BETA

MELVA BUCKSBAUM FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MELVA BUCKSBAUM FAMILY FOUNDATION (EIN 42-6122182)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201921349349102137
Schema version
2018v3.1
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)
Return2019-05-14T11:39:37-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421489255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MB INVESTMENTS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 N FRANKLIN ST SUITE 625AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN426122182EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MELVA BUCKSBAUM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMELVBusinessNameControlTxt
Phone3129602510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 N FRANKLIN ST NO 625AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT TRATTNERPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone3129602510PhoneNum
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON ELLISONPreparerPersonNm
PTINP01067559PTIN
Phone3129602510PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.122.242.182IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm11:39:34IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id94E6A9832A4EEABB1E6F112194B79A7987AF22D9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,924,996FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,142,619ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$58,823DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,823DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,883NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,154GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,883CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,207,325TotalRevAndExpnssAmt
Total Net Invst Incm$64,706TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$422OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,922TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,150,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,150,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,152,922TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,150,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$945,597ExcessRevenueOverExpensesAmt
Net Investment Income$64,706NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,851,266CashBOYAmt
Cash EOY$2,903,983CashEOYAmt
Cash EOYFMV$2,903,983CashEOYFMVAmt
Corporate Stock BOY$18,930CorporateStockBOYAmt
Corporate Stock EOY$21,091CorporateStockEOYAmt
Corporate Stock EOYFMV$21,013CorporateStockEOYFMVAmt
Total Assets BOY$3,870,196TotalAssetsBOYAmt
Total Assets EOY$2,925,074TotalAssetsEOYAmt
Total Assets EOYFMV$2,924,996TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$262,437CapitalStockBOYAmt
Capital Stock EOY$262,437CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,607,759RetainedEarningBOYAmt
Retained Earning EOY$2,662,637RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,870,196TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,925,074TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,870,196TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,925,074TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,870,196TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$945,597ExcessRevenueOverExpensesAmt
Other Increases$475OtherIncreasesAmt
Subtotal$2,925,074SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,925,074TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
GGP INC COM2000-03-102018-07-20$1,106$619$487$487
GGP INC COM2000-03-102018-07-23$1,250$689$561$561
GGP INC COM2000-03-102018-07-24$1,096$608$488$488
GGP INC COM2000-03-102018-07-25$509$280$229$229
GGP INC COM2010-01-282018-07-25$42$17$25$25
GGP INC COM2011-01-272018-07-25$85$58$27$27
CAPITAL GAINS DIVIDENDS$4,066$4,066$4,066P
FieldValueIRS element (for citing)
Capital Gain Net Income$5,883CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,150,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,270,119NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.503499DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,530,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,316,634NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.162054DistributionYr2Rt
Adjusted Qlfy Distri Yr3$166,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$217,927NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.761723DistributionYr3Rt
Adjusted Qlfy Distri Yr4$131,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$239,305NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.549508DistributionYr4Rt
Adjusted Qlfy Distri Yr5$54,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$135,338NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.399001DistributionYr5Rt
Total Distribution3.375785TotalDistributionRt
Average Distribution0.675157AverageDistributionRt
Net Vl Noncharitable Assets$3,780,833NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,552,656AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$647NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,553,303AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,150,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$647InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$647SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$647TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,341EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,341TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,694OverpaymentAmt
Applied To ES Tax$2,694AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMB INVESTMENTS LLCIndividualWithBooksNm
Phone3129602510PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 N FRANKLIN ST SUITE 625AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY BUCKSBAUM SCANLAN
C/O MB INV 1 N FRANKLIN ST STE 625CHICAGOIL60606PRESIDENT/DIRECTOR1.00$0$0$0
GENE BUCKSBAUM
C/O MB INV 1 N FRANKLIN ST STE 625CHICAGOIL60606VICE PRESIDENT/DIRECTOR1.00$0$0$0
ROBERT TRATTNER
C/O MB INV 1 N FRANKLIN ST STE 625CHICAGOIL60606SECRETARY/TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,053AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,813,356AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,838,409TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,838,409AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,576CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,780,833NetVlNoncharitableAssetsAmt
Minimum Investment Return$189,042MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$189,042MinimumInvestmentReturnAmt
Tax Based On Investment Income$647TaxBasedOnInvestmentIncomeAmt
Total Tax$647TotalTaxAmt
Distributable Before Adj$188,395DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$188,395DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$188,395DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,150,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,150,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$647PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,149,353AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$188,395DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$47,242ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$119,545ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$155,125ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,464,246ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,937,034ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,723,192TotalExcessDistributionCyovAmt
Qualifying Distributions$4,150,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$188,395AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,961,605RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,684,797TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$47,242ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,637,555ExcessDistriCyovToNextYrAmt
Excess From Year4$119,545ExcessFromYear4Amt
Excess From Year3$155,125ExcessFromYear3Amt
Excess From Year2$1,464,246ExcessFromYear2Amt
Excess From Year1$1,937,034ExcessFromYear1Amt
Excess From Current Year$3,961,605ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARY BUCKSBAUM SCANLANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARGONAUTICA FIDELITY DONOR ADVISED FUND
200 SEAPORT BLVD MAIL ZONE NCW4BBOSTONMA02210PCALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES$750,000
ASPEN COMMUNITY FOUNDATION
455 GOLD RIVERS COURT SUITE 515BASALTCO81621PCALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES$500,000
ASPEN COUNTRY DAY SCHOOL
85 COUNTRY DAY WAYASPENCO81611PCALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES$1,000,000
COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY
80 WASHINGTON STREET SUITE 201POUGHKEEPSIENY12601PCALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES$500,000
MAINE COMMUNITY FOUNDATION
50 MONUMENT SQUARE 6TH FLOORPORTLANDME04101PCALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES$500,000
NORTHWEST CONNECTICUT COMMUNITY FOUNDATION
33 EAST MAIN STREET PO BOX 1144TORRINGTONCT06790PCALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES$500,000
QUAHOG BAY CONSERVANCY
286 BETHEL POINT ROADHARPSWELLME04079PCALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES$150,000
THE BAUM FOUNDATION
PO BOX 475027SAN FRANCISCOCA94147PCALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,150,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$58,823RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,883RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$64,706RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$64,706TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4ALL FUNDS PROVIDED FOR EXEMPT GIFTS
8ALL FUNDS PROVIDED FOR EXEMPT GIFTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARTIN BUCKSBAUM CHARITABLE TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11313 N MARKET STREET SUITE 5300AddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19801ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,142,619TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SEQUOIA FUND, INC.$20,656$19,256
HOWARD HUGHES CORP$435$1,757

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Revenue And Expenses Per Books$422RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCOME FROM NATIONAL FINANCIAL SERVICES (663-068357) - BOOK/TAX DIFFERENCEDesc
Amt$475Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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