BERMAN FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BERMAN FOUNDATION INC (EIN 46-4332181)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-15
- IRS object ID
- 201502589349100765
- Schema version
- 2014v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-15T11:46:44-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593544776 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HURD HAWKINS MEYERS & RADOSEVICHPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2299 TALL PINES DRIVE | AddressLine1Txt |
| City | LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33771 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464332181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BERMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERM | BusinessNameControlTxt |
| Phone | 7274334402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GULF BLVD | AddressLine1Txt |
| Address Line2 | ROOM/SUITE 605 | AddressLine2Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33767 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR BERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7274334402 | PhoneNum |
| Signature | 2015-09-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TD HAWKINS III CPA | PreparerPersonNm |
| PTIN | P00745015 | PTIN |
| Phone | 7275011111 | PhoneNum |
| Preparation | 2015-09-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $279,229 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $18 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $763 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $763 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $763 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $580 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $151,415 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,361 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $781 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $445 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $445 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $11,045 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $883 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $858 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,348 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,336 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,187 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,187 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,535 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,336 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $128,880 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $781 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $150,000 | CashBOYAmt |
| Cash EOY | $235,925 | CashEOYAmt |
| Cash EOYFMV | $235,925 | CashEOYFMVAmt |
| Corporate Stock EOY | $42,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,304 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $150,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $278,880 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $279,229 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $150,000 | RetainedEarningBOYAmt |
| Retained Earning EOY | $278,880 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $150,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $278,880 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $150,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $278,880 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $150,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $128,880 | ExcessRevenueOverExpensesAmt |
| Subtotal | $278,880 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $278,880 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $580 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $147,750 | NetVlNoncharitableAssetsYr1Amt |
| Net Vl Noncharitable Assets | $213,901 | NetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,187 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARTHUR BERMAN | IndividualWithBooksNm |
| Phone | 7274334402 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GULF BLVD 605 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33767 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ARTHUR BERMAN | ||||||||
| 1200 GULF BLVD 605 | CLEARWATER | FL | 33767 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| BONNIE BERMAN | ||||||||
| 1200 GULF BLVD 605 | CLEARWATER | FL | 33767 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ESTELLE BERMAN | ||||||||
| 13-B STRATFORD DR EAST | BOYNTON BEACH | FL | 33436 | VICE PRESIDE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO HADASSAH OF 1,200; TO GRATITUDE TRAINING, LLC OF 2,100; TO JEWISH NATIONAL FUNDOF 2,300; TO SHANE KOHLER OF 1,587; TO CENTER FOR FAMILY SERVICES OF 1,000; TO GRANDMA'S PLACE OF 1,000 AND RELATED EXPENSES ARE MADE TO PERPETUATE AND ENLARGE THE NOTION OF CHARITABLE GIVING AND ADVANCE EDUCATION AND WELL BEING OF CHILDREN AND FAMILIES. | Description1Txt |
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 | $21,652 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $217,158 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $217,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,257 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $213,901 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,695 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $10,695 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,695 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,695 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,187 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,187 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $10,187 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $324 | UndistributedIncomePYAmt |
| Qualifying Distributions | $10,187 | QualifyingDistributionsAmt |
| Applied To Year1 | $324 | AppliedToYear1Amt |
| Applied To Current Year | $9,863 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $832 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| HADASSAH FLORIDA CENTRAL | |||||
| 3118 GULF TO BAY BLVD | CLEARWATER | FL | 33759 | RELIGIOUS | $1,200 |
| GRATITUDE TRAINING LLC | |||||
| 501 LAKE AVENUE | LAKE WORTH | FL | 33460 | EDUCATION | $2,100 |
| CENTER FOR FAMILY SERVICES | |||||
| 2188 58TH ST N | CLEARWATER | FL | 33760 | FAMILY SERVICES | $1,000 |
| GRANDMA'S PLACE | |||||
| 181 SPARROW DR | ROYAL PALM BEACH | FL | 33411 | SHELTER KIDS IN CRISIS | $1,000 |
| KIWANIS CLUB | |||||
| P O BOX 7083 | DELRAY BEACH | FL | 33482 | EDUCATION | $1,000 |
| JEWISH NATIONAL FUND | |||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | EDUCATION | $2,300 |
| SHANE KOHLER | |||||
| C/O 1200 605 | CLEARWATER | FL | 33767 | EMERGENCY MEDICAL | $1,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,187 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $763 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $634 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,415 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,415 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ARTHUR BERMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 GULF BLVD | AddressLine1Txt |
| Address Line2 | UNIT 807 | AddressLine2Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337672937 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $445 | Amt |
| Net Investment Income | $445 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PIMCO TOTAL RETURN FD CL P | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2014-10 | SoldDt |
| Gross Sales Price | $4,101 | GrossSalesPriceAmt |
| Basis | $4,047 | BasisAmt |
| Total Net | $54 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $42,955 | EOYBookValueAmt |
| EOYFMV | $43,304 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKER FEES | $883 | $883 |
| LEGAL FEES | $10,162 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR BERMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GULF BLVD 605 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33767 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $8 | $8 |
| REGISTRATION TAXES | $850 |