BUCHMAN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BUCHMAN FOUNDATION INC (EIN 20-3038264)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201833189349101758
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T12:12:07-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141788187 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lurie & Co CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 292 Washington Ave Ext | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203038264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Buchman Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCH | BusinessNameControlTxt |
| Phone | 8458535134 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 S Jefferson Avenue | AddressLine1Txt |
| City | Catskill | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Zoe B Zak | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael S Lurie | PreparerPersonNm |
| PTIN | P01072966 | PTIN |
| Phone | 5184564094 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $997,508 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $34 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $34 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,624 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,624 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $212,317 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,576 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,974 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $3,974 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $68,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,234 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,632 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $714 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $589 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $28,614 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,381 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,298 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,298 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,876 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,298 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,264 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,632 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,270 | CashBOYAmt |
| Cash EOY | $3,243 | CashEOYAmt |
| Cash EOYFMV | $3,243 | CashEOYFMVAmt |
| Corporate Stock BOY | $890,914 | CorporateStockBOYAmt |
| Corporate Stock EOY | $894,273 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $994,265 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $908,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $897,516 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $997,508 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $908,184 | UnrestrictedBOYAmt |
| Unrestricted EOY | $897,516 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $908,184 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $897,516 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $908,184 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $897,516 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $908,184 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,668 | ExcessRevenueOverExpensesAmt |
| Subtotal | $897,516 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $897,516 | 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 |
|---|---|---|---|---|---|---|---|
| Bernstein -see details attached | P | 2017-01-01 | 2017-10-20 | $53,801 | $54,611 | -$810 | -$810 |
| Bernstein -see details attached | P | 2000-01-01 | 2017-10-20 | $158,447 | $117,130 | $41,317 | $41,317 |
| Bernstein -see details attached | P | 2000-01-01 | 2017-10-20 | $69 | $69 | $69 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,576 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$810 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,820 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $901,000 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05751 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,360 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $990,828 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05991 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $963,757 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06163 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $74,598 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $968,936 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07699 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,557 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $910,063 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08083 | DistributionYr5Rt |
| Total Distribution | 0.336873 | TotalDistributionRt |
| Average Distribution | 0.067375 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $942,717 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,516 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $593 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,109 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,298 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,185 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,185 | SubtotalAmt |
| Tax Based On Investment Income | $1,185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,667 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,667 | TotalPaymentsAndCreditsAmt |
| Overpayment | $482 | OverpaymentAmt |
| Applied To ES Tax | $482 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | Zoe Zak | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8458535134 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 S Jefferson Avenue | AddressLine1Txt |
| City | Catskill | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12414 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Zoe B Zak | ||||||
| 76 S Jefferson Avenue | Catskill | NY | 12414 | President | 0.00 | $0 |
| Sally Zak | ||||||
| 26 S Jefferson Avenue | Catskill | NY | 12414 | Treasurer | 0.00 | $0 |
| Deborah Buchman Stehr | ||||||
| 1052 Blackwell Road | Annapolis | MD | 21403 | Secretary | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Organization's primary purpose is to honor the memories of Louis and Natalie Buchman by distributing assets to one or more charitable organizations described in Sec 170(c), 2055(a), and 2522(a) of the Internal Revenue Code. | Description1Txt |
| Expenses1 | $46,298 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $952,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,057 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $957,073 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $957,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,356 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $942,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,185 | TotalTaxAmt |
| Distributable Before Adj | $45,951 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,951 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,951 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,298 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $46,298 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $46,298 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,951 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $28,476 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,525 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,659 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,182 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,820 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $128,662 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,298 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,951 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $347 | RemainingDistriFromCorpusAmt |
| Total Corpus | $129,009 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,476 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,533 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,525 | ExcessFromYear4Amt |
| Excess From Year3 | $11,659 | ExcessFromYear3Amt |
| Excess From Year2 | $10,182 | ExcessFromYear2Amt |
| Excess From Year1 | $51,820 | ExcessFromYear1Amt |
| Excess From Current Year | $347 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Zoe B Zak | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 S Jefferson Avenue | AddressLine1Txt |
| City | Catskill | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8458535134 | RecipientPhoneNum |
| Form And Info And Materials | There is no predesignated application form or required format | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Applications are accepted at any time | SubmissionDeadlinesTxt |
| Restrictions On Awards | The prospective grant recipient is required to be a 501c(3) charitable organization. The Board Members individually research organizations throughout the year and then meet annually to discuss which organizations will received distributions from the Foundation. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Temple Israel of Catskill | |||||||
| PO Box 607 | Catskill | NY | 12414 | Zoe Zak | PC | Music Program | $5,000 |
| Chabad Lubavitch of Ulster County | |||||||
| 254 Lucas Avenue | Kingston | NY | 12401 | PC | Shabbaton | $360 | |
| Academy for Jewish Religion | |||||||
| 28 Wells Avenue | Yonkers | NY | 10701 | PC | Serving the community's needs | $1,000 | |
| Chabad Lubavitch of Ulster County | |||||||
| 254 Lucas Avenue | Kingston | NY | 12401 | PC | Serving the community's needs | $118 | |
| Sivananda Ashram Yoga Ranch | |||||||
| 500 Budd Road | Woodbourne | NY | 12788 | PC | Sustainable living and earth care | $1,000 | |
| Jewish Federation of Northeastern N | |||||||
| 184 Washington Avenue Ext | Albany | NY | 12203 | PC | Resources to help community needs | $3,600 | |
| Sivananda Ashram Yoga Ranch | |||||||
| 500 Budd Road | Woodbourne | NY | 12788 | PC | Sustainable living and earth care | $1,000 | |
| Chabad Lubavitch of Ulster County | |||||||
| 254 Lucas Avenue | Kingston | NY | 12401 | PC | Summer camp | $360 | |
| Temple Israel of Catskill | |||||||
| PO Box 607 | Catskill | NY | 12414 | Zoe Zak | PC | Music Program | $6,000 |
| Sivananda Ashram Yoga Ranch | |||||||
| 500 Budd Road | Woodbourne | NY | 12788 | PC | Sustainable living and earth care | $1,000 | |
| Chesapeake Children's Museum | |||||||
| 25 Silopanna Road | Annapolis | MD | 21403 | PC | To serve the community | $1,000 | |
| Ravensbeard Wildlife Center | |||||||
| 1679 Route 212 | Saugerties | NY | 12477 | PC | To serve the community's needs | $1,500 | |
| Chabad Lubacitch of Ulster County | |||||||
| 254 Lucas Avenue | Kingston | NY | 12401 | PC | Mikvah | $1,000 | |
| Chabad of Ellenville | |||||||
| 31 Center Street | Ellenville | NY | 12428 | PC | To serve the community's needs in honor of Rabbi Deren | $360 | |
| Jewish Federation of Ulster County | |||||||
| 159 Green Street 32 | Kingston | NY | 12401 | PC | Resources to help the community needs | $1,000 | |
| Footsteps | |||||||
| 17 Thomson Street Suite 367 | New York | NY | 10012 | PC | To help the community's needs | $1,000 | |
| The Sage Colleges | |||||||
| 45 Ferry Street | Troy | NY | 12180 | PC | To support good work charities | $10,000 | |
| The College of St Rose | |||||||
| 432 Western Avenue | Albany | NY | 12203 | PC | Students First Program | $10,000 | |
| Saratoga Performing Arts Center | |||||||
| 108 Avenue of the Pines | Saratoga Springs | NY | 12866 | PC | To serve the community's needs | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,298 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,624 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,576 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous income | Desc |
| Related Or Exempt Function Incm | $3,974 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,234 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,974 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,208 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 348 | LineNumberTxt |
| Relationship Statement | To distribute assets received from an estate and the related income produced by these assets to any one or more charitable organizations | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (113 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Cash | $7,750 | $7,750 |
| Capital One Financial | ||
| Cigna | $2,649 | $4,062 |
| Cisco | $3,493 | $4,328 |
| Comcast Corporation | $5,841 | $8,531 |
| Costco Wholesale | $3,891 | $5,025 |
| CVS | ||
| Delta Airlines | $2,676 | $3,528 |
| Devon | $3,295 | $3,643 |
| Discover Financial Services | ||
| Dollar General Corp | ||
| Dow Chemical | $4,449 | $5,484 |
| Dr. Pepper Snapple Group | ||
| Eaton | $3,852 | $4,820 |
| Ebay | $1,989 | $3,019 |
| Edison International | $4,278 | $4,237 |
| Edwards | $3,666 | $4,058 |
| Emerging Market | $47,357 | $51,241 |
| EOG Res Inc | $3,782 | $5,396 |
| Exxon | $4,378 | $4,433 |
| Facebook Inc | $7,722 | $14,646 |
| Fiserv Inc | $2,045 | $4,196 |
| Fixed Income | $134,540 | $133,966 |
| GE | ||
| Gilead Sciences | $4,921 | $4,657 |
| Hallibert | ||
| Helmerick and Payne | ||
| Hess Corp | $3,603 | $2,943 |
| Hewlett Packard Co | ||
| honeywell | ||
| Home Depot | $3,117 | $9,287 |
| HP Inc | $2,939 | $5,210 |
| Intel | $3,959 | $5,908 |
| IBM | ||
| International Equity | $222,290 | $203,650 |
| Intuitive Surgical | $1,379 | $2,190 |
| Johnson & Johnson | $6,137 | $9,920 |
| Kroger Co | ||
| L-3 Communications Holdings | $1,480 | $2,176 |
| Magna International Inc | $3,934 | $4,307 |
| McKesson Corp | $4,920 | $3,899 |
| Merck & Co Inc | $2,949 | $3,376 |
| Microsoft Corp | $5,869 | $10,521 |
| Nielson | ||
| Nike Inc CL B | $3,130 | $3,753 |
| Nisource | $3,573 | $3,671 |
| Northrup Grumman Corp | $2,861 | $5,217 |
| One Main | ||
| Oracle Corp | $7,969 | $9,078 |
| Oshkosh | $1,897 | $2,999 |
| Palo Alto | ||
| Pepsico | $5,178 | $6,476 |
| Pfizer Inc | $3,356 | $4,310 |
| Priceline .com | $2,566 | $3,475 |
| Progressive Corp | $3,117 | $5,350 |
| Ross Stores Inc | $3,565 | $4,574 |
| Schlumberger | $4,001 | $3,370 |
| Sealed Air Corp new | ||
| Starbucks Corp | ||
| Synchrony Financial | $3,339 | $4,556 |
| Texas Instruments | $4,347 | $6,058 |
| T Mobile | $2,021 | $2,540 |
| Tyson | $4,116 | $4,945 |
| United Health Group | $3,149 | $5,732 |
| United Technologies | ||
| US Bancorp | $3,337 | $4,340 |
| Verizon Communications | ||
| Visa Inc | $3,734 | $8,552 |
| Walt Disney Co., Holding Co | $2,967 | $3,548 |
| Wells Fargo & Co | $8,172 | $9,525 |
| Xerox | $2,613 | $2,828 |
| Xilinx | $3,388 | $5,124 |
| AB Discovery Fund | $17,402 | $19,979 |
| AB Small Cap Core Portfolio | $17,462 | $19,926 |
| AD Discovery Growth Fund | $15,720 | $20,013 |
| Adobe Systems | $1,272 | $2,278 |
| Aetna | $3,427 | $7,216 |
| Allstate | $3,518 | $5,236 |
| Alexion | ||
| Alliance Bernstein | $94,749 | $94,245 |
| Alphabet Inc | $10,754 | $15,696 |
| Altria Group Inc | $6,619 | $7,998 |
| American Electric | $4,576 | $5,886 |
| American International | $4,370 | $4,826 |
| Apple Computer Inc | $10,438 | $16,585 |
| Bank of America | $6,378 | $12,310 |
| Biogen Idec Inc | $3,442 | $5,734 |
| Boeing | $5,050 | $6,193 |
| CBS Corp | $3,691 | $3,363 |
| CDW Corporation | $3,367 | $3,752 |
| Cerner Corp | $3,743 | $3,706 |
| Crown Castle International | $4,079 | $4,329 |
| Everest Re Group Ltd | $2,188 | $2,213 |
| Fidelity National Financial | $1,560 | $1,766 |
| Goldman Sachs Group | $5,463 | $5,859 |
| Honeywell Intl Inc | $4,451 | $5,981 |
| JP Morgan Chase | $9,380 | $11,336 |
| Kimberly Clark | $2,881 | $2,655 |
| Marathon Pete Corp | $3,363 | $4,223 |
| McDonalds Corp | $2,507 | $3,098 |
| Medtronic | $3,140 | $2,988 |
| Mid America Apartment | $5,259 | $4,927 |
| Nokia Corporation | $2,129 | $1,547 |
| Norfolk Southern Corp | $5,371 | $6,376 |
| Procter & Gamble | $6,229 | $6,340 |
| Quest Diagnostics | $4,205 | $4,038 |
| Raytheon Co | $3,116 | $3,381 |
| S & P Global | $3,458 | $3,896 |
| TJX Companies Inc New | $4,595 | $4,664 |
| Walmart Stores | $4,231 | $5,135 |
| Zoetis Inc | $3,144 | $3,602 |
| Bernstein Intermediate Duration ai | $89 | |
| Accrued dividend | $452 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank charges | $71 | |
| Directors fees | $24,000 | |
| Investment management fees | $4,381 | $4,381 |
| Office expenses | $47 | |
| Postage | $115 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous income | Desc |
| Revenue And Expenses Per Books | $3,974 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,974 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| foreign taxes paid | $589 | $589 |
| NYS Dept of Law Filing Fees | $125 |
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