BUDNIK FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BUDNIK FAMILY FOUNDATION (EIN 46-1620356)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-01-14
- IRS object ID
- 201500149349100500
- Schema version
- 2013v4.0
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-14T08:47:33-06:00 | ReturnTs |
| Tax Period End | 2014-10-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 DOVER COURT | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14624 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | POUGHKEEPSIE | City |
| State | NY | State |
| ZIP Code | 126034263 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THEODORA BUDNIK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8454546499 | PhoneNum |
| Signature | 2015-01-13 | 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 | 2015-01-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,412,272 | 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 | $168 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $168 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,991 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,991 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$229 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,525,229 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,198 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,833 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,833 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $40,763 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,190 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $20,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,900 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,486 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $816 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,294 | TravConfMeetingRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $31,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,216 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,119 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,119 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,299 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,216 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,119 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,536 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,974 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $405,690 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,782 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,782 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $99,966 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $199,954 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $199,973 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,595,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,812,530 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,199,517 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,100,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,025,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,412,272 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,100,802 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,025,266 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,100,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,025,266 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,100,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,025,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,100,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,536 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,025,266 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,025,266 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1900 SHS SUBSEA 7 INC | P | 2011-12-13 | 2014-09-05 | $28,949 | $34,381 | -$5,432 | -$5,432 |
| US TREASURY BILL 6/5/14 | P | 2014-03-05 | 2014-05-29 | $50,000 | $49,994 | $6 | $6 |
| 1300 SHS SUBSEA 7 INC | P | 2012-01-20 | 2014-09-05 | $19,807 | $26,400 | -$6,593 | -$6,593 |
| US TREASURY BILL 3/5/15 | P | 2014-09-03 | 2014-09-08 | $49,988 | $49,989 | -$1 | -$1 |
| 650 SHS AXIS CAPITAL HOLDINGS | P | 2012-01-18 | 2014-09-25 | $31,099 | $20,079 | $11,020 | $11,020 |
| US TREASURY BILL 3/5/15 | P | 2014-09-03 | 2014-09-09 | $49,988 | $49,989 | -$1 | -$1 |
| 650 SHS AXIS CAPITAL HOLDINGS | P | 2009-01-06 | 2014-09-25 | $31,099 | $19,206 | $11,893 | $11,893 |
| US TREASURY BILL 5/9/13 | P | 2013-11-06 | 2014-03-06 | $399,931 | $399,931 | ||
| 650 SHS AXIS CAPITAL HOLDINGS | P | 2008-12-01 | 2014-09-25 | $31,099 | $16,168 | $14,931 | $14,931 |
| US TREASURY BILL 5/9/13 | P | 2013-05-08 | 2013-11-07 | $99,966 | $99,966 | ||
| 350 SHS AXIS CAPITAL HOLDINGS | P | 2009-05-13 | 2014-09-25 | $16,746 | $8,565 | $8,181 | $8,181 |
| US TREASURY BILL 6/5/14 | P | 2014-03-05 | 2014-06-05 | $329,958 | $329,958 | ||
| 650 SHS NOBLE CORP | P | 2008-12-01 | 2014-09-05 | $17,265 | $13,475 | $3,790 | $3,790 |
| US TREASURY BILL 030614-090414 | P | 2014-06-04 | 2014-09-04 | $299,977 | $299,977 | ||
| 650 SHS NOBLE CORP | P | 2009-03-30 | 2014-09-05 | $17,265 | $13,829 | $3,436 | $3,436 |
| 600 SHS NOBLE CORP | P | 2008-12-17 | 2014-09-05 | $15,937 | $13,223 | $2,714 | $2,714 |
| 216.666 SHS PARAGON OFFSHORE PLC | P | 2008-12-01 | 2014-08-05 | $2,265 | $1,995 | $270 | $270 |
| 216.666 SHS PARAGON OFFSHORE PLC | P | 2009-03-30 | 2014-08-05 | $2,265 | $1,994 | $271 | $271 |
| 199.6680 SHS PARAGON OFFSHORE PLC | P | 2008-12-17 | 2014-08-05 | $2,088 | $1,838 | $250 | $250 |
| .332 SHS PARAGON OFFSHORE PLC | P | 2008-12-17 | 2014-08-18 | $2 | $3 | -$1 | -$1 |
| 300 SHS KNOWLES CORP | P | 2014-03-04 | 2014-03-20 | $9,537 | $5,074 | $4,463 | $4,463 |
| US TREASURY BILL 6/5/14 | P | 2014-03-05 | 2014-03-12 | $19,998 | $19,997 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,198 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,468 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $1,900,292 | NetVlNoncharitableAssetsYr1Amt |
| Net Vl Noncharitable Assets | $2,377,544 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $660 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $660 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,119 | 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 | $660 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $660 | SubtotalAmt |
| Tax Based On Investment Income | $660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,340 | OverpaymentAmt |
| Applied To ES Tax | $4,340 | 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 | ANTHONY J MORABITO CPA | IndividualWithBooksNm |
| Phone | 5854297759 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 DOVER COURT | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14624 | ZIPCode |
| 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2012 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 1.00 | $0 | $0 | $0 |
| PETER BUDNIK | ||||||||
| 5680 N SUNNY POINT ROAD | GLENDALE | WI | 53209 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN BUDNIK | ||||||||
| 9505 HEADLANDS ROAD | MENTOR | OH | 44060 | TREASURER | 1.00 | $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 | $2,344,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,375 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,413,750 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,413,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,377,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $660 | TotalTaxAmt |
| Distributable Before Adj | $118,217 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $118,217 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $118,217 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,119 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $85,119 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $660 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $84,459 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,217 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $84,137 | UndistributedIncomePYAmt |
| Qualifying Distributions | $85,119 | QualifyingDistributionsAmt |
| Applied To Year1 | $84,137 | AppliedToYear1Amt |
| Applied To Current Year | $982 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $117,235 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| INTERNATIONAL CATHOLIC UNIVERSITY | ||||||
| PO BOX 495 | NOTRE DAME | IN | 46556 | TO BENEFIT ROMAN CATHOLIC PROJECTS | $6,000 | |
| THE CATHOLIC ARTISTS SOCIETY | ||||||
| SUITE D-213 | BRONXVILLE | NY | 10708 | TO BENEFIT ROMAN CATHOLIC PROJECTS | $11,119 | 81 PONDFIELD ROAD |
| WYA FOUNDATION INC | ||||||
| 228 EAST 71ST STREET | NEW YORK | NY | 10021 | FOR THE BENEFIT OF POOR MOTHERS | $33,000 | |
| ARCHDIOCESE OF NEW YORK | ||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | TO BENEFIT ROMAN CATHOLIC PROJECTS | $10,000 | |
| LUMEN CHRISTI INSTITUTE | ||||||
| 1220 EAST 58TH STREET | CHICAGO | IL | 60637 | TO BENEFIT ROMAN CATHOLIC PROJECTS | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,119 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,991 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,833 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$229 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,763 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| THEODORA BUDNIK |
| PETER BUDNIK |
| JOHN BUDNIK |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1700 ABBOTT LABS | $53,057 | $74,103 |
| 400 ABBOTT LABS | $14,644 | $17,436 |
| 400 ABBOTT LABS | $14,796 | $17,436 |
| 1700 ABBVIE INC | $57,537 | $107,882 |
| 1800 BAXTER INTL | $119,250 | $126,252 |
| 2000 BLACKSTONE GROUP | $42,831 | $60,240 |
| 2000 BLACKSTONE GROUP | $59,600 | $60,240 |
| 2400 BOULEVARD AQUISITION | $24,000 | $24,048 |
| 2400 CARLYLE GROUP | $74,560 | $66,624 |
| 1000 CHEVRON CORP | $108,065 | $119,950 |
| 400 CREDIT ACCEPT CORP | $48,941 | $59,024 |
| 1200 DEVEON ENERGY CORP | $85,713 | $72,000 |
| 600 DOVER CORP | $33,815 | $47,664 |
| 1600 FLUOR CORP | $92,504 | $106,144 |
| 1000 JOHNSON & JOHNSON | $70,100 | $107,780 |
| 500 LABORATORY CORP | $43,302 | $54,645 |
| 3900 LEUCADIA NATL CORP | $89,644 | $92,742 |
| 1000 LINEAR TECHNOLOGY CORP | $33,855 | $42,840 |
| 2500 MATADOR RES CO | $54,096 | $60,675 |
| 600 METTLER-TOLEDO INTL | $114,351 | $155,082 |
| 1000 QUALCOMM INC | $61,235 | $78,510 |
| 100 QUALCOMM INC | $7,497 | $7,851 |
| 300 ROPER IND | $32,907 | $47,490 |
| 700 SCHLUMBERGER LTD | $63,966 | $69,062 |
| 1600 US BANCORP | $51,000 | $68,160 |
| 400 US BANCORP | $13,489 | $17,040 |
| 800 WATERS CORP | $69,764 | $88,640 |
| 2300 AXIS CAPITAL HOLDINGS | ||
| 500 ENSTAR GROUP | $51,718 | $74,035 |
| 200 ENSTAR GROUP | $28,011 | $29,614 |
| 800 RENAISSANCERE HOLDINGS | $64,044 | $82,664 |
| 2900 SAN JUAN BASIN ROYALTY TRUST | $46,518 | $52,664 |
| 1000 ANHEUSER BUSCH INBEV | $87,720 | $110,980 |
| 3200 SUBSEA 7 INC | ||
| 1900 NOBLE CORP | ||
| ACCRUED DIVIDENDS |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $199,954 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $199,973 | USGovtObligationsEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AUSTIN TRUST COMPANY | Desc |
| Revenue And Expenses Per Books | $3,833 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,833 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $20,900 | Amt |
| Net Investment Income | $20,900 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $5,670 | |
| FOREIGN TAXES PAID ON INVESTMENT | $816 | $816 |
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