BFC TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BFC TRUST (EIN 93-4371361)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-10
- IRS object ID
- 202611309349100311
- Schema version
- 2025v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-10T16:20:45-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832025849 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRODY & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Old Turnpike Rd Ste 212 | AddressLine1Txt |
| City | Nanuet | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10954 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 934371361 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BFC TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BFCT | BusinessNameControlTxt |
| Phone | 8454593437 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 OLD TURNPIKE RD STE 212 | AddressLine1Txt |
| City | NANUET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10954 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOSHE BRODY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8454593437 | PhoneNum |
| Signature | 2026-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MOSHE BRODY | PreparerPersonNm |
| PTIN | P02364170 | PTIN |
| Phone | 8454593437 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $61,115 | 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 | $123,498 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $804 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $804 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $804 | DividendsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $22,674 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $252,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,674 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $22,674 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $146,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,478 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23,478 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $75 | LegalFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $39 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,789 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,478 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,478 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $48 | CashEOYAmt |
| Cash EOYFMV | $48 | CashEOYFMVAmt |
| Corporate Stock BOY | $29,495 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,634 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,067 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $29,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,115 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $29,495 | RetainedEarningBOYAmt |
| Retained Earning EOY | $61,682 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,187 | ExcessRevenueOverExpensesAmt |
| Subtotal | $61,682 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $61,682 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY BROKERAGE | P | 2025-01-01 | 2025-12-31 | $260,430 | $230,118 | $30,312 | $30,312 |
| FIDLEITY CONTRACTS | P | 2025-01-01 | 2025-12-31 | $513 | $513 | $513 | |
| FIDLEITY CONTRACTS | P | 2025-01-01 | 2025-12-31 | -$8,151 | -$8,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,674 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $22,674 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $326 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $326 | SubtotalAmt |
| Tax Based On Investment Income | $326 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $326 | TaxDueAmt |
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 |
| 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 |
| 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8454593437 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 OLD TURNPIKE RD STE 212 | AddressLine1Txt |
| City | NANUET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10954 | ZIPCd |
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 |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|
| MOSHE BRODY | ||||||
| 55 OLD TURNPIKE RD STE 212 | NANUET | NY | 10954 | TRUSTEE | 0 | $0 |
| SORA BRODY | ||||||
| 55 OLD TURNPIKE RD STE 212 | NANUET | NY | 10954 | TRUSTEE | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $73,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,970 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $73,970 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,860 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,643 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $326 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $326 | TotalTaxAmt |
| Distributable Before Adj | $3,317 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,317 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,317 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,675 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $114,675 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,643 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $23,145 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,145 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,675 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,643 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,032 | RemainingDistriFromCorpusAmt |
| Total Corpus | $134,177 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $134,177 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $19,502 | ExcessFromYear1Amt |
| Excess From Current Year | $114,675 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PAYPAL GIVING FUND | ||||||
| 1250 I ST NW STE 1202 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $99,000 |
| PLEDGER CHARITABLE LTD | ||||||
| 4403 15TH AVE 403 | BROOKLYN | NY | 11219 | PC | GENERAL SUPPORT | $12,079 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||
| 245 SUMMER ST | BOSTON | MA | 02210 | PC | GENERAL SUPPORT | $3,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,675 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 12 | ExclusionCd |
| Exclusion | $804 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 12 | ExclusionCd |
| Exclusion | $22,674 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,478 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,478 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSHE BRODY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 OLD TURNPIKE RD STE 212 | AddressLine1Txt |
| City | NANUET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10954 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $123,498 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FIDELITY BROKERAGE | 2025-01 | 2025-12 | $260,430 | $230,118 | COST | $30,312 |
| FIDELITY CONTRACTS | 2025-01 | 2025-12 | $513 | COST | $513 | |
| FIDELITY CONTRACTS | 2025-01 | 2025-12 | COST | -$8,151 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $61,634 | EOYBookValueAmt |
| EOYFMV | $61,067 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS CHARITIES | CategoryTxt |
| Legal Fees | $75 | LegalFeesAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $39 | Amt |