BUDNIK FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BUDNIK FAMILY FOUNDATION (EIN 46-1620356)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2022-12-11
- IRS object ID
- 202203459349100000
- Schema version
- 2021v4.0
- 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 Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-11T06:47:03-05:00 | ReturnTs |
| Tax Period End | 2022-10-31 | 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 | 2021-11-01 | 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 | 2022-12-06 | 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 | 2022-12-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,516,996 | 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 | $143,194 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $80,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,698 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,424 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $549,962 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $174,182 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $297,316 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $254,880 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,800 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $44,025 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,025 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,825 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $54,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,825 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $221,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $221,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $275,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,825 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $221,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $208,055 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,390 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,272 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,978,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,979,508 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,461,724 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,013,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,034,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,516,996 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,013,454 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,034,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,013,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,034,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,013,454 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,034,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,013,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,326 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,034,780 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,034,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 500 BAXTER INTL | P | $42,152 | $24,198 | $17,954 | $17,954 |
| 2,500 CAE INC | P | $44,904 | $68,633 | -$23,729 | -$23,729 |
| 185 ANALOG DEVICES | P | $26,995 | $15,402 | $11,593 | $11,593 |
| 310 METTLER-TOLEDO INTL | P | $48,632 | $6,670 | $41,962 | $41,962 |
| 145 APPLE INC | P | $21,466 | $5,907 | $15,559 | $15,559 |
| 2,600 WARNER BROS. | P | $32,269 | $57,068 | -$24,799 | -$24,799 |
| 200 WATERS CORP | P | $62,863 | $17,441 | $45,422 | $45,422 |
| 75 ADVANCED DRAIN | P | $9,264 | $2,015 | $7,249 | $7,249 |
| 5,048 JPMORGAN GROWTH ADV | P | $140,394 | $39,627 | $100,767 | $100,767 |
| 1,900 BLACK KNIGHT INC | P | $116,441 | $138,810 | -$22,369 | -$22,369 |
| BONY MELLON ADR FX SETTLEMENT | P | $9 | $9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $174,182 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,892 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,892 | SubtotalAmt |
| Tax Based On Investment Income | $2,892 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,302 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,302 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,410 | OverpaymentAmt |
| Applied To ES Tax | $1,410 | 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 | 000.00 | $0 | $0 | $0 |
| JOHN BUDNIK | ||||||||
| 12401 COIT ROAD | BRATENAHL | OH | 44108 | TREASURER | 000.00 | $0 | $0 | $0 |
| PETER BUDNIK | ||||||||
| 5680 N SUNNY POINT ROAD | GLENDALE | WI | 53209 | SECRETARY | 000.00 | $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 | $4,950,371 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,995,702 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,995,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,936 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,920,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,038 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,038 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,892 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,892 | TotalTaxAmt |
| Distributable Before Adj | $243,146 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $243,146 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $243,146 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $221,340 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $221,340 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,146 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $217,502 | UndistributedIncomePYAmt |
| Qualifying Distributions | $221,340 | QualifyingDistributionsAmt |
| Applied To Year1 | $217,502 | AppliedToYear1Amt |
| Applied To Current Year | $3,838 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $239,308 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CATHOLIC NEAR EAST WELFARE ASSOCIAT | ||||||
| 1011 FIRST AVENUE | 15TH FLOOR | NEW YORK | NY | 100224195 | TO BENEFIT ROMAN CATHOLIC PROJECTS | $5,000 |
| CHRIST THE BRIDEGROOM MONASTERY | ||||||
| 17485 MUMFORD RD | BURTON | OH | 44021 | TO SUPPORT ROMAN CATHOLIC PROJECTS | $10,000 | |
| SISTERS OF LIFE | ||||||
| 38 MONTEBELLO RD | SUFFERN | NY | 10901 | TO SUPPORT ROMAN CATHOLIC PROJECTS | $10,000 | |
| WYA FOUNDATION INC | ||||||
| 228 EAST 71ST STREET | NEW YORK | NY | 10021 | FOR THE BENEFIT OF POOR MOTHERS | $36,000 | |
| HOLY CROSS CHURCH | ||||||
| 620 THIERIOT AVE | BRONX | NY | 10473 | TO SUPPORT LOCAL PARISH. | $10,000 | |
| LAUDATO SI PROJECT INC | ||||||
| 54430 SHANNON RD | HARTFORD | WI | 53027 | TO SUPPORT CATHOLIC EDUCATION | $20,000 | |
| LIFE'S CONNECTION - MUKWONAGO CTR | ||||||
| 307 S ROCHESTER ST | MUKWONAGO | WI | 53149 | PROVIDES COUNSELING AND HEALTH | $5,000 | |
| LUMEN CHRISTI INSTITUTE | ||||||
| 1220 EAST 58TH STREET | CHICAGO | IL | 60637 | TO BENEFIT ROMAN CATHOLIC PROJECTS | $5,000 | |
| NATIONAL CIVIC ART SOCIETY | ||||||
| 904 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | TO SUPPORT THE ARTS | $8,000 | |
| PRO LABORE DEI INC | ||||||
| 2517 N 47TH STREET | MILWAUKEE | WI | 53210 | TO PROVIDE CARE FOR THE POOR | $5,000 | |
| ST JOSAPHAT BASILICA FOUNDATION | ||||||
| 620 W LINCOLN AVENUE | MILWAUKEE | WI | 53215 | TO SUPPORT CATHOLIC EDUCATION | $3,000 | |
| THE RAFFAELLA BALLET INC | ||||||
| 212 E LASALLE AVE STE 100 | SOUTH BEND | IN | 46617 | TO SUPPORT THE ARTS | $5,000 | |
| WETHERSFIELD FOUNDATION | ||||||
| 257 PUGSLEY HILL RD | AMENIA | NY | 12501 | TO SUPPORT CONSERVATION PROJECTS | $38,340 | |
| THE LYCEUM | ||||||
| 1545 SOUTH GREEN ROAD | SOUTH EUCLID | OH | 44121 | TO SUPPORT CATHOLIC EDUCATION | $20,000 | |
| PARISH OF HOLY RESURRECTION | ||||||
| 1400 CEDAR SWAMP ROAD | BROOKVILLE | NY | 11545 | TO SUPPORT LOCAL PARISH. | $3,000 | |
| SACRED HEART GUARDIANS ADN SHELTER | ||||||
| 3432 DENMARK AVE233 | EAGAN | MN | 55123 | TO SUPPORT CHRISTIAN BURIAL | $5,000 | |
| ST CECILIA CONGREGATION | ||||||
| 801 DOMINICAN DRIVE | NASHVILLE | TN | 37228 | TO SUPPORT LOCAL PARISH. | $20,000 | |
| ST FRANCES CABRINI PARISH | ||||||
| 1025 S 7TH AVE | WEST BEND | WI | 53095 | TO SUPPORT LOCAL PARISH. | $10,000 | |
| ST MARTIN DE PORRES CHURCH | ||||||
| 118 CEDAR VALLEY RD | POUGHKEEPSIE | NY | 12603 | TO SUPPORT LOCAL PARISH. | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $221,340 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,698 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,424 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $154,122 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,122 | 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 | JOHN BUDNIK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $143,194 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $2,800 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $49,498 | $148,410 |
| ABBVIE INC | $30,461 | $131,760 |
| ADVANCED DRAIN SYSTEMS | $37,614 | $162,232 |
| ALPHABET A | $74,239 | $189,020 |
| ALPHABET C | $25,014 | $56,796 |
| ANALOG DEVICES | ||
| APOLLO GLOBAL MGMT LLC | $95,290 | $276,800 |
| APPLE | $27,496 | $103,504 |
| ARMSTRONG WORLD | $45,589 | $75,570 |
| BAXTER INTL | ||
| BERKSHIRE HATHAWAY | $29,914 | $44,854 |
| BLACK KNIGHT INC | ||
| BLACKSTONE GROUP | $86,424 | $364,560 |
| BLUE OWL CAPITAL | $139,996 | $150,300 |
| CAI INC | ||
| CHARLES SCHWAB | $106,952 | $215,109 |
| COSTAR GROUP | $108,476 | $165,440 |
| CREDIT ACCEPT CORP | $95,478 | $232,810 |
| DISCOVERY INC | ||
| ENSTAR GROUP | $79,729 | $140,364 |
| FISERV INC | $110,275 | $102,740 |
| GALLAGHER ARTHUR J & CO | $148,929 | $215,142 |
| HILTON WORLDWIDE HOLDINGS | $91,037 | $148,786 |
| HOME DEPOT | $31,903 | $53,599 |
| JOHNSON & JOHNSON | $42,060 | $104,382 |
| JPMORGAN CHASE & CO | $70,128 | $138,468 |
| LABORATORY CORP | $67,693 | $155,302 |
| MASTERCARD | $51,361 | $65,636 |
| METTLER-TOLEDO INTL | $52,411 | $347,856 |
| MICROSOFT CORP | $53,330 | $197,311 |
| ROPER IND | $32,907 | $124,362 |
| SHERWIN WILLIAMS | $79,555 | $135,018 |
| TEVA PHARMA | $72,146 | $66,008 |
| WATERS CORP | $43,603 | $149,585 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $44,025 | Amt |
| Net Investment Income | $44,025 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FILING FEES | $25 |
| FEDERAL EXCISE TAXES | $7,800 |
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