BUDNIK FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BUDNIK FAMILY FOUNDATION (EIN 46-1620356)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2021-12-29
- IRS object ID
- 202200079349100320
- Schema version
- 2020v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-29T10:59:53-06:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200535748 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORABITO & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 DOVER COURT | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461620356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUDNIK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUDN | BusinessNameControlTxt |
| Phone | 6464153599 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12401 COIT ROAD | AddressLine1Txt |
| City | BRATENAHL | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN BUDNIK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6464153599 | PhoneNum |
| Signature | 2021-12-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | BUDNIK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J MORABITO CPA | PreparerPersonNm |
| PTIN | P00393052 | PTIN |
| Phone | 5854297759 | PhoneNum |
| Preparation | 2021-12-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $5,474,408 | 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 | $2,761 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $483 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $483 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,824 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,824 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $290,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $680,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $290,049 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $347,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344,356 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,600 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $37,309 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,309 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $884 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $40,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,909 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,991 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,991 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $210,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,909 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,991 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $136,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $304,447 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,178 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,390 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,390 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,752,296 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,978,064 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,439,018 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $39,913 | CorporateBondsBOYAmt |
| Other Assets BOY | $734 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,877,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,013,454 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,474,408 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,877,121 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,013,454 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,877,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,013,454 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,877,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,013,454 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,877,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $136,333 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,013,454 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,013,454 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BAXTER INTL | P | 2003-04-01 | 2021-04-08 | $8,459 | $4,840 | $3,619 | $3,619 |
| LUMEN TECHNOLOGIES | P | 2018-03-27 | 2021-10-22 | $70,896 | $90,901 | -$20,005 | -$20,005 |
| MATADOR RESOURCES | P | 2015-07-09 | 2021-01-12 | $43,942 | $59,273 | -$15,331 | -$15,331 |
| METTLER-TOLEDO INTL | P | 1997-11-14 | 2021-01-13 | $117,711 | $17,153 | $100,558 | $100,558 |
| DISCOVERY INC | P | 2018-03-07 | 2021-03-25 | $39,104 | $12,481 | $26,623 | $26,623 |
| WATERS CORP | P | 2001-07-10 | 2021-10-22 | $36,136 | $8,721 | $27,415 | $27,415 |
| ADVANCED DRAIN | P | 2019-03-19 | 2021-02-25 | $188,741 | $51,719 | $137,022 | $137,022 |
| SHERWIN WILLIAMS | P | 2018-11-01 | 2021-10-22 | $46,104 | $19,889 | $26,215 | $26,215 |
| HILTON WORLDWIDE HOLDINGS | P | 2020-04-20 | 2021-04-08 | $9,357 | $5,511 | $3,846 | $3,846 |
| JP MORGAN CHASE BOND 2.55% 3/2/21 | P | 2019-01-29 | 2021-02-19 | $40,000 | $39,913 | $87 | $87 |
| US TREASURY BILL | P | 2021-02-19 | 2021-06-04 | $39,997 | $39,997 | ||
| US TREASURY BILL | P | 2021-06-25 | 2021-10-28 | $39,993 | $39,993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $290,049 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,846 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,232 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,232 | SubtotalAmt |
| Tax Based On Investment Income | $4,232 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,534 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,534 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,302 | OverpaymentAmt |
| Applied To ES Tax | $4,302 | AppliedToESTaxAmt |
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 | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | 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 | JOHN BUDNIK | IndividualWithBooksNm |
| Phone | 6464153599 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12401 COIT ROAD | AddressLine1Txt |
| City | BRATENAHL | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44108 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| ROY BUDNIK | ||||||||
| 117 RIDGEVIEW ROAD | POUGHKEEPSIE | NY | 12603 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| JOHN BUDNIK | ||||||||
| 12401 COIT ROAD | BRATENAHL | OH | 44108 | TREASURER | 4.00 | $0 | $0 | $0 |
| PETER BUDNIK | ||||||||
| 5680 N SUNNY POINT ROAD | GLENDALE | WI | 53209 | SECRETARY | 4.00 | $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 |
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 | $4,442,429 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,502,212 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,502,212 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,434,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $221,734 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $221,734 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,232 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,232 | TotalTaxAmt |
| Distributable Before Adj | $217,502 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $217,502 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $217,502 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,991 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $169,991 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $169,991 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $217,502 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $169,991 | UndistributedIncomePYAmt |
| Qualifying Distributions | $169,991 | QualifyingDistributionsAmt |
| Applied To Year1 | $169,991 | AppliedToYear1Amt |
| Undistributed Income CY | $217,502 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| WYA FOUNDATION INC | |||||
| 228 EAST 71ST STREET | NEW YORK | NY | 10021 | FOR THE BENEFIT OF POOR MOTHERS | $36,000 |
| SISTERS OF LIFE | |||||
| 38 MONTEBELLO RD | SUFFERN | NY | 10901 | TO SUPPORT ROMAN CATHOLIC PROJECTS | $10,000 |
| HERSHEY MONETESSORI SCHOOL | |||||
| 10229 PROUTY ROAD | CONCORD TOWNSHIP | OH | 44077 | TO SUPPORT EDUCATIONAL PROJECTS | $10,000 |
| LAUDATO SI PROJECT INC | |||||
| 54430 SHANNON RD | HARTFORD | WI | 53027 | TO SUPPORT CATHOLIC EDUCATION | $14,000 |
| NATIONAL CIVIC ART SOCIETY | |||||
| 904 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | TO SUPPORT THE ARTS | $3,000 |
| WETHERSFIELD FOUNDATION | |||||
| 257 PUGSLEY HILL RD | AMENIA | NY | 12501 | TO SUPPORT CONSERVATION PROJECTS | $50,000 |
| INTERNATIONAL CATHOLIC UNIVERSITY | |||||
| PO BOX 11371 | EUGENE | OR | 97440 | TO BENEFIT ROMAN CATHOLIC PROJECTS | $40,000 |
| CHRIST THE BRIDEGROOM MONASTERY | |||||
| 17485 MUMFORD RD | BURTON | OH | 44021 | TO SUPPORT ROMAN CATHOLIC PROJECTS | $1,991 |
| PRO LABORE DEI INC | |||||
| 2517 N 47TH STREET | MILWAUKEE | WI | 53210 | TO PROVIDE CARE FOR THE POOR | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,991 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $483 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,824 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $290,049 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $344,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $344,356 | 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 |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THEODORA BUDNIK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 RIDGEVIEW ROAD | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,761 | 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 | $2,600 | Amt |
| Net Investment Income | $2,600 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 40,000 JP MORGAN CHASE 2.55% 3/01/21 | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $49,498 | $193,335 |
| ABBVIE INC | $30,461 | $103,203 |
| ADVANCED DRAIN SYSTEMS | $39,629 | $166,380 |
| ALPHABET A | $74,239 | $296,092 |
| ALPHABET C | $25,014 | $88,962 |
| ANALOG DEVICES | $15,402 | $32,096 |
| APOLLO GLOBAL MGMT LLC | $95,290 | $384,750 |
| APPLE | $33,403 | $122,836 |
| ARMSTRONG WORLD | $45,589 | $105,650 |
| BAXTER INTL | $24,198 | $39,480 |
| BERKSHIRE HATHAWAY | $29,914 | $43,625 |
| BLACK KNIGHT INC | $138,810 | $133,209 |
| BLACKSTONE GROUP | $86,424 | $553,680 |
| CAI INC | $68,633 | $75,925 |
| CENTURY LINK | ||
| CHARLES SCHWAB | $99,233 | $213,278 |
| CREDIT ACCEPT CORP | $48,941 | $239,284 |
| DISCOVERY INC | $57,068 | $58,656 |
| ENSTAR GROUP | $79,729 | $161,546 |
| FISERV INC | $110,275 | $98,490 |
| GALLAGHER ARTHUR J & CO | $148,929 | $192,820 |
| HILTON WORLDWIDE HOLDINGS | $67,973 | $133,154 |
| HOME DEPOT | $31,903 | $67,285 |
| JOHNSON & JOHNSON | $42,060 | $97,728 |
| JPMORGAN CHASE & CO | $70,128 | $186,879 |
| LABORATORY CORP | $67,693 | $200,914 |
| MASTERCARD | $51,361 | $67,104 |
| MATADOR RES CO | ||
| METTLER-TOLEDO INTL | $59,081 | $459,073 |
| MICROSOFT CORP | $41,534 | $265,296 |
| ROPER IND | $32,907 | $146,361 |
| SHERWIN WILLIAMS | $79,555 | $189,966 |
| TEVA PHARMA | $72,146 | $64,676 |
| WATERS CORP | $61,044 | $257,285 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FED EXCISE TAX | Desc |
| BOY Book Value | $734 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $37,309 | Amt |
| Net Investment Income | $37,309 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FILING FEES | $150 |
| FEDERAL EXCISE TAXES | $734 |
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