BK FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BK FAMILY FOUNDATION INC (EIN 13-6168525)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-12-10
- IRS object ID
- 201833449349100558
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-12-10T13:14:24-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113458820 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF MARYLES & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 EAST 42ND STREET SUITE 2201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136168525 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE L BRAVMANN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LBRA | BusinessNameControlTxt |
| Phone | 6465365120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333-B HENRY HUDSON PKWY NO 6E | AddressLine1Txt |
| City | RIVERDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10463 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUDWIG BRAVMANN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6465365120 | PhoneNum |
| Signature | 2018-12-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHIMON WOLF | PreparerPersonNm |
| PTIN | P00141512 | PTIN |
| Phone | 6465365120 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.108.221.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-12-10 | IPDt |
| IP Tm | 14:10:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EE932AEE7B330341E24F1740117ACE8BD096AE1F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EE932AEE7B330341E24F1740117ACE8BD096AE1F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,909,744 | 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 | $1,490,070 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $647,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $647,281 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $367,488 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $597,452 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $435,025 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,653 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,653 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,522,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,099,959 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,526 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,526 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,223 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,223 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,355 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,605 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,104 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,500,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,500,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,564,204 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,513,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $958,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,049,105 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,795,843 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $360,019 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $360,019 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,993,866 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,680,503 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,686,860 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,210,210 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,699,574 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,243,322 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $637,626 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $864,689 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,743,900 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,023,332 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,030,458 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,875,643 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,660,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,635,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,909,744 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,630,308 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,630,308 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,030,569 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,004,935 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,660,877 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,635,243 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,660,877 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,635,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,660,877 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $958,288 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,078 | OtherIncreasesAmt |
| Subtotal | $23,635,243 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,635,243 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| SUSA EUROPEAN EQUITIES FUND | P | 2013-03-01 | 2018-06-30 | $11,933 | $11,933 | $11,933 | |
| GLOBAL LONG SHORT PARTNERS | P | 2008-01-01 | 2018-06-30 | $15,461 | $15,461 | $15,461 | |
| 5,000 SHS LOEWS CORP | D | 1982-09-07 | 2018-06-21 | $243,557 | $237,494 | $237,494 | $6,063 |
| PUBLICLY TRADED SECURITIES | $155,815 | -$549 | -$549 | $156,364 | |||
| CAPITAL GAINS DIVIDENDS | P | $170,686 | $170,686 | $170,686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $435,025 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,376,415 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,919,421 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051131 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,278,694 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,501,417 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050142 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,215,313 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,071,098 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046615 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,012,298 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,518,512 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043043 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $951,052 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,614,394 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046135 | DistributionYr5Rt |
| Total Distribution | 0.237066 | TotalDistributionRt |
| Average Distribution | 0.047413 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,345,735 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,343,956 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,491 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,354,447 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,513,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,481 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,481 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,990 | OverpaymentAmt |
| Applied To ES Tax | $23,990 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WOLF MARYLES ASSOCIATES LLC | IndividualWithBooksNm |
| Phone | 6465365120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 EAST 42ND STREET SUITE 2201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| LUDWIG BRAVMANN | |||||||||
| 3333-B HENRY HUDSON PKWY APT 6E | NEW YORK | NY | 10463 | PRES/DIRECTOR/TREAS P/T | 0.00 | $0 | $0 | $0 | |
| LOTTE BRAVMANN | |||||||||
| 3333-B HENRY HUDSON PKWY APT 6E | NEW YORK | NY | 10463 | TREAS/DIRECTOR | 0.00 | $0 | $0 | $0 | |
| CAROL BRAVMANN | |||||||||
| 3333-B HENRY HUDSON PKWY APT 6E | NEW YORK | NY | 10463 | VP/DIRECTOR P/T | 0.00 | $0 | $0 | $0 | |
| MATTHEW J MARYLES | |||||||||
| C/O WOLF MARYLES ASSOC 220 EAST | NEW YORK | NY | 10017 | SEC/DIRECTOR P/T | 0.00 | $0 | $0 | $0 | 42ND STREET SUITE 2201 |
| JUDITH E KAUFTHAL | |||||||||
| 3333-B HENRY HUDSON PKWY APT 6E | NEW YORK | NY | 10463 | VP/DIRECTOR P/T | 0.00 | $0 | $0 | $0 | |
| SHIMON WOLF CO WOLF MARYLES ASSOC | |||||||||
| 220 EAST 42ND STREET SUITE 2201 | NEW YORK | NY | 10017 | VP/DIRECTOR P/T | 0.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,713,488 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,228,374 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,835,534 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,777,396 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,777,396 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $431,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,345,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,417,287 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,417,287 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,491 | TotalTaxAmt |
| Distributable Before Adj | $1,406,796 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,406,796 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,406,796 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,513,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,513,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,491 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,502,859 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,406,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,052,462 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,513,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,052,462 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $460,888 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $945,908 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LUDWIG BRAVMANN | ContributingManagerNm |
| Contributing Manager | LOTTE BRAVMANN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| JEWISH COMMUNAL FUND | |||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 10022 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $1,500,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||
| PO BOX 4224 | NEW YORK | NY | 10163 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,500,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $647,281 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $367,488 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,032,422 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,032,422 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LOTTE BRAVMANN | ||||||
| 1 | 3333-B HENRY HUDSON PKWY APT 6E | RIVERDALE | NY | 10463 | $630,170 | Yes (X) |
| LUDWIG BRAVMANN | ||||||
| 2 | 3333-B HENRY HUDSON PKWY APT 6E | RIVERDALE | NY | 10463 | $859,900 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,100 SHS INTERNATIONAL BUSINESS MACHINES CORP | $630,170 | 2017-12-18 |
| 2 | 10,000 SHS MICROSOFT CORP | $859,900 | 2017-12-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF MARYLES & ASSOCIATES LLC | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $12,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 2,000,000 STUDENT LOAN MARKETING ASSN DUE 10/3/2022 | BondNm |
| EOY Book Value | $864,689 | EOYBookValueAmt |
| EOYFMV | $1,743,900 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $17,699,574 | EOYBookValueAmt |
| EOYFMV | $20,243,322 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,680,503 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,686,860 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASCOT PARTNERS, L.P. | FMV | $47,657 | $47,657 |
| OPPENHEIMER ACTIVIST PARTNERS LP | FMV | $982,801 | $982,801 |
| CEDARVIEW OPPORTUNITIES I, LP | AT COST | $1,000,000 | $1,762,958 |
| GOLDMAN SACHS INVESTMENT PARTNERS OFFSHORE LP | AT COST | $0 | $82,227 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $750 | $0 | $750 |
| THRU ASCOT PARTNERS LP | $612 | $612 | $0 |
| THRU OPPENHEIMER ACTIVIST PARTNERS L.P. | $25,993 | $25,993 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THRU OPPENHEIMER ACTIVIST PARTNERS L.P. | $17,436 | $17,436 | $17,436 |
| THRU ASCOT PARTNERS LP | $217 | $217 | $217 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN THROUGH OPPENHEIMER ACTIVIST PARTNERS L.P. | Desc |
| Amt | $16,078 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $1,064 | $1,064 | $0 |
| ADVISORY FEES | $5,462 | $5,462 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $5,223 | Amt |
| Net Investment Income | $5,223 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |