Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE BULLER FOUNDATION
C/O KWM CPAS LLP
Number and street (or P.O. box number if mail is not delivered to street address)100 JERICHO QUADRANGLE 220
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JERICHO, NY11753
A Employer identification number

47-1291497
B Telephone number (see instructions)

(516) 667-0742
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,707,837J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 1,996,553
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,942 4,942  
4 Dividends and interest from securities... 49,562 49,562  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,032
b Gross sales price for all assets on line 6a 348,136
7 Capital gain net income (from Part IV, line 2)... 66,032
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).......      
12 Total. Add lines 1 through 11........ 2,117,089 120,536 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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
List of Attached Documents:
// Content
390 140 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 390 140 0 0
25 Contributions, gifts, grants paid....... 369,520 369,520
26 Total expenses and disbursements. Add lines 24 and 25 369,910 140 0 369,520
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,747,179
b Net investment income (if negative, enter -0-) 120,396
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 45,960 78,691 78,691
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 2,716,110 Click to see attachment
List of Attached Documents:
// Content
4,430,558 		6,629,146
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,762,070 4,509,249 6,707,837
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,762,070 4,509,249
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,762,070 4,509,249
30 Total liabilities and net assets/fund balances (see instructions). 2,762,070 4,509,249
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,762,070
2
Enter amount from Part I, line 27a .....................
2
1,747,179
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,509,249
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,509,249
Form 990-PF (2023)
Form 990-PF (2023)
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 JPM UNCON DBT I P 2015-03-27 2023-05-30
b JPM EQ FOC I P 2015-03-27 2023-05-30
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 92,992   99,930 -6,938
b 235,515   182,174 53,341
c 19,629     19,629
d
e
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       -6,938
b       53,341
c       19,629
d
e
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 66,032
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,674
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 1,674
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,674
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,758
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,758
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,084
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,084 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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
 
No
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
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 addressright arrowN/A
14
The books are in care ofright arrowMITCHELL KAHN Telephone no.right arrow (516) 667-0742

Located atright arrow100 JERICHO QUADRANGLE STE 220JERICHONY ZIP+4right arrow11753
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
JAMES BULLER TRUSTEE
0.00 		0 0 0
800 S OCEAN BOULEVARD UNIT 505
BOCA RATON,FL33432
CHERYL BULLER TRUSTEE
0.00 		0 0 0
800 S OCEAN BOULEVARD UNIT 505
BOCA RATON,FL33432
ANNA BULLER TRUSTEE
0.00 		0 0 0
301 EAST 81ST STREET APT 9B
NEW YORK,NY10028
JESSE BULLER TRUSTEE
0.00 		0 0 0
111 MURRAY STREET APT 41W
NEW YORK,NY10007
MITCHELL KAHN TRUSTEE
0.00 		0 0 0
11 KEVIN COURT
MUTTONTOWN,NY11753
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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  
Part VIII-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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
4,189,147
b
Average of monthly cash balances.......................
1b
164,666
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,353,813
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,353,813
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
65,307
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,288,506
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
214,425
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
214,425
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,674
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,674
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
212,751
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
212,751
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
212,751
Part XI
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
369,520
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
369,520
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 212,751
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 8,135
b From 2019...... 8,642
c From 2020...... 46,782
d From 2021......  
e From 2022...... 37,627
f Total of lines 3a through e ........ 101,186
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 369,520
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 212,751
e Remaining amount distributed out of corpus 156,769
5 Excess distributions carryover applied to 2023. 0 0
(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 5 257,955
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		8,135
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		249,820
10 Analysis of line 9:
a Excess from 2019.... 8,642
b Excess from 2020.... 46,782
c Excess from 2021....  
d Excess from 2022.... 37,627
e Excess from 2023.... 156,769
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MITCHELL KAHN
100 JERICHO QUAD SUITE 220
JERICHO,NY11753
(516) 667-0742
bThe form in which applications should be submitted and information and materials they should include:
MAIL. INFORMATION REGARDING PURPOSE AND NATURE OF CHARITY.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ALZHEIMERS DRUG DISCOVERY FOUNDATION

57 WEST 57TH ST SUITE 904
NEW YORK,NY10019 		  PUBLIC CHARITY SUPPORT ALZHEIMERS RESEARCH 10,000

AMERICAN ASSOC BEN-GURION UNIVERSITY

1001 AVENUE OF THE AMERICAS 19TH
FLOOR
NEW YORK,NY10018 		  PUBLIC CHARITY PROMOTE HIGHER LEARNING 1,800

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER ST
NEW YORK,NY10038 		  PUBLIC CHARITY PREVENTION SERVICES 10,000

AMERICAN FRIENDS OF BAR-ILAN UNIVERSITY

160 E 56TH ST 5
NEW YORK,NY10022 		  PUBLIC CHARITY PROMOTE HIGHER LEARNING 1,800

AMERICAN FRIENDS OF MAGEN DAVID ADOM

352 SEVENTH AVENUE SUITE 400
NEW YORK,NY10001 		  PUBLIC CHARITY TO SAVE LIVES IN ISREAL 101,800

AMERICAN FRIENDS OF S MEDICAL CENTER

205 WEST 86TH STREET 511A
NEW YORK,NY10024 		  PUBLIC CHARITY TO SAVE LIVES IN ISRAEL 1,800

AMERICAN FRIENDS OF THE HEBREW UNIVERSITY

1 BATTERY PARK PLAZA 25TH FLOOR
NEW YORK,NY10004 		  PUBLIC CHARITY PROMOTE HIGHER LEARNING 1,800

AMERICAN JEWISH COMMITTEE

165 EAST 56TH STREET
NEW YORK,NY10022 		  PUBLIC CHARITY ENHANCE THE WELL-BEING OF THE JEWISH PEOPLE 1,800

AMERICAN TECHNION SOCIETY

55 EAST 59TH STREET
NEW YORK,NY10022 		  PUBLIC CHARITY PROMOTE TECHNOLOGY 1,800

BIRTHRIGHT ISRAEL FOUNDATION

PO BOX 5892
HICKSVILLE,NY11802 		  PUBLIC CHARITY FOSTER YOUNG JEWISH AWARENESS AND CONNECTION TO ISRAEL 100,000

BOCA RATON REGIONAL HOSPITAL

800 MEADOWS RD
BOCA RATON,FL33486 		  PUBLIC CHARITY WOMENS HEALTH CARE 1,800

BREAST CANCER RESEARCH FOUNDATION

60 EAST 56TH STREET 8TH FLOOR
NEW YORK,NY10022 		  PUBLIC CHARITY CANCER RESEARCH 10,000

COLEL CHABAD

806 EASTERN PARKWAY
BROOKLYN,NY11213 		  PUBLIC CHARITY SOUP KITCHENS AND FOOD BANKS 54,000

DOROT

171 W 85TH ST
NEW YORK,NY10024 		  PUBLIC CHARITY SOCIAL SERVICES 1,800

FRIENDS OF THE IDF

PO BOX 4224
NEW YORK,NY10163 		  PUBLIC CHARITY TO SUPPORT THE ISRAEL DEFENSE FORCES 39,600

FRIENDS OF YAD SARAH

445 PARK AVE
NEW YORK,NY10022 		  PUBLIC CHARITY FITNESS CENTER FOR SPECIAL NEEDS 1,000

HILLEL INTERNATIONAL

800 EIGHTH STREET NW
WASHINGTON,DC20001 		  PUBLIC CHARITY PROMOTE EDUCATION 1,800

JEWISH NATIONAL FUND

42 EAST 69TH STREET
NEW YORK,NY10021 		  PUBLIC CHARITY MAKE A DIFFERENCE IN PEOPLE LIVES 360

MEIR PANIM

88 WALTON ST
BROOKLYN,NY11206 		  PUBLIC CHARITY SOCIAL SERVICES 360

MEMORIAL SLOAN KETTERING

1275 YORK AVENUE
NEW YORK,NY10065 		  PUBLIC CHARITY HELP FIND A CURE FOR CANCER 1,800

NATIONAL JEWISH OUTREACH PROGRAM

989 SIXTH AVENUE
NEW YORK,NY10018 		  PUBLIC CHARITY PROMOTE JEWISH HERITAGEPROMOTE JEWISH HERITAGE 180

ST JUDE

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		  PUBLIC CHARITY MAKE A DIFFERENCE IN PEOPLE LIVES 1,800

STAND WITH US

PO BOX 341069
LOS ANGELES,CA90034 		  PUBLIC CHARITY PROMOTE EDUCATION 7,200

THE LUSTGARTEN FOUNDATION

1111 STEWART AVENUE
BETHPAGE,NY11714 		  PUBLIC CHARITY HELP CURE CANCER 1,000

THE WATER PROJECT

17 DEPOT STREET - 2ND FLOOR
CONCORD,NH03301 		  PUBLIC CHARITY MAKE A DIFFERENCE IN PEOPLE LIVES 1,800

WORLD JEWISH CONGRESS

501 MADISON AVENUE
NEW YORK,NY10022 		  PUBLIC CHARITY SUPPORT CULTURE 360

AMERICAN COMMITTEE FOR THE WEIZMAN INSTITUTE OF SCIENCE

633 3RD AVENUE
NEW YORK,NY10017 		  PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,800

AMERICAN SOCIETY FOR YAD VASHEM

500 5TH AVENUE 42ND FL
NEW YORK,NY10110 		  PUBLIC CHARITY CHARITABLE CONTRIBUTION 360

FACTS AND LOGIC ABOUT THE MIDDLE EAST (FLAME)

PO BOX 3460
BERKELEY,CA94703 		  PUBLIC CHARITY CHARITABLE CONTRIBUTION 180

FRIENDS OF CHABAD

75 POWERHOUSE ROAD
ROSLYN HEIGHTS,NY11577 		  PUBLIC CHARITY CHARITABLE CONTRIBUTION 7,200

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE-STE 200
RYE BROOK,NY10573 		  PUBLIC CHARITY CHARITABLE CONTRIBUTION 360

OVARIAN CANCER RESEARCH ALLIANCE

1101 14TH STREET NW-SUITE 850
WASHINGTON,DC20005 		  PUBLIC CHARITY CHARITABLE CONTRIBUTION 360

SIMON WIESENTHAL CENTER

1399 SOUTH ROXBURY DRIVE
LOS ANGELES,CA90035 		  PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,800
Total .................................right arrow 3a 369,520
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 4,942  
4 Dividends and interest from securities ....     14 49,562  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 66,032  
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) .. 0 120,536 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
120,536
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 RAISE MONEY FROM INVESTMENT ACTIVITIES TO FUND FOUNDATIONS CHARITABLE
2 PURPOSES.
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BULLER FOUNDATION
 
C/O KWM CPAS LLP
EIN:
47-1291497
Name of Stock End of Year Book Value End of Year Fair Market Value
35 SHS ADOBE INC 3,038 20,881
52 SHS ADVANCED MICRO DEVICES INC 773 7,665
20 SHS AGILENT TECHNOLOGIES INC 742 2,781
800 SHS ALIBABA GROUP HOLDINGS 100,725 62,008
188 SHS ALLSTATE CORP 10,900 26,316
500 SHS ALPHABET INC CL C 9,202 70,465
1420 SHS ALPHABET INC CL A 38,615 198,360
1300 SHS AMAZON INC 22,254 197,522
175 SHS AMERICAN INTERNATIONAL GROUP INC 8,031 11,856
2640 SHS APPLE INC 26,588 508,279
60 SHS APPLIED MATERIALS INC 1,023 9,724
10 SHS AUTODESK INC 459 2,435
950 SHS BANK OF AMERICA 10,720 31,987
20 SHS BEST BUY CO INC 566 1,566
40 SHS BIOGEN INC 7,721 10,351
10 SHS BOOKING HOLDINGS INC 9,152 35,472
5 SHS BROADCOM INC 704 5,581
180 SHS CAPITAL ONE FIN 10,999 23,602
493 SHS CAPERPILLAR INC 100,108 145,765
9 SHS CHARTER COMMUNICATIONS INC 1,782 3,498
376 SHS COMCAST CORP NEW CL A 9,178 16,488
240 SHS CSX CORP 1,792 8,321
253 SHS CVS HEALTH CORP 18,266 19,977
165 SHS DANAHER CORP 8,167 38,171
20 SHS DEERE CO 1,491 7,997
250 SHS DWLTA AIR LINES INC 7,670 10,058
125 SHS DISNEY WALT CO 6,175 11,286
30 SHS EATON CORP 1,165 7,225
30 SHS EDWARDS LIFESCIENCES CORP 769 2,288
150 SHS ELEVANCE HEALTH INC 16,950 70,734
260 FORD MOTOR CO 3,707 3,169
54 SHS FORTIVE CORP 1,595 3,976
100 SHS FREEPORT-MCMORAN INC 435 4,257
10 SHS GARMIN LTD 341 1,285
328 GENERAC HJDGS INC 100,474 42,391
6180 SHS GENERAL MOTORS CO 351,546 221,986
208 SHS GILEAD SCIENCES INC 14,388 16,850
16 SHS GLOBAL PMTS INC 831 2,032
210 SHS HESS CORP 17,107 30,274
107 SHS HOME DEPOT INC 8,472 37,081
17 SHS INGERSOLL RAND INC 219 1,315
1445 SHS IBM 200,416 236,330
20 SHS INTUIT INC 1,883 12,501
290 SHS KROGER CO 3,984 13,256
5 SHS LAM RESEARCH CORP 353 3,916
15 SHS LAUDER ESTEE COS INC A 1,198 2,194
114 SHS LEIDOS HOLDINGS INC 2,950 12,339
65 SHS MASTERCARD INC 5,593 27,723
430 SHS META PLATFORMS INC 22,871 152,203
55 SHS MICRON TECHNOLOGY INC 557 4,694
2580 SHS MICROSOFT CORP 497,469 970,183
750 SHS MONSTER BEVERAGE 7,735 43,208
10 SHS MOODYS CORP 856 3,906
31 SHS MORGAN STANLEY 679 2,891
10 SHS NETAPP INC 216 882
25 SHS NETFLIX COM INC 2,274 12,172
30 SHS NEWMONT CORPORATION 603 1,242
186 SHS NIKE INC CL B 6,960 20,194
20 SHS NORFOLK SOUTHERN CORP 1,332 4,728
541 SHS NVIDA 100,861 267,914
157 SHS CCCIDENTIAL PETE CORP CAL 13,511 9,374
35 SHS PAYPAL HOLDINGS INC 1,290 2,149
600 SHS PFIZER INC. 12,879 17,274
138 SHS PHILIP MORRIS INTL INC 12,337 12,983
40 SHS PROGRESSIVE CRP OHIO 1,220 6,371
20 SHS S&P GLOBAL INC 1,634 8,810
264 SHS SALEFORCE INC 7,390 69,469
268 SHS STARBUCKS CORP 8,123 25,731
40 SHS TARGET CORP 2,188 5,697
70 SHS TEXAS INSTRUMENTS 3,551 11,932
30 SHS THERMO FISCHER SCIENTIFIC 3,807 15,924
20 SHS TRANE TECHNOLOGIES PLC 757 4,878
10 SHS UNITED RENTALS INC 458 5,734
104 SHS UNITEDHEALTH GROUP INC 8,017 54,753
163 SHS VALERO ENERGY CORP NEW 7,227 21,190
55 SHS VERALTO CORP 1,078 4,524
74 SHS VIATRIS INC 703 801
220 SHS VISA INC CL A 10,485 57,277
21 SHS VONTIER CORP 270 726
238 SHS WELLS FARGO & CO 9,483 11,714
15 SHS WOLFSPEED INC 357 653
19 SHS WT08 OCCIDENTAL PETROL 94 740
20 SHS ZOETIS INC 961 3,947
4612.48 SHS JP MORGAN SMALL CAP 253,974 249,258
5954.74 SHS JP MORGAN VALUE 178,583 211,512
8503.40 SHS JP MORGAN STRATEGIC 100,000 97,109
234 SHS THE HOME DEPOT 81,282 81,093
418 SHS NVIDA CORPORATION 207,002 207,002
1668 SHS APPLE INC. 322,891 321,140
2440 ALPHABET INC. 344,723 343,869
3285 SHS CHEVRON CORPORATION 491,994 489,991
1462 MICROSOFT CORPORATION 548,659 549,770

TY 2023 OtherExpensesSchedule
Name:
THE BULLER FOUNDATION
 
C/O KWM CPAS LLP
EIN:
47-1291497
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 140 140 0 0
NYS FILING FEES 250 0 0 0