BUDNIK FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BUDNIK FAMILY FOUNDATION (EIN 46-1620356)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2020-12-22
- IRS object ID
- 202003579349100200
- Schema version
- 2019v5.0
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-22T03:39:55-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | 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 | 2019-11-01 | 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 | 8454546499 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 RIDGEVIEW ROAD | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 126034263 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THEODORA BUDNIK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8454546499 | PhoneNum |
| Signature | 2020-11-30 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J MORABITO CPA | PreparerPersonNm |
| PTIN | P00393052 | PTIN |
| Phone | 5854297759 | PhoneNum |
| Preparation | 2020-11-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.101.131.172 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-12-22 | IPDt |
| IP Tm | 03:39:55 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F2BBAF2F094CD666F33E938873D78022ADF84698 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7E2EF89762E5CEACBA61F69919D6DA040517E688 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,481,963 | 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 | $2,625 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,200 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,200 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,511 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $204,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,934 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,460 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,460 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $56,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,105 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,600 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $28,386 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,386 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,117 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $354 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,103 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,340 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $194,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,340 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,765 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $242,310 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,178 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,731,303 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,752,296 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,356,851 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $39,744 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $39,913 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $40,200 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,472 | OtherAssetsBOYAmt |
| Other Assets EOY | $734 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $734 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,014,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,877,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,481,963 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,014,829 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,877,121 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,014,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,877,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,014,829 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,877,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,014,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,708 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,877,121 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,877,121 | 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 |
|---|---|---|---|---|---|---|---|
| ANHEUSER BUSCH INBEV | P | 2011-08-09 | 2020-04-17 | $45,920 | $54,113 | -$8,193 | -$8,193 |
| DOVER CORP | P | 2015-12-09 | 2020-04-17 | $88,563 | $40,572 | $47,991 | $47,991 |
| US BANCORP | P | 2013-05-13 | 2020-04-17 | $69,988 | $56,852 | $13,136 | $13,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,934 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,256,994 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043138 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $116,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,843,106 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040871 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $105,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,340,138 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044869 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $115,227 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,128,200 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054143 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $117,736 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,326,913 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050598 | DistributionYr5Rt |
| Total Distribution | 0.233619 | TotalDistributionRt |
| Average Distribution | 0.046724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,417,826 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $159,695 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $738 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $160,433 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $162,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $738 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $738 | SubtotalAmt |
| Tax Based On Investment Income | $738 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,472 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,472 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $734 | OverpaymentAmt |
| Applied To ES Tax | $734 | 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 | THEODORA BUDNIK | IndividualWithBooksNm |
| Phone | 8454546499 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|
| THEODORA BUDNIK | ||||||||
| 117 RIDGEVIEW ROAD | POUGHKEEPSIE | NY | 12603 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| PETER BUDNIK | ||||||||
| 5680 N SUNNY POINT ROAD | GLENDALE | WI | 53209 | SECRETARY | 000.00 | $0 | $0 | $0 |
| JOHN BUDNIK | ||||||||
| 12401 COIT ROAD | BRATENAHL | OH | 44108 | TREASURER | 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 | $3,306,630 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $163,244 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,469,874 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,469,874 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,417,826 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $170,891 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $170,891 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $738 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $738 | TotalTaxAmt |
| Distributable Before Adj | $170,153 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $170,153 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $170,153 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $162,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $738 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $161,262 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,153 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $161,838 | UndistributedIncomePYAmt |
| Qualifying Distributions | $162,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $161,838 | AppliedToYear1Amt |
| Applied To Current Year | $162 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $169,991 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| WYA FOUNDATION INC | ||||||
| 228 EAST 71ST STREET | NEW YORK | NY | 10021 | FOR THE BENEFIT OF POOR MOTHERS | $36,000 | |
| CATHOLIC RURAL LIFE | ||||||
| 2115 SUMMIT AVENUE | ST PAUL | MN | 551051078 | TO BENEFIT ROMAN CATHOLIC PROJECTS | $4,000 | MAIL NUMBER 4080 |
| 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 | |
| PRO LABORE DEI INC | ||||||
| 5606 S HILL DR | MADISON | WI | 53705 | TO SUPPORT ROMAN CATHOLIC PROJECTS | $3,000 | |
| BRATENAHL COMMUNITY FOUNDATION | ||||||
| ONE BRATENAHL PLACE | CLEVELAND | OH | 44108 | PROVIDE SOCIAL BENEFITS TO COMMUNITY | $1,000 | |
| LAUDATO SI PROJECT INC | ||||||
| 54430 SHANNON RD | HARTFORD | WI | 53027 | TO SUPPORT CATHOLIC EDUCATION | $10,000 | |
| NATIONAL CIVIC ART SOCIETY | ||||||
| 904 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | TO SUPPORT THE ARTS | $3,000 | |
| THE RAFFAELLA BALLET INC | ||||||
| 212 E LASALLE AVE STE 100 | SOUTH BEND | IN | 46617 | TO SUPPORT THE ARTS | $10,000 | |
| WETHERSFIELD FOUNDATION | ||||||
| 257 PUGSLEY HILL RD | AMENIA | NY | 12501 | TO SUPPORT CONSERVATION PROJECTS | $50,000 | |
| WYOMING CATHOLIC COLLEGE | ||||||
| 306 MAIN STREET | LANDER | WY | 82520 | PROMOTE CATHOLIC TEACHING | $5,000 | |
| INTERNATIONAL CATHOLIC UNIVERSITY | ||||||
| PO BOX 495 | NOTRE DAME | IN | 46556 | TO BENEFIT ROMAN CATHOLIC PROJECTS | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,200 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,511 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,460 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,599 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,770 | 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 | RIDGEVIEW ROAD | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,625 | 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 |
| EOY Book Value | $39,913 | EOYBookValueAmt |
| EOYFMV | $40,200 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $49,498 | $157,665 |
| ABBVIE INC | $30,461 | $76,590 |
| ALPHABET A | $74,239 | $161,611 |
| ALPHABET C | $25,014 | $48,630 |
| ANALOG DEVICES | $15,402 | $21,928 |
| ANHEUSER BUSCH INBEV | ||
| APPLE | $33,403 | $89,265 |
| APOLLO GLOBAL MGMT LLC | $95,290 | $184,300 |
| ARMSTRONG WORLD | $45,589 | $59,900 |
| BAXTER INTL | $29,037 | $46,542 |
| BERKSHIRE HATHAWAY | $29,914 | $30,689 |
| BLACKSTONE GROUP | $86,424 | $201,680 |
| CENTURY LINK | $90,901 | $49,134 |
| CREDIT ACCEPT CORP | $48,941 | $119,248 |
| DISCOVERY INC | $39,942 | $36,640 |
| DOVER CORP | ||
| ENSTAR GROUP | $79,729 | $120,309 |
| HOME DEPOT | $31,903 | $48,275 |
| JOHNSON & JOHNSON | $42,060 | $82,266 |
| JPMORGAN CHASE & CO | $70,128 | $107,844 |
| LABORATORY CORP | $67,693 | $139,839 |
| MATADOR RES CO | $59,273 | $19,089 |
| METTLER-TOLEDO INTL | $76,234 | $399,164 |
| MICROSOFT CORP | $41,534 | $161,976 |
| ROPER IND | $32,907 | $111,402 |
| US BANCORP | ||
| WATERS CORP | $69,764 | $178,256 |
| ADVANCED DRAIN SYSTEMS | $91,348 | $215,662 |
| CHARLES SCHWAB | $99,233 | $106,886 |
| SHERWIN WILLIAMS | $99,443 | $171,995 |
| TEVA PHARMA | $72,146 | $64,528 |
| MASTERCARD | $51,361 | $57,728 |
| HILTON WORLDWIDE HOLDINGS | $73,485 | $87,810 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FED EXCISE TAX | Desc |
| BOY Book Value | $1,472 | BOYBookValueAmt |
| EOY Book Value | $734 | EOYBookValueAmt |
| EOYFMV | $734 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AUSTIN TRUST | Desc |
| Revenue And Expenses Per Books | $4,460 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,460 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $28,386 | Amt |
| Net Investment Income | $28,386 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENT | $354 | $354 |
| FILING FEES | $25 | |
| FEDERAL EXCISE TAXES | $738 |
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