Search icon

THE ACHELIS AND BODMAN FOUNDATION

Company Details

Name: THE ACHELIS AND BODMAN FOUNDATION
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 28 Mar 2014 (11 years ago)
Entity Number: 4552966
ZIP code: 10017
County: New York
Place of Formation: New York
Address: 767 THIRD AVENUE, 4TH FLOOR, NEW YORK, NY, United States, 10017

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TAX SHELTER ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATION 2023 136022018 2024-10-08 THE ACHELIS AND BODMAN FOUNDATION 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-09-01
Business code 813000
Sponsor’s telephone number 2126440322
Plan sponsor’s address 420 LEXINGTON AVENUE, NEW YORK, NY, 10170

Signature of

Role Plan administrator
Date 2024-10-08
Name of individual signing JOHN B KRIEGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-08
Name of individual signing JOHN B KRIEGER
Valid signature Filed with authorized/valid electronic signature
DEFINED CONTRIBUTION PLAN FOR ACHELIS AND BODMAN FOUNDATION 2023 136022018 2024-10-08 THE ACHELIS AND BODMAN FOUNDATION 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-09-01
Business code 813000
Sponsor’s telephone number 2126440322
Plan sponsor’s address 420 LEXINGTON AVENUE, NEW YORK, NY, 10170

Signature of

Role Plan administrator
Date 2024-10-08
Name of individual signing JOHN B KRIEGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-08
Name of individual signing JOHN B KRIEGER
Valid signature Filed with authorized/valid electronic signature
TAX SHELTER ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATION 2022 136022018 2023-07-12 THE ACHELIS AND BODMAN FOUNDATION 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-09-01
Business code 813000
Sponsor’s telephone number 2126440322
Plan sponsor’s address 420 LEXINGTON AVENUE, NEW YORK, NY, 10170

Signature of

Role Plan administrator
Date 2023-05-31
Name of individual signing JOHN B KRIEGER
Role Employer/plan sponsor
Date 2023-05-31
Name of individual signing JOHN B KRIEGER
DEFINED CONTRIBUTION PLAN FOR ACHELIS AND BODMAN FOUNDATION 2022 136022018 2023-07-12 THE ACHELIS AND BODMAN FOUNDATION 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-09-01
Business code 813000
Sponsor’s telephone number 2126440322
Plan sponsor’s address 420 LEXINGTON AVENUE, NEW YORK, NY, 10170

Signature of

Role Plan administrator
Date 2023-05-31
Name of individual signing JOHN B KRIEGER
Role Employer/plan sponsor
Date 2023-05-31
Name of individual signing JOHN B KRIEGER
TAX SHELTER ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATION 2021 136022018 2022-07-13 THE ACHELIS AND BODMAN FOUNDATION 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-09-01
Business code 813000
Sponsor’s telephone number 2126440322
Plan sponsor’s address 420 LEXINGTON AVENUE, NEW YORK, NY, 10170

Signature of

Role Plan administrator
Date 2022-06-21
Name of individual signing JOHN B KRIEGER
Role Employer/plan sponsor
Date 2022-06-21
Name of individual signing JOHN B KRIEGER
DEFINED CONTRIBUTION PLAN FOR ACHELIS AND BODMAN FOUNDATION 2021 136022018 2022-07-13 THE ACHELIS AND BODMAN FOUNDATION 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-09-01
Business code 813000
Sponsor’s telephone number 2126440322
Plan sponsor’s address 420 LEXINGTON AVENUE, NEW YORK, NY, 10170

Signature of

Role Plan administrator
Date 2022-06-21
Name of individual signing JOHN B KRIEGER
Role Employer/plan sponsor
Date 2022-06-21
Name of individual signing JOHN B KRIEGER
DEFINED CONTRIBUTION PLAN FOR ACHELIS AND BODMAN FOUNDATION 2020 136022018 2021-06-28 THE ACHELIS AND BODMAN FOUNDATION 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-09-01
Business code 813000
Sponsor’s telephone number 2126440322
Plan sponsor’s address 420 LEXINGTON AVENUE, NEW YORK, NY, 10170

Signature of

Role Plan administrator
Date 2021-06-28
Name of individual signing JOHN B KRIEGER
Role Employer/plan sponsor
Date 2021-06-28
Name of individual signing JOHN B KRIEGER
TAX SHELTER ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATION 2020 136022018 2021-06-28 THE ACHELIS AND BODMAN FOUNDATION 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-09-01
Business code 813000
Sponsor’s telephone number 2126440322
Plan sponsor’s address 420 LEXINGTON AVENUE, NEW YORK, NY, 10170

Signature of

Role Plan administrator
Date 2021-06-28
Name of individual signing JOHN B KRIEGER
Role Employer/plan sponsor
Date 2021-06-28
Name of individual signing JOHN B KRIEGER
DEFINED CONTRIBUTION PLAN FOR ACHELIS AND BODMAN FOUNDATION 2019 136022018 2020-07-22 THE ACHELIS AND BODMAN FOUNDATION 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-09-01
Business code 813000
Sponsor’s telephone number 2126440322
Plan sponsor’s address 420 LEXINGTON AVENUE, NEW YORK, NY, 10170

Signature of

Role Plan administrator
Date 2020-07-22
Name of individual signing JOHN B KRIEGER
Role Employer/plan sponsor
Date 2020-07-22
Name of individual signing JOHN B KRIEGER
TAX SHELTER ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATION 2019 136022018 2020-07-22 THE ACHELIS AND BODMAN FOUNDATION 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-09-01
Business code 813000
Sponsor’s telephone number 2126440322
Plan sponsor’s address 420 LEXINGTON AVENUE, NEW YORK, NY, 10170

Signature of

Role Plan administrator
Date 2020-07-22
Name of individual signing JOHN B KRIEGER
Role Employer/plan sponsor
Date 2020-07-22
Name of individual signing JOHN B KRIEGER

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 767 THIRD AVENUE, 4TH FLOOR, NEW YORK, NY, United States, 10017

Filings

Filing Number Date Filed Type Effective Date
151125000456 2015-11-25 CERTIFICATE OF MERGER 2015-11-25
140328000601 2014-03-28 CERTIFICATE OF TYPE 2014-03-28

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
13-6022018 Corporation Unconditional Exemption 420 LEXINGTON AVE RM 2803, NEW YORK, NY, 10170-2806 1941-07
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 50,000,000 to greater
Income 10,000,000 to 49,999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 137130810
Income Amount 18102993
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name ACHELIS AND BODMAN FOUNDATION CO MANICE AND BUDD LLP
EIN 13-6022018
Tax Period 202212
Filing Type E
Return Type 990T
File View File
Organization Name ACHELIS AND BODMAN FOUNDATION CO MANICE AND BUDD LLP
EIN 13-6022018
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name ACHELIS AND BODMAN FOUNDATION CO MANICE AND BUDD LLP
EIN 13-6022018
Tax Period 202112
Filing Type E
Return Type 990T
File View File
Organization Name ACHELIS AND BODMAN FOUNDATION CO MANICE AND BUDD LLP
EIN 13-6022018
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name ACHELIS AND BODMAN FOUNDATION CO MANICE AND BUDD LLP
EIN 13-6022018
Tax Period 202012
Filing Type E
Return Type 990PF
File View File
Organization Name ACHELIS AND BODMAN FOUNDATION
EIN 13-6022018
Tax Period 201912
Filing Type P
Return Type 990T
File View File
Organization Name ACHELIS AND BODMAN FOUNDATION
EIN 13-6022018
Tax Period 201912
Filing Type P
Return Type 990PF
File View File
Organization Name ACHELIS AND BODMAN FOUNDATION
EIN 13-6022018
Tax Period 201812
Filing Type P
Return Type 990PF
File View File
Organization Name ACHELIS AND BODMAN FOUNDATION
EIN 13-6022018
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name ACHELIS AND BODMAN FOUNDATION
EIN 13-6022018
Tax Period 201712
Filing Type P
Return Type 990PF
File View File
Organization Name ACHELIS AND BODMAN FOUNDATION
EIN 13-6022018
Tax Period 201712
Filing Type P
Return Type 990T
File View File
Organization Name ACHELIS AND BODMAN FOUNDATION
EIN 13-6022018
Tax Period 201612
Filing Type P
Return Type 990PF
File View File
Organization Name ACHELIS AND BODMAN FOUNDATION
EIN 13-6022018
Tax Period 201612
Filing Type P
Return Type 990T
File View File
Organization Name ACHELIS AND BODMAN FOUNDATION
EIN 13-6022018
Tax Period 201512
Filing Type P
Return Type 990T
File View File

Date of last update: 25 Mar 2025

Sources: New York Secretary of State