 | $6 |
| MADOFF VICTIMS FUND RECOVER | 14 | $3,711 |
| CURRENCY GAIN (LOSS) | 14 | $2 |
| SEE ATTACHED STATEMENT | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $753,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $753,213 | 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 & TAX PREPARATION FEE | CategoryTxt |
| Amt | $15,780 | Amt |
| Net Investment Income | $15,780 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS & OPTIONS | $3,723,761 | $4,477,831 |
| MUTUAL FUNDS | $4,216,756 | $4,779,753 |
| PRIVATE EQUITY FUNDS | $346,903 | $577,470 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | AT COST | $559,610 | $557,393 |
| PRIVATE EQUITY FUNDS | AT COST | $1,951,462 | $1,656,175 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REPORTABLE INCOME ACCRUED | Desc |
| BOY Book Value | $814 | BOYBookValueAmt |
| EOY Book Value | $79 | EOYBookValueAmt |
| EOYFMV | $79 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| PARTNERSHIP K-1S AND QEF CHAR | $19 | $19 | |
| PARTNERSHIP K-1S AND QEF INVE | $1,777 | $1,777 | |
| PARTNERSHIP K-1S PORTFOLIO EX | $303 | $303 | |
| PARTNERSHIP K-1S NONDEDUCTIBL | $61 | ||
| PARTNERSHIP ADMINISTRATION FE | $24,775 | $24,775 | |
| PARTNERSHIP K-1S AND QEF ROYA | $25 | $25 | |
| PARTNERSHIP K-1S SECTION 59 ( | $1,176 | $1,176 | |
| PARTNERSHIP K-1S SECTION 965 | $3 | $3 | |
| PARTNERSHIP INTEREST EXPENSE | $5,823 | $5,823 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIPS NET REALTY RENTS | -$14 | -$14 |
| PARTNERSHIPS NET OTHER RENTS | $51 | $51 |
| PARTNERSHIP - ROYALTY INCOME | $277 | $277 |
| PARTNERSHIPS GAAP <> TAX | $176,066 | |
| PARTNERSHIPS ORDINARY INCOME | $13,290 | $13,290 |
| PARTNERSHIPS OTHER PORTFOLIO | $1,406 | $1,406 |
| PARTNERSHIPS OTHER INCOME | $540 | $540 |
| PARTNERSHIPS SUBPART F | $8 | $8 |
| PARTNERSHIPS SECTION 965(A) | $6 | $6 |
| MADOFF VICTIMS FUND RECOVERY | $3,711 | $3,711 |
| CURRENCY GAIN (LOSS) | $2 | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANT ADVISOR FEE | $22,500 | $22,500 | |
| INVESTMENT ADVISORY FEES | $21,725 | $21,725 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAYMENTS | $19,949 | |
| FILING FEES | $61 | $61 |
| FOREIGN TAXES FORM 1099-DIV | $4,200 | $4,200 |
| FOREIGN TAXES FROM PARTNERSHIPS | $54 | $54 |