BULLER FAM FOUNDATION TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BULLER FAM FOUNDATION TR (EIN 11-6598655)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201313179349101121
- Schema version
- 2012v2.0
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T14:57:43-08:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KGS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Jericho Turnpike | AddressLine1 |
| City | Jericho | City |
| State | NY | State |
| ZIP Code | 11753 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116598655 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BULLER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BULL | NameControl |
| Phone | 5169977500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KGS LLP 125 JERICHO TURNPIKE | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MITCHELL KAHN | Name |
| Title | Trustee | Title |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MITCHELL KAHN | Name |
| PTIN | P01231570 | PTIN |
| Phone | 5169977500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3717294 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 8353 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 8353 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 8353 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 95278 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 95278 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 95278 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 10513 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1183092 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10513 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 10146 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 114144 | TotalRevenueAndExpenses |
| Total Net Investment Income | 114144 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 113777 | TotalAdjustedNetIncome |
| Interest Rev And Expnss | 4 | InterestRevAndExpnss |
| Interest Adj Net Incm | 4 | InterestAdjNetIncm |
| Taxes Rev And Expnss | 1683 | TaxesRevAndExpnss |
| Taxes Adj Net Incm | 1683 | TaxesAdjNetIncm |
| Other Expenses Rev And Expnss | 19328 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 19208 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 19328 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 21015 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 19208 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 21015 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 274275 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 274275 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 295290 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 19208 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 21015 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 274275 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -181146 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 94936 | NetInvestmentIncome |
| Adjusted Net Income | 92762 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 423627 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 84784 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 84784 | SavingsAndTempCashInvstEOYFMV |
| Pledges Receivable | 31660 | PledgesReceivable |
| Pledges Receivable BOY | 56857 | PledgesReceivableBOY |
| Pledges Receivable EOY | 31660 | PledgesReceivableEOY |
| Pledges Receivable EOYFMV | 31660 | PledgesReceivableEOYFMV |
| Other Notes And Loans Rcvbl BOY | 22412 | OtherNotesAndLoansRcvblBOY |
| Investments Govt Oblig BOY | 45000 | InvestmentsGovtObligBOY |
| Investments Corp Bonds BOY | 1815272 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2129271 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2128305 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1444194 | InvestmentsOtherBOY |
| Investments Other EOY | 1382349 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1471262 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 3131 | OtherAssetsBOY |
| Other Assets EOY | 1283 | OtherAssetsEOY |
| Other Assets EOYFMV | 1283 | OtherAssetsEOYFMV |
| Total Assets BOY | 3810493 | TotalAssetsBOY |
| Total Assets EOY | 3629347 | TotalAssetsEOY |
| Total Assets EOYFMV | 3717294 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3810493 | UnrestrictedBOY |
| Unrestricted EOY | 3629347 | UnrestrictedEOY |
| Total Net Assets BOY | 3810493 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3629347 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3810493 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3629347 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3810493 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -181146 | ExcessOfRevenueOverExpenses |
| Subtotal | 3629347 | Subtotal |
| Total Net Assets Fund Balances EOY | 3629347 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10513 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 10146 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 224091 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3788007 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05916 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 152011 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3714393 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04093 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 146443 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3418704 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04284 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 134365 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3303421 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04068 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 113661 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3305600 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.03438 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.21798 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04360 | AverageDistributionRatio |
| Net Noncharitable Assets | 3564317 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 155390 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 949 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 156339 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 274275 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 949 | InvestmentIncomeExciseTax |
| Subtotal | 949 | Subtotal |
| Tax Based On Investment Income | 949 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 453 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 700 | TaxPaidWithExtension |
| Total Credits And Payments | 1153 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 7 | PenaltyForUnderpayment |
| Overpayment | 197 | Overpayment |
| Amount Credited To Next Year | 197 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL G KAHN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5169977500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 JERICHO TPKE STE 300 | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| SARAH BEATTY-BULLER | ||||||
| 10 GRACIE SQUARE APT 7C | NEW YORK | NY | 10028 | Trustee | 0.00 | 0 |
| CHERYL BULLER | ||||||
| 10 CLOCKTOWER LANE | OLD WESTBURY | NY | 11568 | Trustee | 0.00 | 0 |
| MITCHELL KAHN | ||||||
| 11 KEVIN COURT | JERICHO | NY | 11753 | Trustee | 0.00 | 0 |
| JAMES BULLER | ||||||
| 10 CLOCKTOWER LANE | OLD WESTBURY | NY | 11568 | Trustee | 0.00 | 0 |
| MARK BULLER | ||||||
| 10 GRACIE SQUARE APT 7C | NEW YORK | NY | 10028 | Trustee | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO OTHER CHARITABLE ORGANIZATIONS AS PER STATEMENT 9. | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3442597 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 144339 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 31660 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3618596 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 3618596 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 54279 | CashDeemedCharitable |
| Net Noncharitable Assets | 3564317 | NetNoncharitableAssets |
| Minimum Investment Return | 178216 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 178216 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 949 | TaxBasedOnInvestmentIncome |
| Total Tax | 949 | TotalTax |
| Distributable Amount Before Adj | 177267 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 177267 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 177267 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 274275 | ExpensesAndContributions |
| Qualifying Distributions | 274275 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 949 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 273326 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 177267 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 119038 | UndistributedIncomePriorYear |
| Qualifying Distributions | 274275 | QualifyingDistributions |
| Applied To Year1 | 119038 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 155237 | AppliedToCurrentYear |
| Undistributed Income CY | 22030 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES BULLER | ContributingManager |
| Contributing Manager | MARK BULLER | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MITCHELL G KAHN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 JERICHO TURNPIKE STE 300 | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5169977500 | RecipientPhoneNumber |
| Form And Info And Materials | MAIL. INFORMATION REGARDING PURPOSE AND NATURE OF CHARITY. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHILDRENS ENVIRONMENTAL HEALTH CENT | |||||||
| ONE GUSTAVE L LEVY PLACE BOX 1057 | NEW YORK | NY | 10029 | NONE | YES | PROTECT CHILDREN AGAINST ENVIRONMENTAL THREATS TO CHILDREN. | $7,500 |
| DALTON SCHOOL | |||||||
| 53 E 91ST | NEW YORK | NY | 10128 | NONE | YES | EDUCATION SUPPORT | $20,000 |
| NIGHTING-GALE BAMFORM SCHOOL | |||||||
| 20 EAST 92ND ST | NEW YORK | NY | 10128 | NONE | YES | EDUCATIONAL SUPPORT | $30,100 |
| CHABAD ISRAEL CENTER | |||||||
| 206 E 95TH ST | NEW YORK | NY | 10128 | NONE | YES | PROMOTION OF RELIGIOUS BELIEFS | $2,500 |
| ARMENIAN MISSIONARY ASSOCIATION | |||||||
| 31 WEST CENTURY RD | PARAMUS | NJ | 07652 | NONE | YES | TO EXTEND GOODNESS FOR THOSE IN NEED | $250 |
| CRADLE OF AVIATION MUSEUM | |||||||
| CHARLES LINBERG BLVD | GARDEN CITY | NY | 11530 | NONE | YES | SUPPORT OF THE SPIRIT OF DISCOVERY AWARD | $1,000 |
| PAN-MASSACHUSETTS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | YES | CANCER RESEARCH | $10,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD STEET 7TH FLOOR | NEW YORK | NY | 10016 | NONE | YES | TO PROMOTE YOUNG ADULTS VISITS TO THE STATE OF ISRAEL | $10,000 |
| PINK PROMISES-THE BREAST CANCER RES | |||||||
| 60 E 56TH ST 8TH FLOOR | NEW YORK | NY | 10022 | NONE | YES | RESEARCH FOR THE ELIMINATION OF BREAST CANCER | $25,000 |
| ISRAEL EMERGENCY FUND | |||||||
| 89 BALDWIN ROAD | BEDFORD CORNERS | NY | 10549 | NONE | YES | FINANCIAL ASSISTANCE TO TERROR VICTIMS | $2,000 |
| LONG ISLAND CHARITIES FOUNDATION IN | |||||||
| 585 BROADHOLLOW ROAD | MELVILLE | NY | 11747 | NONE | YES | ASSIST LOCAL ORGANIZATIONS AND THE LONG ISLAND COMMUNITY. | $1,000 |
| MACCABI USA | |||||||
| 1926 ARCHER STREET 4R | PHILADELPHIA | PA | 19103 | NONE | YES | TO SUPPORT THE U.S. TENNIS TEAM IN THE MACCABI GAMES. | $1,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | YES | SCHOLARSHIP PROGRAM FOR NEED BASED AID | $10,000 |
| TOURETTE SYNDROME ASSOCIATION OF LI | |||||||
| PO BOX 615 | JERICHO | NY | 11753 | NONE | YES | TO BENEFIT PEOPLE WHO SUFFER FROM TOURETTE SYNDROME. | $1,000 |
| American Sustainable Business Counc | |||||||
| 1401 New York Ave NW Suite 1225 | Washington | DC | 20005 | NONE | YES | SUPPORT FOR THE ECONOMY | $8,000 |
| US Holocaust Memorial Museum | |||||||
| 100 Raoul Wallenberg Pl SW | Washington | DC | 20024 | NONE | YES | PROVIDE A LIVING MEMORIAL TO THE HOLOCAUST. | $1,800 |
| Chabad of Roslyn | |||||||
| 75 Powerhouse Road | Roslyn Heights | NY | 11577 | NONE | YES | JEWISH SUPPORT | $10,000 |
| GEO Global Environmental | |||||||
| 900 Park Ave | New York | NY | 10075 | NONE | YES | ENVIRONMENTAL BENEFITS | $5,000 |
| FRIENDS OF THE IDF | |||||||
| 350 5TH AVENUE | NEW YORK | NY | 10118 | NONE | YES | PROVIDE SOCIAL, EDUCATIONAL, RECREATIONAL, AND FINANCIAL SERVICES FOR THE WELLBEING OF ISRAEL'S SOLDIERS. | $50,000 |
| RIVERKEEPER | |||||||
| 828 SOUTH BROADWAY | TARRYTOWN | NY | 10591 | NONE | YES | PROTECT THE ECOLOGICAL, COMMERCIAL AND RECREATIONAL INTEGRITY OF THE HUDSON RIVER | $5,000 |
| CENTER FOR COMPREHENSIVE HEALTH PRA | |||||||
| 1900 SECOND AVE 9TH - 12TH FLOORS | NEW YORK | NY | 10029 | NONE | YES | HEALTH ADVANCEMENT | $5,000 |
| WEIZMANN INSTITUTE OF SCIENCE | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | YES | RESEARCH | $5,000 |
| NCFJE CHABAD | |||||||
| 261 WILLIS AVENUE | MINEOLA | NY | 11501 | NONE | YES | PROVIDE RELIGIOUS EDUCATION | $1,000 |
| PARK AVENUE CHRISTIAN CHURCH DAY SC | |||||||
| 1010 PARK AVE | NEW YORK | NY | 10028 | NONE | YES | PROVIDE RELIGIOUS EDUCATION | $1,000 |
| HELEN HAYES HOSPITAL | |||||||
| 51-55 ROUTE 9W | WEST HAVERSTRAW | NY | 10993 | NONE | YES | HOSPITAL FOR PHYSICAL REHABILITATION | $500 |
| TEMPLE EMANUEL | |||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10021 | NONE | YES | PROVIDE RELIGIOUSEDUCATION | $18,125 |
| THE 92ND STREET Y | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | YES | HELP FUND CULTURAL AND COMMUNITY CENTERS FOR ALL AGES, RACES, RELIGIONS AND ETHNICITY | $25,000 |
| THE WINDSOR SCHOOL | |||||||
| PILGRAM ROAD | BOSTON | MA | 02115 | NONE | YES | PROVIDE SUPPORT FOR EDUCATION FOR FAMILIES WHO CAN NOT AFFORD IT ON THEIR OWN | $7,500 |
| CAMP SUNSHINE | |||||||
| 35 ACADIA RD | CASCO | ME | 04015 | NONE | YES | HELP CHILDREN WITH LIFE THREATENING ILLNESSES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 274275 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,353 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $95,278 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 10513 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $103,631 | ExclusionAmount |
| Related Or Exempt Function Income | 10513 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 114144 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | FORM 990-PF PART IV CAPITAL GAINS AND LOSSES | ReturnReference |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (4 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BERNSTEIN EMERGING MARKETS | 207609 | 189116 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | 522842 | 493978 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE | 174296 | 191107 |
| BERNSTEIN INTERMEDIATE DURATION | 1224524 | 1254104 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (162 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ULTA SALON COSMETICS & FRAGRANCES INC | AT COST | 7249 | 7861 |
| TRIMBLE NAVIGATION LTD | AT COST | 5674 | 6277 |
| TIBCO SOFTWARE INC | AT COST | 12235 | 9244 |
| ROPER INDUSTRIES INC | AT COST | 5823 | 6131 |
| RED HAT INC | AT COST | 10205 | 10592 |
| RACKSPACE HOSTING INC | AT COST | 3290 | 5570 |
| PRICELINE.COM | AT COST | 6611 | 6833 |
| PHILIP MORRIS INTERNATIONAL | AT COST | 28632 | 27459 |
| O'REILLY AUTOMOTIVE INC | AT COST | 5429 | 5812 |
| OCEANEERING INTL INC | AT COST | 5833 | 6724 |
| NOBLE ENERGY INC | AT COST | 13262 | 14244 |
| NATIONAL OIL WELL INC | AT COST | 11942 | 10253 |
| MCKESSON CORP | AT COST | 10887 | 12145 |
| LINKEDIN CORP - A | AT COST | 9701 | 11482 |
| INTUITIVE SURGICAL INC | AT COST | 15573 | 14711 |
| INTERCONTINENTALEXCHANGE INC | AT COST | 24136 | 22286 |
| IDEXX LABS CORP | AT COST | 15183 | 15776 |
| F5 NETWORKS INC | AT COST | 12205 | 10687 |
| FACEBOOK INC | AT COST | 4474 | 5992 |
| EBAY INC | AT COST | 14120 | 15306 |
| COGNIZANT TECH SOLUTIONS-A | AT COST | 22265 | 23696 |
| COACH INC | AT COST | 7393 | 6939 |
| CHIPOLTLE MEXICAN GRILL | AT COST | 9606 | 8924 |
| BIOGEN IDEC INC | AT COST | 12387 | 12467 |
| ANSYS INC | AT COST | 10466 | 12121 |
| AFFILIATED MANAGERS GROUP INC | AT COST | 9024 | 11063 |
| VERTEX PHARMACEUTICALS INC | AT COST | 5535 | 5243 |
| VALIDUS HOLDINGS LTD | AT COST | 3999 | 4150 |
| US BANCORP | AT COST | 10782 | 10444 |
| TJX COMPANIES INC | AT COST | 17150 | 15919 |
| TIMKEN CO | AT COST | 2716 | 2870 |
| STATE STREET CORP | AT COST | 7996 | 8932 |
| ROYLA DUTCH SHELL PLC - ADR | AT COST | 7966 | 7585 |
| PULTE GROUP INC | AT COST | 7626 | 9988 |
| PARTNERRE LTD | AT COST | 6884 | 6842 |
| MGM RESORTS INTERNATIPONAL | AT COST | 17562 | 17460 |
| MEDTRONIC INC | AT COST | 7601 | 7384 |
| MCGRAW HILL FINANCIAL INC | AT COST | 9758 | 12301 |
| MACY'S INC | AT COST | 14994 | 15688 |
| HELMERICH &PAYNE | AT COST | 7240 | 8962 |
| HARRIS CORP | AT COST | 6532 | 6365 |
| FIDELITY NATIONAL FINANCIAL INC | AT COST | 3972 | 4710 |
| EXXON MOBILE CORP | AT COST | 33265 | 32456 |
| EDISON INTERNATIONAL | AT COST | 3338 | 3642 |
| DISCOVER FINANCIAL SERVICES | AT COST | 18723 | 18311 |
| DIAMOND OFFSHORE DRILLING | AT COST | 7632 | 7815 |
| CUMMINS INC | AT COST | 7683 | 9210 |
| BUNGE LTD | AT COST | 3966 | 4361 |
| BB&T CORP | AT COST | 8082 | 7278 |
| BANK OF AMERICA CORP | AT COST | 15037 | 17415 |
| CIT GROUP INC | AT COST | 20363 | 22218 |
| CITRIX SYSTEMS INC | AT COST | 22098 | 21369 |
| THE TRAVELERS COMPANIES INC | AT COST | ||
| GENERAL ELECTRIC CO | AT COST | ||
| MARATHON OIL CORP | AT COST | ||
| DEVON ENERGY CORPORATION | AT COST | ||
| CONOCOPHILLIPS | AT COST | ||
| BP PLC | AT COST | 27843 | 29148 |
| NOBLE ENERGY INC | AT COST | ||
| EOG RESOURCES INC | AT COST | 6483 | 7247 |
| ANADARKO PETROLEUM CORP | AT COST | ||
| TRANSOCEAN LTD | AT COST | ||
| SCHLUMBERGER LTD | AT COST | 23931 | 20904 |
| MARATHON PETROLEUM CORP | AT COST | ||
| FMC TECHNOLOGIES INC | AT COST | ||
| UNITED PARCEL SERVICE | AT COST | ||
| DELTA AIR LINES INC | AT COST | 8081 | 10386 |
| ILLUMINA INC | AT COST | 2368 | 3335 |
| SEAGATE TECHNOLOGY | AT COST | ||
| SALESFORCE.COM INC | AT COST | ||
| ORACLE CORP | AT COST | ||
| INTUIT INC | AT COST | 5900 | 6545 |
| ACCENTURE PLC | AT COST | ||
| HEWLETT-PACKARD CO | AT COST | 44064 | 21573 |
| EMC CORP | AT COST | 4614 | 4301 |
| DELL INC | AT COST | ||
| APPLE INC | AT COST | 35431 | 47973 |
| MICRON TECHNOLOGY INC | AT COST | 9957 | 10795 |
| LAM RESEARCH CORP | AT COST | ||
| APPLIED MATERIALS INC | AT COST | 19950 | 19448 |
| QUALCOMM INC | AT COST | 14538 | 15505 |
| MARVELL TECHNOLOGY GROUP | AT COST | ||
| CORNING CO | AT COST | ||
| CISCO SYSTEMS INC | AT COST | 18103 | 18373 |
| BROADCOM CORP | AT COST | 4786 | 4483 |
| LEAR CORPORATION | AT COST | 10608 | 10539 |
| PRECISION CASTPARTS CORP | AT COST | 14793 | 17048 |
| GOODRICH CORP | AT COST | ||
| BOEING CO | AT COST | 13171 | 14318 |
| NORTHROP GRUMMAN CORP | AT COST | ||
| INGERSOL-RAND PLC | AT COST | ||
| DANAHER CORP | AT COST | 15816 | 16770 |
| FLOWERSERVE CORP | AT COST | 6882 | 8094 |
| ROCKWELL AUTOMATION INC | AT COST | ||
| MONSANTO CO | AT COST | 6717 | 8992 |
| POTASH CORP OF SASKATCHEWAN | AT COST | ||
| LYONDELLBASELL INDUSTRIES | AT COST | 11779 | 15700 |
| DOW CHEMICAL | AT COST | ||
| LOWE'S COS INC | AT COST | ||
| LIMITED BRANDS INC | AT COST | ||
| KROGER CO | AT COST | 26122 | 28622 |
| GAMESTOP CORP | AT COST | 5411 | 5645 |
| DOLLAR GENERAL CORP | AT COST | 10239 | 9920 |
| AMAZON.COM INC | AT COST | 11301 | 12557 |
| TRW AUTOMOTIVE HOLDINGS CORP | AT COST | 6206 | 6969 |
| JOHNSON CONTROLS INC | AT COST | ||
| HARLEY DAVIDSON INC | AT COST | 3098 | 3906 |
| GENERAL MOTORS CO | AT COST | ||
| FORD MOTOR CO | AT COST | 17200 | 19425 |
| BORGWARNER INC | AT COST | ||
| LAS VEGAS SANDS CORP | AT COST | ||
| NEWELL RUBBERMAID INC | AT COST | ||
| VF CORP | AT COST | 9881 | 10568 |
| PVH CORP. | AT COST | ||
| STARBUCKS CORP | AT COST | 14352 | 17427 |
| PEPSICO INC | AT COST | ||
| LORILLARD INC | AT COST | 16072 | 15750 |
| CONSTELLATION BRANDS INC | AT COST | ||
| ESTEE LAUDER COMPANIES | AT COST | 9871 | 10775 |
| TYSON FOODS INC | AT COST | 12578 | 13095 |
| HERSHEY CO | AT COST | 9901 | 11555 |
| GENERAL MILLS INC | AT COST | ||
| ALTRIA GROUP INC | AT COST | 10827 | 12752 |
| PROCTER & GAMBLE CO | AT COST | ||
| EXPRESS SCRIPTS HOLDING CO | AT COST | ||
| COVIDIEN PLC | AT COST | ||
| JOHNSON & JOHNSON | AT COST | ||
| ALLERGAN INC | AT COST | 12950 | 15594 |
| PFIZER INC | AT COST | 36955 | 45142 |
| PERRIGO INC | AT COST | ||
| GILEAD SCIENCES INC | AT COST | 3684 | 6611 |
| CELGENE CORP | AT COST | 11537 | 12595 |
| ASTRAZENECA PLC | AT COST | 29845 | 30726 |
| GOOGLE INC | AT COST | 26437 | 31922 |
| GANNETT CO | AT COST | 4322 | 6374 |
| TIME WARNER CABLE | AT COST | 9326 | 12635 |
| DIRECTV | AT COST | 6795 | 7022 |
| COMCAST CORP-CLASS A | AT COST | 20752 | 27475 |
| APOLLO GROUP INC | AT COST | ||
| VIACOM INC-CLASS B | AT COST | 15363 | 17141 |
| WALT DISNEY CO | AT COST | 14836 | 19966 |
| NV ENERGY INC | AT COST | 8202 | 9524 |
| DTE ENERGY COMPANY | AT COST | ||
| CMS ENERGY CORP | AT COST | ||
| CENTERPOINT ENERGY INC | AT COST | ||
| CENTURYLINK INC | AT COST | ||
| AT & T INC | AT COST | 7625 | 8428 |
| WELLS FARGO & CO | AT COST | 30525 | 31799 |
| JPMORGAN CHASE & CO | AT COST | 8117 | 8134 |
| CITIGROUP INC | AT COST | 30308 | 31648 |
| WELLPOINT INC | AT COST | 24653 | 24368 |
| UNITEDHEALTH GROUP INC | AT COST | 23765 | 25005 |
| HEALTH NET INC | AT COST | 4227 | 3281 |
| METLIFE INC | AT COST | ||
| VISA INC | AT COST | 11146 | 15916 |
| MORGAN STANLEY | AT COST | ||
| MOODY'S CORP | AT COST | ||
| MCGRAW-HILL COMPANIES INC | AT COST | ||
| GOLDMAN SACHS GROUP INC | AT COST | ||
| CBRE GROUP INC. | AT COST | ||
| NVR INC | AT COST | ||
| INVESTMENT IN BROADWAY FND | AT COST |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS RECEIVABLES | Description |
| EOY Book Value | 1283 | EOYBookValue |
| EOYFMV | 1283 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| MANAGEMENT FEES | 19208 | 19208 | 19208 |
| BANK CHARGES | 120 | 120 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $1,683 | Amount |
| Adjusted Net Income | 1683 | AdjustedNetIncome |
Comments