BK FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BK FAMILY FOUNDATION INC (EIN 13-6168525)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-06
- IRS object ID
- 201500379349100300
- Schema version
- 2013v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-06T08:41:31-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 EAST 42ND STREET SUITE 2201 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | RIVERDALE | City |
| State | NY | State |
| ZIP Code | 10463 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUDWIG BRAVMANN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6465365120 | PhoneNum |
| Signature | 2015-02-06 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,887,338 | 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 | $1,308,946 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $155,711 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,711 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $288,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $778,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $444,049 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$18,669 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$18,669 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,734,133 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $581,091 | 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 | $20,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,440 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,001,548 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,001,548 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,040,738 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,012,298 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $693,395 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $571,091 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,027,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,661,950 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,661,950 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,411,908 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,325,791 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,474,422 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $183,500 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $183,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,538,160 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,020,971 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,347,259 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,212,806 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,644,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,518,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,887,338 | 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 | $6,013,938 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,888,192 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,644,246 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,518,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,644,246 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,518,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,644,246 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $693,395 | ExcessRevenueOverExpensesAmt |
| Other Increases | $180,859 | OtherIncreasesAmt |
| Subtotal | $16,518,500 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,518,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CASH IN LIEU - SPRINT CORP COM SER 1 | P | 2013-07-16 | 2013-07-16 | $7 | $7 | $7 | |
| 35 CENTERLINE HOLDINGS CO COM | P | 2004-07-07 | 2013-11-15 | $1,396 | -$94,479 | -$94,479 | $95,875 |
| 5,000 SPRINT NEXTEL CORP | D | 1991-04-10 | 2013-07-11 | $35,659 | $16,630 | $16,630 | $19,029 |
| 20,000 SPRINT NEXTEL CORP | D | 1991-04-10 | 2013-07-11 | $142,635 | $0 | $0 | $142,635 |
| 2,000 SPRINT NEXTEL CORP | P | 1991-04-09 | 2013-07-11 | $14,263 | $6,491 | $6,491 | $7,772 |
| 8,000 SPRINT NEXTEL CORP | P | 1991-04-09 | 2013-07-11 | $57,054 | $0 | $0 | $57,054 |
| 10,000 LOEWS CORP | D | 1982-09-07 | 2014-06-02 | $432,041 | $419,915 | $419,915 | $12,126 |
| GAIN ON TERMINATION: ZLP OFFSHORE OPPORTUNITY FUND | P | 2006-01-01 | 2013-10-23 | $57,842 | $57,842 | $57,842 | |
| CAPITAL GAINS DIVIDENDS | P | $37,643 | $37,643 | $37,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $444,049 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $951,052 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,614,394 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046135 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $944,586 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,162,306 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049294 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $854,190 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,032,992 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044879 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $953,954 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,022,902 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056039 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,265,860 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,131,339 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066167 | DistributionYr5Rt |
| Total Distribution | 0.262514 | TotalDistributionRt |
| Average Distribution | 0.052503 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,518,512 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,234,792 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,711 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,240,503 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,012,298 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,422 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,422 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,422 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,200 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $17,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $23,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $11,778 | OverpaymentAmt |
| Applied To ES Tax | $11,778 | 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 |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LUDWIG BRAVMANN | ||||||||
| 3333-B HENRY HUDSON PKWY APT 6E | NEW YORK | NY | 10463 | PRES/DIR P/T | 0.00 | $0 | $0 | $0 |
| LOTTE BRAVMANN | ||||||||
| 3333-B HENRY HUDSON PKWY APT 6E | NEW YORK | NY | 10463 | SEC/TRE/DR P/T | 0.00 | $0 | $0 | $0 |
| CAROL BRAVMANN | ||||||||
| 3333-B HENRY HUDSON PKWY APT 6E | NEW YORK | NY | 10463 | DIRECTOR P/T | 0.00 | $0 | $0 | $0 |
| MATT MARYLES CO WOLF MARYLES ASSOC | ||||||||
| 220 EAST 42ND STREET SUITE 2201 | NEW YORK | NY | 10017 | DIRECTOR P/T | 0.00 | $0 | $0 | $0 |
| JUDITH E KAUFTHAL | ||||||||
| 3333-B HENRY HUDSON PKWY APT 6E | NEW YORK | NY | 10463 | DIRECTOR P/T | 0.00 | $0 | $0 | $0 |
| SHIMON WOLF CO WOLF MARYLES ASSOC | ||||||||
| 220 EAST 42ND STREET SUITE 2201 | NEW YORK | NY | 10017 | 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 | $11,599,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,103,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,173,383 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,876,662 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,876,662 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $358,150 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,518,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,175,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,175,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,422 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,422 | TotalTaxAmt |
| Distributable Before Adj | $1,164,504 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,164,504 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,164,504 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,012,298 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,012,298 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,012,298 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,164,504 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,000,201 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,012,298 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,000,201 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,097 | 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 | $1,152,407 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| METROPOLITAN MUSEUM OF ART | |||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $170 |
| AMERICAN CANCER SOCIETY | |||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $250 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC | |||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $150 |
| NEW YORK BOTANICAL GARDEN | |||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $125 |
| HOUSE OF HOPE FOUNDATION INC | |||||
| 820 GREENBRIER CIRCLE SUITE 4A | CHESAPEAKE | VA | 23320 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $100 |
| HEBREW INSTITUTE FOR THE DEAF AND EXCEPTIONAL CHILDREN | |||||
| 1401 AVENUE I | BROOKLYN | NY | 11230 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $100 |
| DISKIN ORPHAN HOME OF ISRAEL INC | |||||
| 1533 44TH STREET | BROOKLYN | NY | 11219 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $36 |
| THE FRIENDS OF THIRTEEN INC | |||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $100 |
| AMIT CHILDREN INC | |||||
| 817 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $180 |
| THE BLUE CARD FOUNDATION | |||||
| 171 MADISON AVENUE SUITE 1405 | NEW YORK | NY | 10016 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $100 |
| YESHIVA RABBI SAMSON RAPHAEL HIRSCH | |||||
| 100 BENNETT AVENUE | NEW YORK | NY | 10033 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $36 |
| JEWISH COMMUNAL FUND | |||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 10022 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $1,000,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,001,548 | 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 | $155,711 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,184 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $288,145 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| THRU ASCOT PARTNERS L.P. | 14 | -$12,264 |
| THRU OPPENHEIMER ACTIVIST PARTNERS L.P. | 14 | -$21,589 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $425,187 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $425,187 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LOTTE BRAVMANN | ||||||
| 1 | 3333-B HENRY HUDSON PKWY APT 6E | RIVERDALE | NY | 10463 | $474,600 | Yes (X) |
| LOTTE BRAVMANN | ||||||
| 2 | 3333-B HENRY HUDSON PKWY APT 6E | RIVERDALE | NY | 10463 | $378,240 | Yes (X) |
| LOTTE BRAVMANN | ||||||
| 3 | 3333-B HENRY HUDSON PKWY APT 6E | RIVERDALE | NY | 10463 | $165,788 | Yes (X) |
| LOTTE BRAVMANN | ||||||
| 4 | 3333-B HENRY HUDSON PKWY APT 6E | RIVERDALE | NY | 10463 | $74,730 | Yes (X) |
| LOTTE BRAVMANN | ||||||
| 5 | 3333-B HENRY HUDSON PKWY APT 6E | RIVERDALE | NY | 10463 | $215,588 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10,000 SHS LOEWS CORP | $474,600 | 2013-12-10 |
| 2 | 4,000 SHS CHUBB CORP | $378,240 | 2013-12-10 |
| 3 | 2,500 SHS DTE ENERGY CO | $165,788 | 2013-12-30 |
| 4 | 2,000 SHS ALTRIA GROUP INC | $74,730 | 2013-12-10 |
| 5 | 2,500 SHS ANADARKO PETE CORP | $215,588 | 2013-12-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF MARYLES & ASSOCIATES LLC | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990-PF PART VII-A LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION TREATED THE DISTRIBUTION TO A DONOR ADVISED FUND AS A QUALIFYING DISTRIBUTION. THE ADVANTAGE OF A DONOR ADVISED FUND IS THE DEDICATED, PROFESSIONAL AND EFFICIENT PERSONAL SERVICE OF THE FUND AND THE ABILITY TO FACILITATE AND PROMOTE CHARITABLE GIVING TO ORGANIZATIONS THAT RESPOND TO NEEDS IN HEALTH, EDUCATION, SOCIAL SERVICES, THE ENVIRONMENT, RELIGION AND THE ARTS. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE SCHEDULE 1 ATTACHED | BondNm |
| EOY Book Value | $183,500 | EOYBookValueAmt |
| EOYFMV | $1,538,160 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE SCHEDULE 1 ATTACHED | StockNm |
| EOY Book Value | $8,325,791 | EOYBookValueAmt |
| EOYFMV | $10,474,422 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASCOT PARTNERS, L.P. | FMV | $20,779 | $20,779 |
| CHESAPEAKE PARTNERS INTERNATIONAL LTD | AT COST | $1,000,000 | $5,050,379 |
| OPPENHEIMER ACTIVIST PARTNERS LP | FMV | $843,698 | $843,698 |
| CEDARVIEW OPPORTUNITIES I, LP | AT COST | $1,000,000 | $1,480,071 |
| GOLDMAN SACHS INVESTMENT PARTNERS OFFSHORE LP | AT COST | $1,000,000 | $1,241,269 |
| SUSA EUROPEAN EQUITIES FUND LP | AT COST | $1,000,000 | $1,093,828 |
| BROAD BASED CONSUMER CREDIT FUND (Q) LP | FMV | $482,782 | $482,782 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THRU BROAD BASED CONSUMER CREDIT FUND (Q) LP | $15,184 | $15,184 | $15,184 |
| THRU ASCOT PARTNERS L.P. | -$12,264 | -$12,264 | -$12,264 |
| THRU OPPENHEIMER ACTIVIST PARTNERS L.P. | -$21,589 | -$21,589 | -$21,589 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN THROUGH OPPENHEIMER ACTIVIST PARTNERS L.P. | $177,359 |
| UNREALIZED GAIN THROUGH BROAD BASED CONSUMER CREDIT FUND (Q) LP | $3,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FYE 6-30-13 BALANCE DUE | $9,612 | $0 | $0 |
| FYE 6-30-14 ESTIMATED PAYMENTS | $6,200 | $0 | $0 |
| FYE 6-30-14 990-T ESTIMATED PAYMENT | $1,200 | $0 | $0 |
| FYE 6-30-13 NYS CT-13 BALANCE DUE | $703 | $0 | $0 |
| FYE 6-30-14 NYS CT-13 ESTIMATED PAYMENT | $725 | $0 | $0 |