BUDNIK FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BUDNIK FAMILY FOUNDATION (EIN 46-1620356)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-01-08
- IRS object ID
- 201920089349100007
- Schema version
- 2017v2.3
- 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 | 2019-01-08T05:14:32-05:00 | ReturnTs |
| Tax Period End | 2018-10-31 | 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 | 2017-11-01 | 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 | 2018-12-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J MORABITO CPA | PreparerPersonNm |
| PTIN | P00393052 | PTIN |
| Phone | 5854297759 | PhoneNum |
| Preparation | 2018-12-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.101.188.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-08 | IPDt |
| IP Tm | 04:14:32 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CFE936F15A5964A23DA661D789E734BCF657C337 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CFE936F15A5964A23DA661D789E734BCF657C337 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,153,193 | 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 | $576,177 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $662 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $662 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,538 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,538 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,693 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $667,087 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,282 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,249 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,249 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $635,933 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,731 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,600 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $24,438 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,438 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,443 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,565 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $29,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $116,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $116,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,681 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $490,252 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,128 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,727 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $488,349 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $488,349 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,628,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,657,177 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,622,437 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $40,427 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $40,149 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $39,957 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $3,303 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,450 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,450 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,697,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,188,125 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,153,193 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $125 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $125 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,697,873 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,188,125 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,697,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,188,125 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,697,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,188,125 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,697,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $490,252 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,188,125 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,188,125 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .46 CENTURY LINK CASH IN LIEU | P | 2017-11-15 | 2017-11-15 | $6 | $8 | -$2 | -$2 |
| 211 HONEYWELL | D | 2017-01-26 | 2018-05-15 | $31,025 | $24,871 | $6,154 | $6,154 |
| 1500 FLUOR CORP | D | 2012-12-27 | 2018-05-04 | $69,978 | $69,351 | $627 | $627 |
| 475 INTERNATIONAL PAPER | D | 2017-02-09 | 2018-05-15 | $25,635 | $24,980 | $655 | $655 |
| APOLLO GLOBAL | P | 2015-01-13 | 2017-11-21 | $398 | -$398 | -$398 | |
| 303 IROBOT CORP | D | 2017-12-07 | 2018-05-15 | $18,731 | $17,901 | $830 | $830 |
| 500 APERGY | P | 2015-12-09 | 2018-05-09 | $20,461 | $10,548 | $9,913 | $9,913 |
| 1425 NEW YORK TIMES | D | 2017-06-02 | 2018-05-15 | $32,219 | $25,123 | $7,096 | $7,096 |
| BLACKSTONE GROUP | P | 2013-05-23 | 2017-11-21 | $2,752 | -$2,752 | -$2,752 | |
| 407 NUCOR | D | 2017-01-26 | 2018-05-15 | $25,323 | $24,445 | $878 | $878 |
| 500 LEVEL 3 COMMUNICATIONS | P | 2016-04-19 | 2017-11-03 | $26,311 | $26,937 | -$626 | -$626 |
| 722 OTC MARKETS GROUP | D | 2017-12-07 | 2018-05-15 | $19,251 | $19,855 | -$604 | -$604 |
| 300 LEVEL 3 COMMUNICATIONS | P | 2016-05-27 | 2017-11-03 | $15,787 | $16,150 | -$363 | -$363 |
| 648 Q2 HOLDINGS | D | 2017-12-22 | 2018-05-15 | $36,229 | $24,025 | $12,204 | $12,204 |
| 300 LEVEL 3 COMMUNICATIONS | P | 2016-10-07 | 2017-11-03 | $15,787 | $13,813 | $1,974 | $1,974 |
| 212 TRAVELERS COS | D | 2017-01-26 | 2018-05-15 | $27,381 | $25,022 | $2,359 | $2,359 |
| 5500 COLONY NORTHSTAR | P | 2017-01-18 | 2017-12-19 | $65,050 | $67,409 | -$2,359 | -$2,359 |
| 154 UNITED HEALTH GROUP | D | 2017-01-26 | 2018-05-15 | $37,239 | $24,935 | $12,304 | $12,304 |
| 550 BANK OF NY MELLON | D | 2017-02-09 | 2018-05-15 | $31,355 | $25,062 | $6,293 | $6,293 |
| 335 TE CONNECTIVITY | D | 2017-01-26 | 2018-05-15 | $31,563 | $25,185 | $6,378 | $6,378 |
| 600 COCA COLA | D | 2017-01-13 | 2018-05-15 | $25,043 | $24,972 | $71 | $71 |
| 714 BANCO LATINAMERICAN | D | 2017-10-02 | 2018-05-15 | $19,891 | $19,542 | $349 | $349 |
| 907 COMMERCEHUB INC | D | 2017-12-07 | 2018-05-15 | $20,570 | $19,972 | $598 | $598 |
| 774 CONTROL4 CORP | D | 2017-12-22 | 2018-05-15 | $18,545 | $16,509 | $2,036 | $2,036 |
| 172 CUMMINS INC | D | 2017-04-19 | 2018-05-15 | $24,828 | $25,116 | -$288 | -$288 |
| 200 DEERE & CO | D | 2017-06-02 | 2018-05-15 | $28,879 | $24,924 | $3,955 | $3,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,282 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $24,105 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $105,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,340,138 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044869 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,227 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,128,200 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054143 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $117,736 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,326,913 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050598 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $84,459 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,377,544 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035524 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $1,900,292 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.185134 | TotalDistributionRt |
| Average Distribution | 0.046284 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,843,106 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $131,590 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,011 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $132,601 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $116,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,023 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,023 | SubtotalAmt |
| Tax Based On Investment Income | $2,023 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,450 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,450 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $427 | OverpaymentAmt |
| Applied To ES Tax | $427 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY J MORABITO CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5854297759 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 |
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 | ||||||||
| 9505 HEADLANDS ROAD | MENTOR | OH | 44060 | 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 | $2,626,486 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $257,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,877 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,886,402 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,886,402 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,296 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,843,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $142,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $142,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,023 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,023 | TotalTaxAmt |
| Distributable Before Adj | $140,132 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $140,132 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $140,132 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $116,200 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $116,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $140,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $116,108 | UndistributedIncomePYAmt |
| Qualifying Distributions | $116,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $116,108 | AppliedToYear1Amt |
| Applied To Current Year | $92 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $140,040 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 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 |
| NATIONAL CIVIC ART SOCIETY | ||||||
| 904 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | TO SUPPORT THE ARTS | $2,500 | |
| SISTERS OF LIFE | ||||||
| 38 MONTEBELLO RD | SUFFERN | NY | 10901 | TO SUPPORT ROMAN CATHOLIC PROJECTS | $5,000 | |
| 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 | $2,500 | |
| LIFE'S CONNECTION - MUKWONAGO CTR | ||||||
| 307 S ROCHESTER ST | MUKWONAGO | WI | 53149 | PROVIDES COUNSELING AND HEALTH | $2,200 | |
| BRATENAHL COMMUNITY FOUNDATION | ||||||
| ONE BRATENAHL PLACE | CLEVELAND | OH | 44108 | PROVIDE SOCIAL BENEFITS TO COMMUNITY | $1,000 | |
| SUCCESS FOR AUTISM | ||||||
| 28700 EUCLID AVE 120 | WICKLIFFE | OH | 44092 | AUTISM AWARENESS | $3,000 | |
| WETHERSFIELD INSTITUTE FOR CATHOLIC | ||||||
| 424 WEST 34TH STREET | NEW YORK CITY | NY | 10001 | PROMOTE CATHOLIC TEACHING | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $116,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $662 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,538 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,249 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,693 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $59,756 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,756 | 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 | 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 | $576,177 | 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 | 40000 JP MORGAN CHASE 2.35% 1/28/19 | BondNm |
| EOY Book Value | $40,149 | EOYBookValueAmt |
| EOYFMV | $39,957 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $49,498 | $103,410 |
| ABBVIE INC | $30,461 | $70,065 |
| AGROFRESH SOL RIGHTS | $276 | |
| ALPHABET A | $74,239 | $109,058 |
| ALPHABET C | $25,014 | $32,303 |
| ANALOG DEVICES | $15,402 | $15,486 |
| ANHEUSER BUSCH INBEV | $87,720 | $73,980 |
| APPLE | $33,403 | $44,866 |
| APOLLO GLOBAL MGMT LLC | $100,205 | $147,100 |
| ARMSTRONG WORLD | $45,589 | $61,750 |
| BAXTER INTL | $29,037 | $37,506 |
| BERKSHIRE HATHAWAY | $29,914 | $31,203 |
| BLACKSTONE GROUP | $88,107 | $129,440 |
| CENTURY LINK | $90,901 | $117,648 |
| COLONY NORTHSTAR | ||
| CREDIT ACCEPT CORP | $48,941 | $169,768 |
| DISCOVERY INC | $39,942 | $58,620 |
| DOVER CORP | $48,651 | $82,840 |
| ENSTAR GROUP | $79,729 | $127,120 |
| FLUOR CORP | ||
| HOME DEPOT | $31,903 | $31,834 |
| JOHNSON & JOHNSON | $42,060 | $83,994 |
| JPMORGAN CHASE & CO | $70,128 | $119,922 |
| LABORATORY CORP | $67,693 | $112,385 |
| LEVEL 3 COMMUNICATIONS | ||
| LIBERTY GLOBAL | $52,265 | $41,008 |
| MATADOR RES CO | $59,273 | $77,868 |
| METTLER-TOLEDO INTL | $76,234 | $218,728 |
| MICROSOFT CORP | $41,534 | $85,448 |
| QUALCOMM INC | $58,972 | $56,601 |
| ROPER IND | $32,907 | $84,870 |
| SCHLUMBERGER LTD | $71,190 | $41,048 |
| US BANCORP | $66,501 | $104,540 |
| WATERS CORP | $69,764 | $151,752 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FED EXCISE TAX | Desc |
| BOY Book Value | $3,303 | BOYBookValueAmt |
| EOY Book Value | $2,450 | EOYBookValueAmt |
| EOYFMV | $2,450 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AUSTIN TRUST | Desc |
| Revenue And Expenses Per Books | $22,249 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,249 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $24,438 | Amt |
| Net Investment Income | $24,438 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENT | $1,565 | $1,565 |
| FILING FEES | $25 | |
| FEDERAL EXCISE TAXES | $853 |
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