BULLER FAM FOUNDATION TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BULLER FAM FOUNDATION TR (EIN 11-6598655)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201533179349100048
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T12:43:02-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KGS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Jericho Turnpike | AddressLine1Txt |
| City | Jericho | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116598655 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BULLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BULL | BusinessNameControlTxt |
| Phone | 5169977500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KGS LLP 125 JERICHO TURNPIKE | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES HOLIBER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL KAHN | PreparerPersonNm |
| PTIN | P01231570 | PTIN |
| Phone | 5169977500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,964,286 | 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 | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $21 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $119,117 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,117 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $119,117 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $212,594 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,197,005 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $212,594 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $23,812 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $331,732 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $331,732 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $142,950 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $6,653 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $1,453 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $12,637 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,637 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $12,637 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,637 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $14,090 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $295,413 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $295,413 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $314,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,637 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $14,090 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $295,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $319,095 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $128,860 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $86,136 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,384 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $2,189,797 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,181,325 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,219,990 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,302,996 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,342,436 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,709,912 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,578,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,558,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,964,286 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,578,929 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,558,145 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,578,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,558,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,578,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,558,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,578,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,029 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,595,958 | SubtotalAmt |
| Other Decreases | $1,037,813 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,558,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHED SCHEDULE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2014-01-31 | SoldDt |
| Gross Sales Price | $2,197,005 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,984,411 | CostOrOtherBasisAmt |
| Gain Or Loss | $212,594 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $212,594 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $212,594 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $23,812 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $278,306 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,829,419 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07268 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $273,326 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,564,317 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07668 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $224,091 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,788,007 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05916 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $152,011 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,714,393 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04093 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $146,443 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,418,704 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04284 | DistributionYr5Rt |
| Total Distribution | 0.29228 | TotalDistributionRt |
| Average Distribution | 0.05846 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,933,389 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $229,930 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,191 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $233,121 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $295,413 | 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 | $3,191 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,191 | SubtotalAmt |
| Tax Based On Investment Income | $3,191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,802 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,802 | TotalPaymentsAndCreditsAmt |
| Overpayment | $611 | OverpaymentAmt |
| Applied To ES Tax | $611 | 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 | Yes (true) | 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 | MITCHELL G KAHN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5169977500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 JERICHO TPKE STE 300 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARK BULLER | ||||||
| 10 GRACIE SQUARE APT 7C | NEW YORK | NY | 10028 | Trustee | 0.00 | $0 |
| JAMES BULLER | ||||||
| 10 CLOCKTOWER LANE | OLD WESTBURY | NY | 11568 | Trustee | 0.00 | $0 |
| MITCHELL KAHN | ||||||
| 11 KEVIN COURT | JERICHO | NY | 11753 | Trustee | 0.00 | $0 |
| CHERYL BULLER | ||||||
| 10 CLOCKTOWER LANE | OLD WESTBURY | NY | 11568 | Trustee | 0.00 | $0 |
| SARAH BEATTY-BULLER | ||||||
| 10 GRACIE SQUARE APT 7C | NEW YORK | NY | 10028 | Trustee | 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 | DONATIONS TO OTHER CHARITABLE ORGANIZATIONS AS PER STATEMENT 9. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,881,804 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,824 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,660 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,993,288 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,993,288 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,933,389 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $196,669 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $196,669 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,191 | TotalTaxAmt |
| Distributable Before Adj | $193,478 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $193,478 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $193,478 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $295,413 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $295,413 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,191 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $292,222 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $193,478 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $70,163 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,163 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $295,413 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $193,478 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $101,935 | RemainingDistriFromCorpusAmt |
| Total Corpus | $172,098 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $172,098 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $70,163 | ExcessFromYear1Amt |
| Excess From Current Year | $101,935 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK BULLER | ContributingManagerNm |
| Contributing Manager | JAMES BULLER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MITCHELL G KAHN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 JERICHO TURNPIKE STE 300 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5169977500 | RecipientPhoneNum |
| Form And Info And Materials | MAIL. INFORMATION REGARDING PURPOSE AND NATURE OF CHARITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP SUNSHINE | |||||||
| 35 ACADIA RD | CASCO | ME | 04015 | NONE | PC | HELP CHILDREN WITH LIFE THREATENING ILLNESSES | $1,800 |
| TEMPLE EMANUEL | |||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10021 | NONE | EOF | PROVIDE RELIGIOUSEDUCATION | $3,375 |
| HELEN HAYES HOSPITAL | |||||||
| 51-55 ROUTE 9W | WEST HAVERSTRAW | NY | 10993 | NONE | EOF | HOSPITAL FOR PHYSICAL REHABILITATION | $500 |
| BREAST CANCER RESEARCH | |||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | CANCER RESEARCH | $25,000 |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | EOF | EDUCATION | $10,000 |
| CHILDREN MEDICAL FUND OF NY | |||||||
| 3000 MARCUS AVENUE STE LL09 | NEW HYDE PARK | NY | 11040 | NONE | PC | CHILDREN MEDICAL FACILITY | $2,250 |
| THE SASS FOUNDATION FOR MEDICAL RES | |||||||
| 1025 NORTHERN BLVD SUITE 302 | ROSLYN | NY | 11576 | NONE | PC | HEALTH RESEARCH | $500 |
| FRIENDS OF THE IDF | |||||||
| 350 5TH AVENUE | NEW YORK | NY | 10118 | NONE | PC | PROVIDE SOCIAL, EDUCATIONAL, RECREATIONAL, AND FINANCIAL SERVICES FOR THE WELLBEING OF ISRAEL'S SOLDIERS. | $55,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165E 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | SAFEGUARD AND STRENGTHEN JEWS AND JEWISH LIFE WORLWIDE . | $1,000 |
| Chabad of Roslyn | |||||||
| 75 Powerhouse Road | Roslyn Heights | NY | 11577 | NONE | EOF | JEWISH SUPPORT | $10,000 |
| Israel Guide Dog Center for the Bli | |||||||
| 732 S Settlers Circle | Warrington | PA | 18976 | NONE | PC | TO PROVIDE GUIDE DOGS FOR THE BLIND | $1,800 |
| Carl Schurz Park Conservancy | |||||||
| 217 East 85th StreetPMB 116 | New York | NY | 10028 | NONE | PC | HIGH QUALITY LOW COST MEDICAL CARE | $2,000 |
| The Nightingale-Bamford School | |||||||
| 20 East 92nd Street | New York | NY | 10128 | NONE | PC | EXCELLENCE IN EDUCATION | $50,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PC | TO HELP COUNTER THREATS OF ANTI-SEMITISM AND HATRED OF ISRAEL | $1,800 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD STREET 7TH FL | NEW YORK | NY | 10016 | NONE | PC | TO AID IN THE CHARITY'S ENDEAVORS | $20,000 |
| American Sustainable Business Counc | |||||||
| 1401 New York Ave NW Suite 1225 | Washington | DC | 20005 | NONE | PC | SUPPORT FOR THE ECONOMY | $2,500 |
| TOURETTE SYNDROME ASSOCIATION OF LI | |||||||
| PO BOX 615 | JERICHO | NY | 11753 | NONE | PC | TO BENEFIT PEOPLE WHO SUFFER FROM TOURETTE SYNDROME. | $1,000 |
| LONG ISLAND CHARITIES FOUNDATION IN | |||||||
| 585 BROADHOLLOW ROAD | MELVILLE | NY | 11747 | NONE | PC | ASSIST LOCAL ORGANIZATIONS AND THE LONG ISLAND COMMUNITY. | $1,000 |
| PAN-MASSACHUSETTS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PC | CANCER RESEARCH | $7,908 |
| DALTON SCHOOL | |||||||
| 53 E 91ST | NEW YORK | NY | 10128 | NONE | EOF | EDUCATION SUPPORT | $25,000 |
| AMERICAN COMMITTEE FOR THE WEIZMANN | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | RESEARCH IN SCIENCE FOR THE BENEFIT OF HUMANITY | $1,800 |
| BEN-GURION UNIVERISITY OF THE NEGEV | |||||||
| 1001 AVENUE OF THE AMERICAS 19 FL | NEW YORK | NY | 10018 | NONE | PC | TO SUPPORT SCHOLARSHIPS | $1,800 |
| YOUTH RENEWAL FUND | |||||||
| 250 WEST 56TH ST SUITE 632 | NEW YORK | NY | 10107 | NONE | PC | EDUCATING DISADVANTAGED ISRAELI CHILDREN | $1,800 |
| AMERICAN FRIENDS OF MAGEN DAVID ADO | |||||||
| 352 SEVENTH AVE SUITE 400 | NEW YORK | NY | 10001 | NONE | PC | TRAINING FOR EMTS SO THEY CAN ASSIST ISRAELIS SURVIVE MEDICAL EMERGENCIES | $11,800 |
| AMERICAN FRIENDS OF MIGDAL OHR | |||||||
| 1560 BROADWAY SUITE 807 | NEW YORK | NY | 10036 | NONE | PC | TO HELP VULNERABLE ISRAELI YOUTH | $1,800 |
| AMERICAN FRIENDS OF REUTH | |||||||
| 4 W 43 ST STE 402 | NEW YORK | NY | 10036 | NONE | PC | TO PROVIDE HIGH LEVEL OF QUALITY CARE FOR ISRAELI SENIORS | $1,800 |
| AMERICAN FRIENDS OF YAD ELIEZER | |||||||
| 1102 EAST 26TH ST | BROOKLYN | NY | 11210 | NONE | PC | BREAKING THE CYCLE OF POVERTY IN ISRAEL | $1,800 |
| AMERICAN TECHNION SOCIETY | |||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | ADVANCING INNOVATION FOR ISRAEL AND THE WORLD | $1,000 |
| CITY PARKS FOUNDATION | |||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 10065 | NONE | PC | TO INTRODUCE KIDS AND GUIDE THEIR DEVELOPMENT IN THE SPORT OF TENNIS | $650 |
| JEWISH GUILD FOR THE BLIND | |||||||
| 15 WEST 65TH STREET | NEW YORK | NY | 10023 | NONE | PC | VISION CARE AND MEDICAL TREATMENTS | $1,800 |
| MACULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | NONE | PC | RESEARCH TO DISCOVER NEW TREATMENTS | $200 |
| MEMPORIAL SLOAN-KETTERING CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | EOF | CANCER RESEARCH | $1,800 |
| UW HILLEL | |||||||
| 611 LANGDON ST | MADISON | WI | 53703 | NONE | PC | TO HELP JEWISH STUDENTS IN MADISON, WI WHILE AWAY FROM HOME | $500 |
| A LASTING MARK | |||||||
| 554 PARKSIDE DRIVE | JERICHO | NY | 11753 | NONE | PC | SCHERODERMA RESEARCH | $2,500 |
| CHABAD HOUSE UNIV OF WISCONSIN | |||||||
| 223 WEST GILMAN ST | MADISON | WI | 53703 | NONE | PC | FURTHER RELIGIOUS EDUCATION | $2,800 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | CANCER RESEARCH | $1,800 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET | ANN HABOR | MI | 48109 | NONE | EOF | PROMOTE FURTHER EDUCATION | $20,000 |
| NYLCV | |||||||
| 30 BOND STREET | NEW YORK | NY | 10004 | NONE | PC | TO AID IN THE ORGANIZATIONS ENDEAVORS | $1,000 |
| CONGREGATION EMANU-EL | |||||||
| 2125 WESTCHESTER AVE EAST | RYE | NY | 10580 | NONE | PC | TO FURTHER JEWISH EDUCATION AND REALIGIOUS BELIEFS | $1,330 |
| THE WINDSOR SCHOOL | |||||||
| PILGRAM ROAD | BOSTOM | MA | 02215 | NONE | EOF | FURTHER EDUCATION | $2,500 |
| THE RILEY SANDLER MEMORIAL FOUNDATI | |||||||
| 42 BROADWAY | NEW YORK | NY | 10004 | NONE | PF | TO AID IN THE ORGANIZATIONS ENDEAVORS | $5,000 |
| MERRICATS CASTLE- ASS 2 BENEFIT CHI | |||||||
| 316 E 88TH | New York | NY | 10128 | NONE | PC | TO AID IN THE ORGANIZATIONS ENDEAVORS | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $295,413 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $119,117 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $212,594 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $119,138 | ExclusionAmt |
| Related Or Exempt Function Incm | $212,594 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $331,732 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERNSTEIN INTERMEDIATE DURATION PORTFOLI | $685,025 | $672,223 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE | $181,643 | $215,531 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | $216,916 | $239,918 |
| BERNSTEIN EMERGING MARKETS | $97,741 | $92,318 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (153 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VISA INC | AT COST | $24,752 | $36,708 |
| HEALTH NET INC | AT COST | ||
| UNITEDHEALTH GROUP INC | AT COST | $15,958 | $20,926 |
| WELLPOINT INC | AT COST | ||
| CITIGROUP INC | AT COST | ||
| WELLS FARGO & CO | AT COST | $18,934 | $26,040 |
| AT & T INC | AT COST | ||
| WALT DISNEY CO | AT COST | $12,355 | $23,548 |
| COMCAST CORP-CLASS A | AT COST | $18,274 | $21,754 |
| GANNETT CO | AT COST | ||
| GOOGLE INC | AT COST | $29,216 | $42,240 |
| CELGENE CORP | AT COST | ||
| GILEAD SCIENCES INC | AT COST | $27,154 | $36,196 |
| PFIZER INC | AT COST | $27,170 | $37,380 |
| ALLERGAN INC | AT COST | $17,176 | $32,951 |
| HERSHEY CO | AT COST | ||
| STARBUCKS CORP | AT COST | $16,215 | $21,907 |
| VF CORP | AT COST | ||
| FORD MOTOR CO | AT COST | $19,578 | $23,250 |
| TRW AUTOMOTIVE HOLDINGS CORP | AT COST | ||
| AMAZON.COM INC | AT COST | ||
| GAMESTOP CORP | AT COST | $15,311 | $14,061 |
| KROGER CO | AT COST | $7,044 | $16,438 |
| LYONDELLBASELL INDUSTRIES | AT COST | $10,065 | $13,338 |
| MONSANTO CO | AT COST | $6,720 | $7,766 |
| FLOWERSERVE CORP | AT COST | ||
| DANAHER CORP | AT COST | $17,479 | $21,428 |
| BOEING CO | AT COST | $8,984 | $12,738 |
| PRECISION CASTPARTS CORP | AT COST | $5,501 | $7,226 |
| LEAR CORPORATION | AT COST | $1,471 | $3,433 |
| QUALCOMM INC | AT COST | ||
| APPLIED MATERIALS INC | AT COST | $4,390 | $9,968 |
| MICRON TECHNOLOGY INC | AT COST | ||
| APPLE INC | AT COST | $24,641 | $44,152 |
| HEWLETT-PACKARD CO | AT COST | $27,124 | $44,143 |
| ILLUMINA INC | AT COST | ||
| DELTA AIR LINES INC | AT COST | $14,332 | $24,595 |
| SCHLUMBERGER LTD | AT COST | $19,865 | $19,217 |
| CIT GROUP INC | AT COST | ||
| BANK OF AMERICA CORP | AT COST | $21,441 | $33,991 |
| DISCOVER FINANCIAL SERVICES | AT COST | $7,610 | $12,443 |
| EDISON INTERNATIONAL | AT COST | $11,381 | $16,370 |
| HARRIS CORP | AT COST | $4,382 | $6,320 |
| MACY'S INC | AT COST | ||
| MEDTRONIC INC | AT COST | ||
| PARTNERRE LTD | AT COST | $13,616 | $16,891 |
| PULTE GROUP INC | AT COST | $3,156 | $4,249 |
| TJX COMPANIES INC | AT COST | ||
| VERTEX PHARMACEUTICALS INC | AT COST | ||
| AFFILIATED MANAGERS GROUP INC | AT COST | $10,169 | $12,734 |
| ANSYS INC | AT COST | $13,823 | $15,170 |
| BIOGEN IDEC INC | AT COST | $16,725 | $27,156 |
| CHIPOLTLE MEXICAN GRILL | AT COST | ||
| COGNIZANT TECH SOLUTIONS-A | AT COST | ||
| EBAY INC | AT COST | ||
| FACEBOOK INC | AT COST | $7,011 | $15,526 |
| INTERCONTINENTALEXCHANGE INC | AT COST | $8,915 | $12,061 |
| INTUITIVE SURGICAL INC | AT COST | $12,815 | $15,868 |
| LINKEDIN CORP - A | AT COST | $4,897 | $5,513 |
| MCKESSON CORP | AT COST | $3,207 | $7,265 |
| NOBLE ENERGY INC | AT COST | ||
| OCEANEERING INTL INC | AT COST | ||
| O'REILLY AUTOMOTIVE INC | AT COST | $4,588 | $9,631 |
| PHILIP MORRIS INTERNATIONAL | AT COST | $24,586 | $22,399 |
| PRICELINE.COM | AT COST | $17,740 | $22,804 |
| AETNA INC | AT COST | $11,102 | $17,766 |
| AMERICAN FINANCIAL GROUP | AT COST | $10,117 | $11,233 |
| AMERICAN INTERNATIONAL GROUP | AT COST | $16,071 | $19,604 |
| AON PLC | AT COST | $14,427 | $18,966 |
| ASSURANT INC | AT COST | ||
| CAPITAL ONE FINANCIAL CORP | AT COST | $21,944 | $29,635 |
| CHUBB | AT COST | $3,506 | $4,242 |
| ELECTRONIC ARTS INC | AT COST | $10,485 | $19,981 |
| E*TRADE FINANCIAL CORP | AT COST | ||
| EVEREST RE GROUP LTD | AT COST | ||
| GENERAL MOTORS CO | AT COST | ||
| GENWORTH FINANCIAL INC | AT COST | ||
| GLAXOSMITHKLINE PLC | AT COST | ||
| HALLIBURTON CO | AT COST | ||
| HESS CORP | AT COST | $34,139 | $30,931 |
| ILLINOIS TOOL WORK | AT COST | ||
| ING US INC | AT COST | ||
| LIBERTY GLOBAL | AT COST | $16,597 | $21,076 |
| LINCOLN NATIONAL CORP | AT COST | ||
| MARATHON PETROLEUM CORP | AT COST | ||
| OCCIDENTAL PETROLEUM CORP | AT COST | $26,969 | $25,231 |
| REGAL ENTERTAINMENT GROUP | AT COST | ||
| TWENTY-FIRST CENTURY | AT COST | ||
| VALERO ENERGY CORP | AT COST | $14,450 | $16,088 |
| VIACOM INC | AT COST | ||
| VODAFONE GROUP PLC | AT COST | $9,754 | $9,397 |
| XEROX CORP | AT COST | $11,661 | $15,246 |
| AMETEK INC | AT COST | $13,641 | $14,473 |
| AMPHENOL CORP | AT COST | $10,161 | $14,367 |
| BLACKROCK INC | AT COST | $11,529 | $14,302 |
| COPA HOLDINGS SA | AT COST | ||
| COSTCO WHOLESALE CORP | AT COST | $12,919 | $15,593 |
| CVS HEALTH CORP | AT COST | $23,057 | $32,649 |
| EXPEDITORS INTL WASH INC | AT COST | ||
| KEURIG GREEN MOUNTAIN INC | AT COST | $2,972 | $6,620 |
| HOME DEPOT | AT COST | $16,947 | $22,464 |
| LIBERTY MEDIA CORP | AT COST | ||
| LKQ CORP | AT COST | ||
| MEAD JOHNSON NUTRITION CO | AT COST | $12,440 | $15,081 |
| METTLER-TOLEDO INTERNAITONAL INC | AT COST | $5,554 | $7,562 |
| MICHAEL KORS HOLDINGS LTD | AT COST | ||
| MONSTER BEVERAGE CORP | AT COST | $15,457 | $27,088 |
| NIKE INC | AT COST | $13,843 | $17,788 |
| PARKER HANNIFIN CORP | AT COST | ||
| POLARIS INDUSTRIES INC | AT COST | $10,989 | $12,704 |
| QUINTILES TRANSNATIONAL HOLDINGS | AT COST | $11,185 | $14,718 |
| VERISK ANALYTICS INC | AT COST | ||
| WW GRAINGER INC | AT COST | ||
| ALIGN TECHNOLOGY INC | AT COST | $6,127 | $6,038 |
| ALLSTATE CORP | AT COST | $21,731 | $26,344 |
| ALTERA CORP | AT COST | $6,809 | $7,388 |
| AMERICAN ELECTRIC POWER | AT COST | $5,675 | $6,376 |
| ANTHEM | AT COST | $33,894 | $37,701 |
| ASPEN INSURANCE HOLDINGS | AT COST | $4,286 | $4,377 |
| ASPEN TECHNOLOGY INC | AT COST | $5,467 | $4,903 |
| ASSURANT INC | AT COST | $4,017 | $4,174 |
| BOOZ ALLEN HAMILTON HOLDINGS | AT COST | $4,623 | $5,969 |
| BROCADE COMMUNICATIONS | AT COST | $8,722 | $10,656 |
| CALPINE CORP | AT COST | $15,357 | $16,221 |
| CATERPILLAR INC | AT COST | $8,340 | $7,322 |
| DILLARDS INC | AT COST | $7,091 | $7,511 |
| DOLLAR GENERAL CORP | AT COST | $8,681 | $10,605 |
| DOVER CORP | AT COST | $9,872 | $8,176 |
| EASTMAN CHEMICAL | AT COST | $8,549 | $7,283 |
| ESTEE LAUDER COMPANIES | AT COST | $5,013 | $5,105 |
| FS NETWORKS INC | AT COST | $7,438 | $9,133 |
| FMC TECHNOLIGIES INC | AT COST | $12,895 | $10,539 |
| FOOTLOCKER INC | AT COST | $10,676 | $12,641 |
| INGREDION INC | AT COST | $8,345 | $8,569 |
| ITT CORP | AT COST | $15,139 | $13,311 |
| L-3 COMMUNICATIONS | AT COST | $8,612 | $9,087 |
| LINEAR TECHNOLOGY CORP | AT COST | $8,169 | $8,208 |
| MARATHON PETROLEUM CORP | AT COST | $12,631 | $12,817 |
| MICROSOFT CORP | AT COST | $26,062 | $27,406 |
| MURPHY OIL CORP | AT COST | $10,901 | $8,033 |
| NETSUITE INC | AT COST | $7,225 | $10,371 |
| NXP SEMICONDUCTORS | AT COST | $6,532 | $8,022 |
| OFFICE DEPOT INC | AT COST | $4,824 | $8,378 |
| PALL CORP | AT COST | $12,888 | $15,688 |
| PREMIER INC | AT COST | $5,984 | $6,035 |
| RALPH LAUREN CORP | AT COST | $7,030 | $7,962 |
| SERVICE NOW INC | AT COST | $5,154 | $7,464 |
| SLM CORP | AT COST | $10,682 | $12,228 |
| SM ENERGY CO | AT COST | $4,428 | $1,929 |
| TIME WARNER INC | AT COST | $20,813 | $21,526 |
| UGI CORP | AT COST | $10,075 | $12,344 |
| ULTA SALON COSMETICS | AT COST | $10,636 | $14,702 |
| WABTEC CORP | AT COST | $13,356 | $14,771 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Foundation split into two separate foundations. Buller Family Foundation made a grant by which fifty percent of its assets were to be transferred to The Buller Foundation(FEIN: 47-1291497). Of a total of $1,956,021 that was transferred $1,037,813 was actually transferred on December 31, 2014, and the balance held in shares of stock were transferred on January 6, 2015. See the attached letter. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFER/DONATION TO THE BULLER FOUNDATION PER PART VII-A #5 | Desc |
| Amt | $1,037,813 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BANK CHARGES | $36 | $36 | $36 |
| FILING FEES | $250 | $250 | $250 |
| MANAGEMENT FEES | $12,351 | $12,351 | $12,351 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,453 | $1,453 |
| Tax based on Investment Income | $5,200 |
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