Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
BACHMANN STRAUSS FAMILY FUND
c/o Joe Vet
% JOSEPH N VET JR
Number and street (or P.O. box number if mail is not delivered to street address)Bender Lane Advisory   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Albany, NY12203
A Employer identification number

13-6043497
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,935,632J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 510,331
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 58 58  
4 Dividends and interest from securities...... 119,471 119,471  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 111,615
b Gross sales price for all assets on line 6a 1,064,094
7 Capital gain net income (from Part IV, line 2)... 448,843
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 20,178 13,089  
12 Total. Add lines 1 through 11........ 761,653 581,461  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 15,855 15,855 0 0
c Other professional fees (attach schedule).... Click to see attachment 26,850 26,850    
17 Interest............... 2,142 2,142    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,660 1,660    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 26,833 25,789    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 78,340 72,296 0 0
25 Contributions, gifts, grants paid........ 334,082 334,082
26 Total expenses and disbursements. Add lines 24 and 25 412,422 72,296 0 334,082
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 349,231
b Net investment income (if negative, enter -0-) 509,165
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 947,348 647,799 647,799
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,534,370 Click to see attachment3,194,367 3,547,360
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,417,968 Click to see attachment3,406,751 4,740,473
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,899,686 7,248,917 8,935,632
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 6,899,686 7,248,917
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 6,899,686 7,248,917
31 Total liabilities and net assets/fund balances (see instructions).. 6,899,686 7,248,917
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 6,899,686
2 Enter amount from Part I, line 27a..................... 2 349,231
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 7,248,917
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 7,248,917
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 7064 SHS BLUE D 2012-12-06 2014-01-31
b 13627.157 SHS DBLTX P 2012-08-13 2014-05-30
c 100 SHS APD P 2014-06-02 2014-06-19
d 100 SHS APD P 2014-06-02 2014-07-25
e 270 SHS AVT P 2014-06-02 2014-09-08
500 SHS BHI P 2014-06-02 2014-11-18
400 SHS BHI P 2014-08-15 2014-11-18
500 SHS LPX P 2014-06-02 2014-09-15
400 SHS MSFT P 2014-06-02 2014-11-10
600 SHS LUV P 2014-06-02 2014-10-30
8550 SHS LUV D 2012-04-11 2014-07-25
BANKERS TRUST SPECIAL P    
2000 SHS LUV D 2012-04-20 2014-07-24
1700 SHS LUV D 2013-06-26 2014-07-24
RAMIUS VINTAGE MULTI STRATEGY FOR LTD. P   2014-02-28
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 155,301   66,761 88,540
b 150,000   153,337 -3,337
c 12,949   12,192 757
d 13,510   12,192 1,318
e 11,825   11,810 15
31,770   35,343 -3,573
25,415   27,096 -1,681
7,175   7,199 -24
19,550   16,338 3,212
20,518   16,055 4,463
247,835   68,190 179,645
5,202     5,202
57,968   15,831 42,137
49,273   22,321 26,952
133,706   150,586 -16,880
      104,937
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       88,540
b       -3,337
c       757
d       1,318
e       15
      -3,573
      -1,681
      -24
      3,212
      4,463
      179,645
      5,202
      42,137
      26,952
      -16,880
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 448,843
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 519,535 7,731,650 0.067196
2012 616,861 6,546,082 0.094234
2011 542,900 8,796,070 0.061721
2010 604,450 9,848,751 0.061373
2009 675,365 9,338,119 0.072323
2 Total of line 1, column (d) ...................... 2 0.356847
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.071369
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 9,158,710
5 Multiply line 4 by line 3....................... 5 653,648
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,092
7 Add lines 5 and 6......................... 7 658,740
8 Enter qualifying distributions from Part XII, line 4.............. 8 334,082
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 10,183
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 10,183
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,183
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 6,870
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 24,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,870
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 20,687
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet20,687 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOSEPH N VET JR Telephone no.bullet (518) 218-1221
    Located atbulletC/O BENDER LANE ADVISORY PO BOX 38ALBANYNY ZIP+4bullet12203
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    THOMAS W STRAUSS VP & TREAS-AS NEEDED
    0     		0    
    Bender Lane Advisory
    Albany,NY12203
    BARBARA B STRAUSS PRESIDENT-AS NEEDED
    0     		0    
    Bender Lane Advisory
    Albany,NY12203
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,611,963
    b
    Average of monthly cash balances.......................
    1b
    945,747
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,740,473
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,298,183
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,298,183
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    139,473
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,158,710
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    457,936
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    457,936
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    10,183
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,183
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    447,753
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    447,753
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    447,753
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    334,082
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    334,082
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    334,082
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 447,753
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 2011, 2010 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 208,459
    b From 2010....... 112,918
    c From 2011....... 125,604
    d From 2012....... 289,557
    e From 2013....... 134,184
    fTotal of lines 3a through e......... 870,722
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 334,082
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 334,082
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 113,671 113,671
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 757,051
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		94,788
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		662,263
    10 Analysis of line 9:
    a Excess from 2010.... 112,918
    b Excess from 2011.... 125,604
    c Excess from 2012.... 289,557
    d Excess from 2013.... 134,184
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NA
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Aged Fund
    120 W 106th Street
    New York,NY10025     		None PC General Charitable 5,000
    AJC
    165 East 56 Street Suite 630
    New York,NY10022     		None PC General Charitable 2,500
    American Airpower Museum
    1230 New Highway
    Farmingdale,NY11735     		None PC General Charitable 2,500
    American Assoc of the National Theatre
    268 W 44th Street 4th Floor
    New York,NY10036     		None PC General Charitable 5,000
    American Cancer Society
    132 W 32nd Street
    New York,NY10001     		None PC General Charitable 1,000
    American Folk Art Museum
    2 Lincoln Square
    New York,NY10023     		None PC General Charitable 2,000
    American Friends of the Israel Museum
    500 Fifth Avenue Suite 2540
    New York,NY10110     		None PC General Charitable 2,000
    American Friends of the Israel Philharmon
    122 E 42nd Street Suite 4507
    New York,NY10168     		None PC General Charitable 2,500
    American Heart Assoc - Heart Ride FDA
    125 E Bethpage Road Suite 100
    Plainview,NY11803     		None PC General Charitable 500
    American Museum of Natural History
    Central Park W 79th Street
    New York,NY10024     		None PC General Charitable 140
    Andre House
    213 S 11th Avenue
    Phoenix,AZ85007     		None PC General Charitable 500
    ASPCA
    520 Eighth Avenue Seventh Floor
    New York,NY10018     		None PC General Charitable 2,500
    Atlantic Salmon Federation
    PO Box 807
    Calais,ME04619     		None PC General Charitable 500
    Atlantic Salmon Federation
    PO Box 807
    Calais,ME04619     		None PC General Charitable 1,000
    Bachmann-Strauss Dystonia & Parkinson
    551 Fifth Avenue Suite 520
    New York,NY10176     		None PC General Charitable 7,389
    Bachmann-Strauss Dystonia & Parkinson
    551 Fifth Avenue Suite 520
    New York,NY10176     		None PC General Charitable 100,000
    Bachmann-Strauss Dystonia & Parkinson
    551 Fifth Avenue Suite 520
    New York,NY10176     		None PC General Charitable 1,803
    Bachmann-Strauss Dystonia & Parkinson
    551 Fifth Avenue Suite 520
    New York,NY10176     		None PC General Charitable 5,000
    Brain & Behavior Research Foundation
    90 Park Avenue 16th Floor
    New York,NY10016     		None PC General Charitable 1,000
    Breast Cancer Alliance
    48 Maple Avenue
    Greenwich,CT06830     		None PC General Charitable 2,000
    Breast Cancer Research Foundation
    60 E 56th Street 8th Floor
    New York,NY10022     		None PC General Charitable 500
    CEI-PEA
    28 West 44th Street Suite 300
    New York,NY10036     		None PC General Charitable 1,000
    Celiac Disease Center-Columbia University
    180 Fort Washington Ave Suite 934
    New York,NY10032     		None PC General Charitable 500
    Centurion Ministries Inc
    1000 Herrontown Road
    Princetown,NY08540     		None PC General Charitable 2,000
    Checkerboard Film Foundation Inc
    1 E 53rd Street 14th Floor
    New York,NY10022     		None PC General Charitable 2,000
    Children's Academy
    350 East 82nd Street
    New York,NY10028     		None PC General Charitable 1,000
    Citizens' Committee for Children of New Y
    14 Wall Street Suite 4E
    New York,NY10005     		None PC General Charitable 500
    Citizens Committee for New York City
    145 West 45th Street Suite 300
    New York,NY10036     		None PC General Charitable 5,000
    Community Roots Charter School
    50 Navy Street 3rd Floor
    Brooklyn,NY11201     		None PC General Charitable 12,500
    Crohn's & Colitis Foundation
    215 Park Avenue South Suite 2014
    New York,NY10003     		None PC General Charitable 1,500
    Damon Runyon Cancer Research Foundation
    One Exchange Plaza 55 Broadway Sui
    New York,NY10006     		None PC General Charitable 1,000
    Elmira College
    1 Park Place
    Elmira,NY14901     		None PC General Charitable 500
    Elmira College
    1 Park Place
    Elmira,NY14901     		None PC General Charitable 500
    Family Centers
    40 Arch Street
    Greenwich,CT06830     		None PC General Charitable 4,000
    Fashion Institute of Technology
    236 W 27th Street
    New York,NY10001     		None PC General Charitable 2,000
    FIT Foundation
    236 W 27th Street
    New York,NY10001     		None PC General Charitable 5,000
    Greyston Foundation
    21 Park Avenue
    Yonkers,NY10703     		None 501 (c) (3) General Charitable 500
    Guild Hall of East Hampton Inc
    158 Main Street
    East Hampton,NY11937     		None PC General Charitable 1,000
    Guild Hall of East Hampton Inc
    158 Main Street
    East Hampton,NY11937     		None PC General Charitable 500
    Guild Hall of East Hampton Inc
    158 Main Street
    East Hampton,NY11937     		None PC General Charitable 1,000
    Harvard Business School
    Teele Hall Soldiers Field
    Boston,MA02163     		None PC General Charitable 1,000
    Hebrew Charter School
    729 Seventh Avenue 9th Floor
    New York,NY10019     		None PC General Charitable 1,000
    Henry Kaufmann Campgrounds
    111 Great Neck Road Suite 408
    Great Neck,NY11021     		None PC General Charitable 1,000
    Hope for Depression Research Foundation
    40 W 57th Street Suite 1440
    New York,NY10019     		None PC General Charitable 500
    Hospital for Special Surgery Fund Inc
    145 West 45th Street Suite 300
    New York,NY10036     		None PC General Charitable 1,000
    Hospital for Special Surgery Fund Inc
    145 West 45th Street Suite 300
    New York,NY10036     		None PC General Charitable 500
    Inner-City Scholarship Fund
    1011 First Avenue Suite 1400
    New York,NY10022     		None PC General Charitable 5,000
    Institute of International Education
    809 United Nations Plaza 9th Floor
    New York,NY10014     		None PC General Charitable 2,500
    International Center of Photography
    1114 Avenue of the Americas
    New York,NY10036     		None PC General Charitable 1,000
    JASA
    247 West 37th Street 9th Floor
    New York,NY10018     		None PC General Charitable 2,500
    Jazz at Lincoln Center
    162 West 56th Street Suite 405
    New York,NY10019     		None PC General Charitable 500
    Jazz at Lincoln Center
    162 West 56th Street Suite 405
    New York,NY10019     		None PC General Charitable 250
    Jewish Board of Family & Children's Servi
    135 W 50th Street 6th Floor
    New York,NY10020     		None PC General Charitable 500
    Lost Tree Village Charitable Foundation
    8 Church Lane
    North Palm Beach,FL33408     		None PC General Charitable 250
    Lung Cancer Research Foundation
    155 East 55th Street 6H
    New York,NY10022     		None PC General Charitable 1,000
    Lung Cancer Research Foundation
    155 East 55th Street 6H
    New York,NY10022     		None PC General Charitable 1,000
    Lupus Foundation of America
    2000 L Street NW Suite 410
    Washington,DC20036     		None PC General Charitable 2,500
    Mass General Hospital Development Fund
    100 Cambridge Street Suite 1310
    Boston,MA02114     		None PC General Charitable 250
    Melanoma Research Foundation
    1375 Broadway 3rd Floor
    New York,NY10018     		None PC General Charitable 1,000
    Mount Sinai Crystal Party
    One Gustave L Levy Place PO Box 12
    New York,NY10029     		None PC General Charitable 12,500
    Mount Sinai Health System
    One Gustave L Levy Place PO Box 12
    New York,NY10029     		None PC General Charitable 15,000
    Mount Sinai Honor Your Doctor
    1 Gustave L Levy Place Box 1049
    New York,NY10029     		None PC General Charitable 500
    Mount Sinai Medical Center
    One Gustave L Levy Place Box 1049
    New York,NY10029     		None PC General Charitable 500
    Museum of Jewish Heritage
    36 Battery Place
    New York,NY10280     		None PC General Charitable 250
    National September 11 Memorial & Museum
    200 Liberty Street 16th Floor
    New York,NY10281     		None PC General Charitable 1,500
    New York City Ballet
    20 Lincoln Center
    New York,NY10023     		None PC General Charitable 5,000
    New York City Ballet
    20 Lincoln Center
    New York,NY10023     		None PC General Charitable 3,000
    New York City Ballet
    20 Lincoln Center
    New York,NY10023     		None PC General Charitable 1,000
    New York Road Runners Youth Program
    9 East 89th Street
    New York,NY10128     		None PC General Charitable 15,000
    New York Service for the Handicapped
    1140 Broadway Suite 903
    New York,NY10001     		None PC General Charitable 600
    New-York Historical Society
    170 Central Park West
    New York,NY10024     		None PC General Charitable 1,000
    New-York Historical Society
    170 Central Park West
    New York,NY10024     		None PC General Charitable 1,000
    Northside Center for Child Development
    152 W 57th Street 52nd Floor
    New York,NY10019     		None PC General Charitable 2,000
    Oceana
    909 3rd Avenue 31st Floor
    New York,NY10022     		None PC General Charitable 1,000
    Ovarian Cancer Research Fund
    37 W 57th Street 9th Floor
    New York,NY10019     		None PC General Charitable 1,000
    Ovarian Cancer Research Fund
    37 W 57th Street 9th Floor
    New York,NY10019     		None PC General Charitable 5,000
    Pacific Northwest Ballet
    301 Mercer Street
    Seattle,WA98109     		None PC General Charitable 3,500
    Planned Parenthood of NYC
    26 Bleeker Street
    New York,NY10012     		None PC General Charitable 5,000
    SLE Lupus Foundation
    330 Seventh Avenue Suite 1701
    New York,NY10001     		None PC General Charitable 2,500
    Ski and Ride for a Cure
    1313 Broadway Suite 100
    Tacoma,WA98402     		None PC General Charitable 1,000
    Stanley British Primary School
    350 Quebec Street
    Denver,CO80230     		None PC General Charitable 5,000
    The Animal Medical Center
    510 E 62 Street
    New York,NY10065     		None PC General Charitable 250
    The Aspen Institute
    1000 North Street
    Aspen,CO81611     		None PC General Charitable 5,000
    The Fund for Park Avenue
    445 Park Avenue 9th Floor
    New York,NY10022     		None PC General Charitable 500
    The Jewish Week
    1501 Broadway Suite 505
    New York,NY10036     		None PC General Charitable 1,000
    The Metropolitan Opera
    30 Lincoln Plz
    New York,NY10023     		None PC General Charitable 1,000
    The Metropolitan Opera
    30 Lincoln Plz
    New York,NY10023     		None PC General Charitable 250
    The New York Public Library
    445 Fifth Avenue 3rd Floor
    New York,NY10018     		None PC General Charitable 1,000
    The Perlman Music Program
    19 W 69th Street Suite 304
    New York,NY10023     		None PC General Charitable 1,000
    The Society of MSKCC
    1233 York Avenue Suite B-101
    New York,NY10065     		None PC General Charitable 1,000
    The Spence School
    22 E 91st Street
    New York,NY10128     		None PC General Charitable 5,400
    The Urban Assembly
    90 Broad Street Suite 2101
    New York,NY10004     		None PC General Charitable 2,000
    The Women's Committee of the Central Park
    14th E 60th Street
    New York,NY10022     		None PC General Charitable 1,000
    Thompson Foundation for Autism
    2718 Forum Blvd Suite 3A
    Columbia,MO65203     		None PC General Charitable 2,500
    Trickle Up
    104 W 27th Street 12th Floor
    New York,NY10001     		None PC General Charitable 1,000
    UJA-Federation of New York
    130 East 59th Street Suite 923C
    New York,NY10022     		None PC General Charitable 1,500
    UJA-Federation of New York
    130 East 59th Street Suite 923C
    New York,NY10022     		None PC General Charitable 5,000
    United Hospital Fund
    1411 Broadway 12th Floor
    New York,NY10018     		None PC General Charitable 1,000
    United States Holocaust Memorial Museum
    60 East 42nd Street Suite 2540
    New York,NY10165     		None PC General Charitable 1,000
    University of Minnesota Foundation
    University of Minnesota Foundation
    Minneapolis,MN55486     		None PC General Charitable 250
    University of Virginia
    University of Virginia PO box 400
    Charlottesville,VA22904     		None PC General Charitable 500
    Untermyer Gardens Conservancy
    33 South Broadway
    Yonkers,NY10701     		None PC General Charitable 1,000
    upLIFTing Awards
    2381 Belmont Ave
    Bronx,NY10458     		None PC General Charitable 1,000
    Washington Institute
    1828 L Street NW Suite 1050
    Washington,DC20036     		None PC General Charitable 500
    Wave Hill
    675 W 252nd Street
    Bronx,NY10471     		None PC General Charitable 1,000
    Wave Hill
    675 W 252nd Street
    Bronx,NY10471     		None PC General Charitable 1,000
    Westhab Inc
    8 Bashford Street
    New York,NY10701     		None EOF General Charitable 1,000
    WGA Caddie Scholarship Fund
    49 Knollwood Road
    Elmsford,NY10523     		None PC General Charitable 500
    Women's Cancer Resource
    5741 Telegraph Avenune
    Oakland,CA94609     		None PC General Charitable 500
    Woods Hole Research Center
    149 Woods Hole Road
    Falmouth,MA02540     		None PC General Charitable 2,000
    Total .................................bullet 3a 334,082
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 58  
    4 Dividends and interest from securities....     14 119,470  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income..... 525990 3,815 15 16,363  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 111,615  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 3,815 247,506  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13251,321
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    BACHMANN STRAUSS FAMILY FUND
    c/o Joe Vet
    Employer identification number

    13-6043497
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    BACHMANN STRAUSS FAMILY FUND
    c/o Joe Vet         		Employer identification number

    13-6043497
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    THOMAS W STRAUSS  
    100 GREAT OAKS BLVD 125
     
    ALBANY, NY12203

    		$155,938


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    TRACEY STRAUSS  
    100 GREAT OAKS BLVD 125
     
    ALBANY, NY12203

    		$354,393


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    BACHMANN STRAUSS FAMILY FUND
    c/o Joe Vet         		Employer identification number

    13-6043497
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    BACHMANN STRAUSS FAMILY FUND
    c/o Joe Vet         		Employer identification number

    13-6043497
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    BACHMANN STRAUSS FAMILY FUND
    c/o Joe Vet
    EIN: 13-6043497
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BENDER LANE ADVISORY FEES 15,855 15,855    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    BACHMANN STRAUSS FAMILY FUND
    c/o Joe Vet
    EIN: 13-6043497
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    BACHMANN STRAUSS FAMILY FUND
    c/o Joe Vet
    EIN: 13-6043497
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB 2,531,011 2,816,907
    FIRST MANHATTAN 663,356 730,453

    TY 2014 InvestmentsOtherSchedule2
    Name:
    BACHMANN STRAUSS FAMILY FUND
    c/o Joe Vet
    EIN: 13-6043497
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BANKERS TRUST SPECIAL   0 10,268
    FIR TREE INT'L VALUE FUND   0 95,693
    RCG LONGVIEW II   47,463 80,514
    RAMIUS VINTAGE FUND (TAPESTRY)   0 0
    HCP PRIVATE EQUITY III   556,500 1,089,754
    ORCHARD SQUARE CREDIT FUND   300,000 336,301
    OCA WESLEY MORTGAGE REIT FUND   263,159 265,404
    MILLENIUM INTERNATIONAL FUND   400,000 549,181
    PERSHING SQUARE INTL LTD   450,000 694,704
    COWEN HEALTHCARE ROYALTY PTNRS   197,805 197,378
    STARBOARD VALUE & OPP FUND LTD   300,000 435,604
    STARBOARD LEADERS FUND   327,633 415,764
    RCG LONGVIEW DEBT FUND V   166,975 162,961
    OCA STRATEGOS RMBS FUND   397,216 406,947

    TY 2014 LegalFeesSchedule
    Name:
    BACHMANN STRAUSS FAMILY FUND
    c/o Joe Vet
    EIN: 13-6043497
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES        


    TY 2014 OtherExpensesSchedule
    Name:
    BACHMANN STRAUSS FAMILY FUND
    c/o Joe Vet
    EIN: 13-6043497
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NY STATE FILING FEE 688      
    US TREASURY-INTEREST/PENALTIES 0      
    CHARLES SCHWAB-DEDUCTIONS 356      
    GREENHAVEN-DEDUCTIONS 50 50    
    RCG LONGVIEW II-DEDUCTIONS 835 835    
    OCA WESLEY REIT-DEDUCTIONS 2,758 2,758    
    COWEN HEALTHCARE-DEDUCTIONS 10,672 10,672    
    RCG LONGVIEW DEBT V-DEDUCTIONS 4,343 4,343    
    OCA STRATEGOS-DEDUCTIONS 7,131 7,131    


    TY 2014 OtherIncomeSchedule2
    Name:
    BACHMANN STRAUSS FAMILY FUND
    c/o Joe Vet
    EIN: 13-6043497
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RCG LONGVIEW II-ordinary business income 2 2  
    RCG LONGVIEW II-NET RENTAL REAL ESTATE 16 16  
    RCG LONGVIEW II-OTHER INCOME 21 21  
    HEALTHCARE ROYALTY PART-ROYALTIES 16,865 13,050  
    CHARLES SCHWAB NON-DIVIDEND DISTRIBUTION 1,364    
    FEDERAL TAX REFUND 1,910    


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    BACHMANN STRAUSS FAMILY FUND
    c/o Joe Vet
    EIN: 13-6043497
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFIT MANAGEMENT FEES 26,850 26,850    


    TY 2014 TaxesSchedule
    Name:
    BACHMANN STRAUSS FAMILY FUND
    c/o Joe Vet
    EIN: 13-6043497
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 1,660 1,660    
    UNITED STATES TREASURY 5,000 0