DON AND MAGGIE BUCHWALD FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DON AND MAGGIE BUCHWALD FOUNDATION (EIN 45-4059273)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202421369349102647
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T14:33:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133632193 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULMAN LOBEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454059273 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BUCHWALD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCH | BusinessNameControlTxt |
| Phone | 2126348310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SCHULMAN 1001 6TH AVE 2FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET BUCHWALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126348310 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARGARET | PersonFirstNm |
| Person Last | BUCHWALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WESLEY CHILDS | PreparerPersonNm |
| PTIN | P01963174 | PTIN |
| Phone | 2128685781 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $7,755,724 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $165,144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,144 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $284,163 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,539,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $284,163 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $449,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $449,310 | 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 | $5,003 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,215 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,770 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,770 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,985 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,985 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $190 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $432,581 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $432,581 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $514,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $432,581 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $372,340 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $263,901 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $216,579 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $216,579 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,675,393 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,673,244 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,608,556 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,198,221 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,860,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,093,028 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $425,462 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $818,828 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $838,062 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,144 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $45,435 | OtherAssetsBOYAmt |
| Other Assets EOY | -$26,645 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$26,645 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,608,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,542,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,755,724 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,608,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,542,978 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,608,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,542,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,608,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,542,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,608,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,542,978 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,542,978 | 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 |
|---|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | P | 2023-01-01 | 2023-12-31 | $2,895,850 | $2,861,175 | $34,675 | $34,675 |
| UBS FINANCIAL SERVICES | P | 2023-01-01 | 2023-12-31 | $1,644,010 | $1,394,561 | $249,449 | $249,449 |
| CAPITAL GAINS DIVIDENDS | P | $39 | $39 | $39 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $284,163 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,176 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,176 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,176 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,877 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,877 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,701 | OverpaymentAmt |
| Applied To ES Tax | $2,701 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN FISHER CPA | IndividualWithBooksNm |
| Phone | 2126348310 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 EAST 44TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARGARET BUCHWALD | ||||||||
| C/O SCHULMAN 1001 6TH AVE 2 FL | NEW YORK | NY | 10018 | PRESIDENT, DIRECTOR | 0.50 | $0 | $0 | $0 |
| DONALD BUCHWALD | ||||||||
| C/O SCHULMAN 1001 6TH AVE 2 FL | NEW YORK | NY | 10018 | V.P.,TREASURER,SECRETARY,D | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 HARBOR BLVD | AddressLine1Txt |
| City | WEEHAWKEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY SERVICES | ServiceTypeTxt |
| Compensation | $71,215 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,584,316 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,830,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | -$26,643 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,388,571 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,388,571 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,829 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,262,742 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $413,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $413,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,176 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,176 | TotalTaxAmt |
| Distributable Before Adj | $407,961 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $407,961 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $407,961 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $432,581 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $432,581 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $407,961 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $85,070 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $432,581 | QualifyingDistributionsAmt |
| Applied To Year1 | $85,070 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $347,511 | 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 | $60,450 | 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 | MARGARET BUCHWALD | ContributingManagerNm |
| Contributing Manager | DONALD BUCHWALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $5,000 |
| ATLANTIC THEATRE | |||||||
| 76 NINTH AVE SUITE 537 | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $1,600 |
| BARRINGTON STAGE | |||||||
| 122 NORTH STREET | PITTSFIELD | MA | 01201 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $3,000 |
| BERKSHIRE BOUNTY | |||||||
| 33 COMMONWEALTH AVENUE | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $10,000 |
| BERKSHIRE OPERA FESTIVAL | |||||||
| 352 MAIN STREET SUITE 211 | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $5,000 |
| BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER | |||||||
| 15 CRISSEY RD | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $2,500 |
| BERKSHIRE TACONIC COMMUNITY FOUNDATION | |||||||
| 800 NORTH MAIN STREET | SHEFFIELD | MA | 012570400 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $2,500 |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTA AVENUE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $5,000 |
| BROADWAY CARES | |||||||
| 165 WEST 46TH ST SUITE 1300 | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $1,000 |
| BROOKLYN COLLEGE FOUNDATION INC | |||||||
| 2900 BEDFORD AVE | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $125,000 |
| CASTING SOCIETY | |||||||
| 1812 WEST BURBANK BLVD | BURBANK | CA | 91506 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $6,800 |
| CEDARS SINAI | |||||||
| 6500 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $5,000 |
| CHESTER THEATRE COMPANY | |||||||
| PO BOX 722 | CHESTER | MA | 01011 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $2,500 |
| CITY MEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $15,000 |
| CLASSIC STAGE COMPANY | |||||||
| 136 E 13TH ST | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $2,200 |
| CLOSE ENCOUNTERS WITH MUSIC | |||||||
| PO BOX 34 | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $1,000 |
| COMMUNITY ACCESS TO THE ARTS | |||||||
| 40 RAILROAD STREET SUITE 6 | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $2,000 |
| CONSTRUCT INC | |||||||
| 41 MAHAIWE STREET | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $1,000 |
| DEBBIE ALLEN DANCE ACADEMY | |||||||
| 1850 S MANHATTAN PLACE | LOS ANGELES | CA | 90019 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $2,000 |
| ENTERTAINMNET COMMUNITY FUND | |||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $1,500 |
| FAIRVIEW HOSPITAL ANNUAL FUND | |||||||
| 29 LEWIS AVE | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $35,000 |
| GINGOLD THEATRICAL GROUP | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $10,350 |
| GREAT BARRINGTON PUBLIC THEATRE | |||||||
| PO BOX 825 | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $5,000 |
| HUNTER COLLEGE FOUNDATION | |||||||
| 695 PARK AVENUE | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $3,000 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $5,000 |
| LINCOLN CENTER FOR PERFORMING ARTS | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $3,000 |
| LITERACY NETWORK OF SOUTH BERKSHIRE | |||||||
| 100 MAIN STREET | LEE | MA | 01238 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $1,000 |
| MAHAIWE PERFORMING ARTS CENTER | |||||||
| PO BOX 690 | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $58,560 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 W43RD ST | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $3,000 |
| MY FRIENDS PLACE | |||||||
| PO BOX 3867 | HOLLYWOOD | CA | 90078 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $4,250 |
| NY THEATRE WORKSHOP | |||||||
| 79 EAST 4TH STREET | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $2,000 |
| NYU CARDIAC AND VASCULAR INSTITUTE | |||||||
| ONE PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $10,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| ONE PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $5,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAMS STREET | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $5,000 |
| PLAYWRIGHTS HORIZON | |||||||
| 416 W42ND ST | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $2,000 |
| ROUNDABOUT THEATRE | |||||||
| 231 WEST 39TH ST | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $2,900 |
| SHAKESPEARE AND COMPANY | |||||||
| 70 KEMBLE STREET | LENOX | MA | 01240 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $1,000 |
| SIGNATURE THEATER | |||||||
| 480 WEST 42ND STREET | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $750 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $25,000 |
| SOHO REP | |||||||
| 401 BROADWAY | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $5,000 |
| THE METROPOLITAN OPERA | |||||||
| W 62ND STREET | NEW YORK | NY | 10023 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $2,691 |
| THE MOUNT | |||||||
| 2 PLUNKETT STREET | LENONX | MA | 01240 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $2,500 |
| THE PEOPLE'S PANTRY | |||||||
| PO BOX 1115 | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $10,000 |
| WAM THEATRE | |||||||
| PO BOX 712 | LENOX | MA | 01240 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $7,500 |
| WAMC NORTHEAST PUBLIC RADIO | |||||||
| 318 CENTRAL AVE | ALBANY | NY | 12206 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $5,000 |
| BERKSHIRE GROWN | |||||||
| PO BOX 983 | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $2,500 |
| CEREBRAL PALSY ALLIANCE RESEARCH FOUNDATION | |||||||
| 142 W 57TH STREET FLOOR 11 | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $2,500 |
| GLSEN | |||||||
| 244 MADISON AVE 108 | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $1,000 |
| NONPROFIT CENTER OF THE BERKSHIRES | |||||||
| PO BOX 388 | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $5,000 |
| SANCTUARY FOR FAMILIES | |||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | N/A | PUBLIC CHARITY | TO FURTHER DONEE ORGANIZATION GOALS. | $7,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $432,581 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,144 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $284,163 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $449,310 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $449,310 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,003 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS FINANCIAL SERVICES | BondNm |
| EOY Book Value | $818,828 | EOYBookValueAmt |
| EOYFMV | $838,062 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL SERVICES | StockNm |
| EOY Book Value | $3,860,972 | EOYBookValueAmt |
| EOYFMV | $5,093,028 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,673,244 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,608,556 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS FINANCIAL SERVICES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $26,144 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM OTHERS | Desc |
| BOY Book Value | $45,435 | BOYBookValueAmt |
| EOY Book Value | -$26,645 | EOYBookValueAmt |
| EOYFMV | -$26,645 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $318 | $0 | $0 |
| OTHER FEES | -$148 | $0 | $0 |
| BANK CHARGES | $20 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $71,215 | Amt |
| Net Investment Income | $71,215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,985 | Amt |
| Net Investment Income | $1,985 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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