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BULLER FAM FOUNDATION TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BULLER FAM FOUNDATION TR (EIN 11-6598655)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-04
IRS object ID
202122779349100602
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-04T07:57:39-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 MELVILLE PARK RDAddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN116598655EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BULLER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SEETA LOCHANInCareOfNm
Business Name ControlBULLBusinessNameControlTxt
Phone6312494900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O-MARJAM SUPPLY- 885 CONKLIN STAddressLine1Txt
CityFARMINGDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11735ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSEETA LOCHANPersonNm
Person TitleSEETA LOCHANPersonTitleTxt
Phone6312494900PhoneNum
Signature2021-11-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSEETAPersonFirstNm
Person LastLOCHANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARLA ESANPreparerPersonNm
PTINP00367254PTIN
Phone6314144000PhoneNum
Preparation2021-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,976,054FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$167InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$167InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$42,610DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,673DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$41,809NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$605,279GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,809CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$84,586TotalRevAndExpnssAmt
Total Net Invst Incm$72,649TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,647OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,819OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,935TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,013TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$693OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$693OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,275TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,832TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$693TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$109,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$109,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$119,125TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,832TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$110,543TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$34,539ExcessRevenueOverExpensesAmt
Net Investment Income$68,817NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$49,849SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$66,732SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$66,732SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,109,003CorporateStockBOYAmt
Corporate Stock EOY$2,057,581CorporateStockEOYAmt
Corporate Stock EOYFMV$2,909,322CorporateStockEOYFMVAmt
Total Assets BOY$2,158,852TotalAssetsBOYAmt
Total Assets EOY$2,124,313TotalAssetsEOYAmt
Total Assets EOYFMV$2,976,054TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,158,852CapitalStockBOYAmt
Capital Stock EOY$2,124,313CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,158,852TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,124,313TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,158,852TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,124,313TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,158,852TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$34,539ExcessRevenueOverExpensesAmt
Subtotal$2,124,313SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,124,313TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES-STP$157,871$153,939$3,932$3,932
PUBLICLY TRADED SECURITIES- LTP$424,842$409,531$15,311$15,311
FieldValueIRS element (for citing)
Capital Gain Net Income$41,809CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$957InvestmentIncomeExciseTaxAmt
Subtotal$957SubtotalAmt
Tax Based On Investment Income$957TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Es Penalty$7EsPenaltyAmt
Overpayment$1,036OverpaymentAmt
Applied To ES Tax$1,036AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SEETA LOCHANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6312494900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1885 CONKLIN STAddressLine1Txt
CityFARMINGDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11735ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK BULLER
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE0.5$0$0$0
SARAH BEATTY-BULLER
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE0.5$0$0$0
CARMEN ARGUELLES
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE0.5$0$0$0
SEETA LOCHAN
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE0.58$0$0$0
JAMES HOLIBER
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE0.5$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,572,069AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,805AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,642,874TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,642,874AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,643CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,603,231NetVlNoncharitableAssetsAmt
Minimum Investment Return$130,162MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$130,162MinimumInvestmentReturnAmt
Tax Based On Investment Income$957TaxBasedOnInvestmentIncomeAmt
Total Tax$957TotalTaxAmt
Distributable Before Adj$129,205DistributableBeforeAdjAmt
Distributable Before Ded$129,205DistributableBeforeDedAmt
Distributable As Adjusted$129,205DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$110,543ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$110,543QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$110,543AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$129,205DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$15,142ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$3,693ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,835TotalExcessDistributionCyovAmt
Qualifying Distributions$110,543QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$110,543AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$18,662ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$18,662ExcessDistributionCyovAppCYAmt
Total Corpus$173TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$173ExcessDistriCyovToNextYrAmt
Excess From Year1$173ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARK BULLERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSEETA LOCHANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1885 CONKLIN STAddressLine1Txt
CityFARMINGDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11735ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6312494900RecipientPhoneNum
Form And Info And MaterialsMAIL in applicationFormAndInfoAndMaterialsTxt
Submission Deadlinesn/aSubmissionDeadlinesTxt
Restrictions On Awardsn/aRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE STATEMENT BBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O-MARJAM SUPPLY- 885 CONKLIN STAddressLine1Txt
CityFARMINGDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11735ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSEE STATEMENT BGrantOrContributionPurposeTxt
Amt$109,850Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$109,850TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$167ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,610ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
FieldValueIRS element (for citing)
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$41,809ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$84,586ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$84,586TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SEC- STATEMENT AStockNm
EOY Book Value$2,057,581EOYBookValueAmt
EOYFMV$2,909,322EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS PUBLICATION COSTS$160$160
NEW YORK FILING FEE$250$250
MISCELLANEOUS EXPENSE$283$283

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$4,647Amt
Net Investment Income$2,819NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAXES$2,922
FOREIGN TAXES PAID$1,013$1,013

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