BULLER FAM FOUNDATION TR: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BULLER FAM FOUNDATION TR (EIN 11-6598655)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2013-01-31
- IRS object ID
- 201340319349100609
- Schema version
- 2011v1.5
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-31T13:22:46-08:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2013-01-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MITCHELL KAHN | Name |
| Phone | 5169977500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3363499 | 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 | 7227 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7227 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 7227 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 101719 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 101719 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 101719 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 170040 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2416105 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 170040 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 278986 | TotalRevenueAndExpenses |
| Total Net Investment Income | 278986 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 108946 | TotalAdjustedNetIncome |
| Taxes Rev And Expnss | 5236 | TaxesRevAndExpnss |
| Taxes Adj Net Incm | 5236 | TaxesAdjNetIncm |
| Other Expenses Rev And Expnss | 7690 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7440 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 7690 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 12926 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7440 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 12926 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 226575 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 226575 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 239501 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7440 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 12926 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 226575 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 39485 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 271546 | NetInvestmentIncome |
| Adjusted Net Income | 96020 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1825217 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 423627 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 423627 | SavingsAndTempCashInvstEOYFMV |
| Pledges Receivable | 56857 | PledgesReceivable |
| Pledges Receivable BOY | 56857 | PledgesReceivableBOY |
| Pledges Receivable EOY | 56857 | PledgesReceivableEOY |
| Pledges Receivable EOYFMV | 56857 | PledgesReceivableEOYFMV |
| Other Notes And Loans Receivable | 274803 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 284984 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 274803 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 22412 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Govt Oblig BOY | 45000 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 45000 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 46739 | InvestmentsGovtObligEOYFMV |
| Investments Corp Bonds BOY | 1112867 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1815272 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1688834 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 435722 | InvestmentsOtherBOY |
| Investments Other EOY | 1191803 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1121899 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 10361 | OtherAssetsBOY |
| Other Assets EOY | 3131 | OtherAssetsEOY |
| Other Assets EOYFMV | 3131 | OtherAssetsEOYFMV |
| Total Assets BOY | 3771008 | TotalAssetsBOY |
| Total Assets EOY | 3810493 | TotalAssetsEOY |
| Total Assets EOYFMV | 3363499 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3771008 | UnrestrictedBOY |
| Unrestricted EOY | 3810493 | UnrestrictedEOY |
| Total Net Assets BOY | 3771008 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3810493 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3771008 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3810493 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3771008 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 39485 | ExcessOfRevenueOverExpenses |
| Subtotal | 3810493 | Subtotal |
| Total Net Assets Fund Balances EOY | 3810493 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset |
|---|---|
| 23196 | |
| Capital Gain Dividends |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 170040 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -70522 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 152011 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3714393 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04093 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 146443 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3418704 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04284 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 134365 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3303421 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04068 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 113661 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3305600 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03438 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 166182 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3288530 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05053 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.20935 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04187 | AverageDistributionRatio |
| Net Noncharitable Assets | 3788007 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 158608 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2715 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 161323 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 226575 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2715 | InvestmentIncomeExciseTax |
| Subtotal | 2715 | Subtotal |
| Tax Based On Investment Income | 2715 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3200 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 32 | PenaltyForUnderpayment |
| Overpayment | 453 | Overpayment |
| Amount Credited To Next Year | 453 | 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 | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2743331 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 770701 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 331660 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3845692 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 3845692 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 57685 | CashDeemedCharitable |
| Net Noncharitable Assets | 3788007 | NetNoncharitableAssets |
| Minimum Investment Return | 189400 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 189400 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2715 | TaxBasedOnInvestmentIncome |
| Total Tax | 2715 | TotalTax |
| Distributable Amount Before Adj | 186685 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 186685 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 186685 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 226575 | ExpensesAndContributions |
| Qualifying Distributions | 226575 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2715 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 223860 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 186685 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 158697 | UndistributedIncomePriorYear |
| Qualifying Distributions | 226575 | QualifyingDistributions |
| Applied To Year1 | 158697 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 67878 | AppliedToCurrentYear |
| Undistributed Income CY | 118807 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| American Sustainable Business Counc | |||||||
| 1401 New York Ave NW Suite 1225 | Washington | DC | 20005 | NONE | YES | Support for ASBC's impact in business | $2,500 |
| Hillel | |||||||
| 2901 Campus Road | Brooklyn | NY | 11210 | NONE | YES | Provides opportunities for Jewish students | $1,000 |
| US Holocaust Memorial Museum | |||||||
| 100 Raoul Wallenberg Pl SW | Washington | DC | 20024 | NONE | YES | Support for the museum | $600 |
| Voices Against Brain Cancer-Run for | |||||||
| c/o Darren Port 1375 Broadway 3rd | New York | NY | 10018 | NONE | 501c3 | Support for brain cancer research | $1,300 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD STREET 7TH FL | NEW YORK | NY | 10016 | NONE | 501c3 | Support Taglit-Birthright Israel | $10,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIVER | |||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | NONE | YES | Support for Tel Aviv University | $10,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | YES | To help the fight against anti-Semitism | $10,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADO | |||||||
| 352 SEVENTH AVE SUITE 400 | NEW YORK | NY | 10001 | NONE | YES | To support Israel's pre-hospital care | $10,000 |
| MIGDAL OHR | |||||||
| 1560 BROADWAY SUITE 510 | NEW YORK | NY | 10036 | NONE | YES | Assist with Irael's vulnerable young citizens | $10,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | YES | Care for land of Israel | $5,000 |
| Mount Sinai Hospital | |||||||
| One Gustave L Levy Place Box 1049 | New York | NY | 10029 | NONE | YES | Support Children's environmental health center | $500 |
| The Nightingale-Bamford School | |||||||
| 20 East 92nd Street | New York | NY | 10128 | NONE | YES | EXCELLENCE IN EDUCATION | $4,875 |
| Carl Schurz Park Conservancy | |||||||
| 217 East 85th StreetPMB 116 | New York | NY | 10028 | NONE | YES | HIGH QUALITY LOW COST MEDICAL CARE | $5,000 |
| Evergreen Mountain Contracting Inc | |||||||
| 25 Evergreen Mtn Road | Westkill | NY | 12492 | NONE | YES | BUILIDING PIERS REPAIRS | $1,000 |
| University of Massachusetts Lowell | |||||||
| One University Avenue | Lowell | MA | 01854 | NONE | YES | EDUCATION | $10,000 |
| The Posse Foundation Inc | |||||||
| 14 Wall Street Suite 8A-60 | New York | NY | 10005 | NONE | YES | RECRUITS AND TRAINS LEADERS FROM URBAN PUBLIC HIGH SCHOOLS. | $500 |
| Wildlife Conservation Society | |||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | NONE | YES | WILDLIFE CONSERVATION | $5,000 |
| Chabad of Roslyn | |||||||
| 75 Powerhouse Road | Roslyn Heights | NY | 11577 | NONE | YES | JEWISH SUPPORT | $11,800 |
| GEO Global Environmental | |||||||
| 900 Park Ave | New York | NY | 10075 | NONE | YES | ENVIRONMENTAL BENEFITS | $10,000 |
| 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 |
| Green Home USA | |||||||
| PO Box 1052 JAF Building | NEW YORK | NY | 10116 | NONE | 501c3 | Support for NYC Buildings to go green | $500 |
| BREAST CANCER RESEARCH | |||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | YES | CANCER RESEARCH | $10,000 |
| HELEN HAYES HOSPITAL | |||||||
| 51-55 ROUTE 9W | WEST HAVERSTRAW | NY | 10993 | NONE | YES | HOSPITAL FOR PHYSICAL REHABILITATION | $1,000 |
| TEMPLE EMANU-EL | |||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10021 | NONE | YES | PROVIDE RELIGIOUSEDUCATION | $10,000 |
| 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 | $10,000 |
| THE WINDSOR SCHOOL | |||||||
| PILGRAM ROAD | BOSTON | MA | 02115 | NONE | YES | PROVIDE SUPPORT FOR EDUCATION FOR FAMILIES WHO CAN NOT AFFORD IT ON THEIR OWN | $20,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 9 RIVERSIDE ROAD | WESTON | MA | 02493 | NONE | YES | FUND RESEARCH FOR THE CURE OF CANCER | $1,000 |
| GIRL'S QUEST | |||||||
| 150 WEST 30TH STREET STE 901 | NEW YORK | NY | 10001 | NONE | YES | HELP YOUNG GIRLS MEET THEIR POTENTIAL ACADEMICALLY AND SOCIALLY | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 226575 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,227 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $101,719 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,196 | ExclusionAmount |
| Related Or Exempt Function Income | 146844 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $132,142 | ExclusionAmount |
| Related Or Exempt Function Income | 146844 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 278986 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (26 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BERNSTEIN EMERGING MARKETS | 154735 | 113462 |
| BERNSTEIN INTERNATIONAL PORTFOLIO | 438615 | 356683 |
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE | 151273 | 136462 |
| BERNSTEIN INTERMEDIATE DURATION | 1070649 | 1082227 |
| WELLS FARGO BANK 5.75% DUE 5/16/16 | ||
| VERIZON COMMUNICATIONS 5.55% DUE 2/15/16 | ||
| MORGAN STANLEY SUB NTS 4.75% DUE 4/1/14 | ||
| MCDONALD'S CORP 5.8% DUE 10/15/17 | ||
| JP MORGAN CHASE & CO 6.125% DUE 6/27/17 | ||
| JP MORGAN CHASE & CO 5.375% DUE 1/15/14 | ||
| IBM CORP 5.7% DUE 9/14/17 | ||
| GOLDMAN SACHS GROUP INC 7.5% 2/15/19 | ||
| GENERAL ELECTRIC CO 5.25% DUE 12/6/17 | ||
| JOHN DEERE CAPITAL CORP 5.35% DUE 4/3/18 | ||
| CONOCOPHILLIPS NOTES 5.75% DUE 2/1/19 | ||
| CISCO SYSTEMS 5.5% DUE 2/22/16 | ||
| BELLSOUTH CORP 5.2% DUE 9/15/14 | ||
| AMGEN INC 5.7% DUE 2/1/19 | ||
| ABBOTT LABORATORIES 5.875% DUE 5/15/16 | ||
| AT&T INC NOTES 5.8% DUE 2/15/19 | ||
| 50,000 TARGET CORP 6.35% DUE 1/15/11 | ||
| 50,000 SBC COMMUNICATIONS INC 6.25% 3/1 | ||
| 50,000 GOLDMAN SACHS GROUP INC 6.6% 1/12 | ||
| 50,000 WALT DISNEY CO 5.625% DUE 9/15/16 | ||
| 50,000 CITIGROUP INC 6.5% DUE 1/18/11 | ||
| 50,000 CHUBB CORPORATION 6% DUE 11/15/11 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 45000 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 46739 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (116 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CIT GROUP INC | AT COST | 6352 | 6974 |
| CITRIC SYSTEMS INC | AT COST | 9925 | 8804 |
| THE TRAVELERS COMPANIES INC | AT COST | 13289 | 13313 |
| GENERAL ELECTRIC CO | AT COST | 7467 | 7164 |
| MARATHON OIL CORP | AT COST | 13211 | 12440 |
| DEVON ENERGY CORPORATION | AT COST | 8675 | 5890 |
| CONOCOPHILLIPS | AT COST | 5482 | 5465 |
| BP PLC | AT COST | 23704 | 25644 |
| NOBLE ENERGY INC | AT COST | 13376 | 13215 |
| EOG RESOURCES INC | AT COST | 14966 | 12806 |
| ANADARKO PETROLEUM CORP | AT COST | 8994 | 8931 |
| TRANSOCEAN LTD | AT COST | 14568 | 9598 |
| SCHLUMBERGER LTD | AT COST | 25519 | 20493 |
| MARATHON PETROLEUM CORP | AT COST | 17466 | 14148 |
| FMC TECHNOLOGIES INC | AT COST | 7511 | 8879 |
| UNITED PARCEL SERVICE | AT COST | 18097 | 18298 |
| DELTA AIR LINES INC | AT COST | 7867 | 6674 |
| ILLUMINA INC | AT COST | 3940 | 4267 |
| SEAGATE TECHNOLOGY | AT COST | 3128 | 3280 |
| SALESFORCE.COM INC | AT COST | 1776 | 1522 |
| ORACLE CORP | AT COST | 22185 | 17314 |
| INTUIT INC | AT COST | 11288 | 11833 |
| ACCENTURE PLC | AT COST | 5545 | 5323 |
| HEWLETT-PACKARD CO | AT COST | 29968 | 23184 |
| EMC CORP | AT COST | 15018 | 11847 |
| DELL INC | AT COST | 3035 | 2926 |
| APPLE INC | AT COST | 42279 | 48600 |
| MICRON TECHNOLOGY INC | AT COST | 6075 | 6919 |
| LAM RESEARCH CORP | AT COST | 5147 | 4072 |
| APPLIED MATERIALS INC | AT COST | 10570 | 9639 |
| QUALCOMM INC | AT COST | 20488 | 20513 |
| MARVELL TECHNOLOGY GROUP | AT COST | 12609 | 11773 |
| CORNING CO | AT COST | 11459 | 8113 |
| CISCO SYSTEMS INC | AT COST | 4568 | 4520 |
| BROADCOM CORP | AT COST | 15710 | 11744 |
| LEAR CORPORATION | AT COST | 8086 | 6567 |
| PRECISION CASTPARTS CORP | AT COST | 11018 | 11535 |
| GOODRICH CORP | AT COST | 3602 | 4948 |
| BOEING CO | AT COST | 8690 | 9536 |
| NORTHROP GRUMMAN CORP | AT COST | 6805 | 6433 |
| INGERSOL-RAND PLC | AT COST | 5081 | 3199 |
| DANAHER CORP | AT COST | 18142 | 16464 |
| FLOWERSERVE CORP | AT COST | 12559 | 9932 |
| ROCKWELL AUTOMATION INC | AT COST | 8540 | 7704 |
| MONSANTO CO | AT COST | 13511 | 13664 |
| POTASH CORP OF SASKATCHEWAN | AT COST | 8956 | 6605 |
| LYONDELLBASELL INDUSTRIES | AT COST | 10145 | 8935 |
| DOW CHEMICAL | AT COST | 10459 | 8053 |
| LOWE'S COS INC | AT COST | 6139 | 5711 |
| LIMITED BRANDS INC | AT COST | 7692 | 9079 |
| KROGER CO | AT COST | 9433 | 9688 |
| GAMESTOP CORP | AT COST | 3301 | 3016 |
| DOLLAR GENERAL CORP | AT COST | 4856 | 5554 |
| AMAZON.COM INC | AT COST | 10309 | 10386 |
| TRW AUTOMOTIVE HOLDINGS CORP | AT COST | 6206 | 4238 |
| JOHNSON CONTROLS INC | AT COST | 9324 | 7034 |
| HARLEY DAVIDSON INC | AT COST | 4769 | 4859 |
| GENERAL MOTORS CO | AT COST | 17634 | 13682 |
| FORD MOTOR CO | AT COST | 3393 | 2421 |
| BORGWARNER INC | AT COST | 9034 | 7649 |
| LAS VEGAS SANDS CORP | AT COST | 2856 | 2777 |
| NEWELL RUBBERMAID INC | AT COST | 4074 | 4441 |
| VF CORP | AT COST | 4007 | 4445 |
| PVH CORP. | AT COST | 4933 | 5287 |
| STARBUCKS CORP | AT COST | 10302 | 12653 |
| PEPSICO INC | AT COST | 4102 | 4313 |
| LORILLARD INC | AT COST | 12829 | 13110 |
| CONSTELLATION BRANDS INC | AT COST | 6326 | 6718 |
| ESTEE LAUDER COMPANIES | AT COST | 2577 | 3370 |
| TYSON FOODS INC | AT COST | 6383 | 6708 |
| HERSHEY CO | AT COST | 2967 | 3089 |
| GENERAL MILLS INC | AT COST | 10619 | 11113 |
| ALTRIA GROUP INC | AT COST | 11043 | 12601 |
| PROCTER & GAMBLE CO | AT COST | 2006 | 2001 |
| EXPRESS SCRIPTS HOLDING CO | AT COST | 10433 | 8268 |
| COVIDIEN PLC | AT COST | 11437 | 10127 |
| JOHNSON & JOHNSON | AT COST | 25040 | 27872 |
| ALLERGAN INC | AT COST | 10365 | 12722 |
| PFIZER INC | AT COST | 34528 | 36788 |
| PERRIGO INC | AT COST | 5180 | 5352 |
| GILEAD SCIENCES INC | AT COST | 14900 | 15553 |
| CELGENE CORP | AT COST | 4002 | 4732 |
| ASTRAZENECA PLC | AT COST | 20867 | 20831 |
| GOOGLE INC | AT COST | 29092 | 32295 |
| GANNETT CO | AT COST | 4850 | 5014 |
| TIME WARNER CABLE | AT COST | 12504 | 11443 |
| DIRECTV | AT COST | 4586 | 4062 |
| COMCAST CORP-CLASS A | AT COST | 14184 | 13467 |
| APOLLO GROUP INC | AT COST | 6315 | 6464 |
| VIACOM INC-CLASS B | AT COST | 12992 | 12488 |
| WALT DISNEY CO | AT COST | 14968 | 15000 |
| NV ENERGY INC | AT COST | 5571 | 6131 |
| DTE ENERGY COMPANY | AT COST | 6066 | 6806 |
| CMS ENERGY CORP | AT COST | 4912 | 5520 |
| CENTERPOINT ENERGY INC | AT COST | 3043 | 2913 |
| CENTURYLINK INC | AT COST | 19406 | 19530 |
| AT & T INC | AT COST | 3191 | 3175 |
| WELLS FARGO & CO | AT COST | 4356 | 4721 |
| JPMORGAN CHASE & CO | AT COST | 37549 | 27431 |
| CITIGROUP INC | AT COST | 37037 | 23021 |
| WELLPOINT INC | AT COST | 19535 | 18741 |
| UNITEDHEALTH GROUP INC | AT COST | 15244 | 16471 |
| HEALTH NET INC | AT COST | 4227 | 4107 |
| METLIFE INC | AT COST | 6074 | 5301 |
| VISA INC | AT COST | 5141 | 6092 |
| MORGAN STANLEY | AT COST | 6170 | 5674 |
| MOODY'S CORP | AT COST | 7090 | 6736 |
| MCGRAW-HILL COMPANIES INC | AT COST | 3444 | 3822 |
| GOLDMAN SACHS GROUP INC | AT COST | 12244 | 7687 |
| CBRE GROUP INC. | AT COST | 7649 | 6469 |
| NVR INC | AT COST | 3646 | 3430 |
| 1,000 SHS ISHARES TR MSCI EMERGING MKTS | AT COST | ||
| ISHARES RUSSEL MIDCAP INDEX FD | AT COST | ||
| ISHARES TR MSCI EAFE INDEX FD | AT COST | ||
| ISHARES TR S&P 500 INDEX FD | AT COST | ||
| ISHARES BARCLAYS AGG BOND FUND | AT COST |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RECEIVABLES | Description |
| BOY Book Value | 9992 | BOYBookValue |
| EOY Book Value | 3131 | EOYBookValue |
| EOYFMV | 3131 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| MANAGEMENT FEES | 7440 | 7440 | 7440 |
| FILING FEES | 250 | 250 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| IRS | $3,289 | 3289 |
| FOREIGN TAXES | $1,947 | 1947 |
Comments