LANBRO FOUNDATION TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LANBRO FOUNDATION TR (EIN 35-6876236)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-02-06
- IRS object ID
- 202430379349100213
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-06T12:16:10-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461126561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GDS TAX SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 232 MADISON AVENUE STE 902 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356876236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANBRO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANB | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO HENNESSY 10 GOAT ISLAND | AddressLine1Txt |
| City | Sheldon | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29941 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA HENNESSY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125998160 | PhoneNum |
| Signature | 2024-02-01 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | HENNESSY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS V CASSERLY CPA | PreparerPersonNm |
| PTIN | P01328093 | PTIN |
| Phone | 2125998160 | PhoneNum |
| Preparation | 2024-02-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $239,243 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,616 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,616 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,651 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,527 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,651 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,267 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,020 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,046 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,046 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,166 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,166 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,351 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,351 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,166 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,101 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,814 | CashBOYAmt |
| Cash EOY | $20,884 | CashEOYAmt |
| Cash EOYFMV | $20,884 | CashEOYFMVAmt |
| US Government Obligations BOY | $34,900 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $34,889 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $32,489 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $157,769 | CorporateStockBOYAmt |
| Corporate Stock EOY | $146,231 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $185,870 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $232,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $202,004 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $239,243 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $771 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $771 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $232,483 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $201,233 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $232,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $201,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $232,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $202,004 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $232,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,250 | ExcessRevenueOverExpensesAmt |
| Subtotal | $201,233 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $201,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VISTRA ENERGY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-11-16 | AcquiredDt |
| Sold | 2023-10-18 | SoldDt |
| Gross Sales Price | $17,527 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,876 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,651 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,651 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,651 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $43 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
| Individual With Books | LISA HENNESSY | IndividualWithBooksNm |
| Phone | 2125998160 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO GDS FINANCIAL 232 MADISON | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA HENNESSY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO GDS FINANCIAL 232 MADISON | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AMI KIDS OF BEAUFORT | Description1Txt |
| Expenses1 | $10,000 | Expenses1Amt |
| Description2 | ST MATTHEWS CHURCH | Description2Txt |
| Expenses2 | $1,300 | Expenses2Amt |
| Description3 | WASHINGTON INTERNATIONAL HORSE SHOW | Description3Txt |
| Expenses3 | $15,000 | Expenses3Amt |
| Description4 | 13 HANDS EQUINE RESCUE | Description4Txt |
| Expenses4 | $1,100 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $218,359 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,346 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $248,705 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $248,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,731 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $244,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,249 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,249 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43 | TotalTaxAmt |
| Distributable Before Adj | $12,206 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,206 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,206 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,351 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,351 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,206 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $114,846 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,369 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,275 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,226 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,556 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $243,272 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,351 | QualifyingDistributionsAmt |
| Applied To Current Year | $12,206 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,145 | RemainingDistriFromCorpusAmt |
| Total Corpus | $265,417 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $114,846 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $150,571 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,369 | ExcessFromYear4Amt |
| Excess From Year3 | $15,275 | ExcessFromYear3Amt |
| Excess From Year2 | $39,226 | ExcessFromYear2Amt |
| Excess From Year1 | $23,556 | ExcessFromYear1Amt |
| Excess From Current Year | $22,145 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER AND LISA HENNESSY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| THE GARDEN CONSERVANCY | |||||
| 20 NAZARETH | Garrison | NY | 10524 | SAVE AND SHARING OF GARDENS | $375 |
| ST MATTHEWS CHURCH | |||||
| PO BOX 732 | Bedford | NY | 10506 | ASSIST WITH PARISH NEEDS | $1,300 |
| PARISH OF ST HELENA | |||||
| 507 NEWCASTLE ST | Beaufort | SC | 29902 | FOR PARRISH NEEDS | $1,000 |
| HYANNIS YACHT CLUB | |||||
| 490 OCEAN STREET | West Barnstable | MA | 02668 | SUPPORT FOR THE SAIL AND SWIM PROGRAM | $100 |
| 13 HANDS EQUINE RESCUE | |||||
| PO BOX 313 | Bedford Hills | NY | 10507 | RESCUES ABUSED HORSES | $1,100 |
| HARWICH CONSERVATION TRUST | |||||
| PO BOX 101 | South Harwich | MA | 02661 | PRESERVATION OF NATURAL LANDS | $450 |
| SHELDON BOYS AND GIRLS CLUB | |||||
| 21 AGNES MAJOR RD | Sheldon | SC | 29941 | YOUTH ORGANIZATION CENTER | $1,000 |
| WASHINGTON INTERNATIONAL HORSE SHOW | |||||
| 3299 K STREET | Washington | DC | 20007 | PROVIDES COMPLEMENTARY TICKETS TO FIRST RESPONDERS | $15,000 |
| GRTA | |||||
| PO BOX 1403 | Greenwich | CT | 06836 | TO MAINTAIN AND PRESERVE RIDING TRAILS | $800 |
| NORTH SALEM BRIDLE TRAILS | |||||
| PO BOX 585 | North Salem | NY | 10560 | MAINTENANCE OF RIDING TRAILS | $250 |
| SAVE OUR SOUND | |||||
| 4 BARNSTABLE RD | Hyannis | MA | 02601 | NANTUCKET SOUND LANDMARK | $250 |
| AMI KIDS OF BEAUFORT | |||||
| 60 HONEY BEE ISLAND | Seabrook | SC | 29940 | HELPING KIDS DISCOVER THEIR POTENTIAL | $10,000 |
| TUNNEL TO TOWERS RUN | |||||
| 2361 HYLAN BLVD | Staten Island | NY | 10306 | PROVIDE MORTGAGE FREE HOMES TO GOLD STAR FAMILIES | $100 |
| WE CAN | |||||
| 783 ROUTE 28 HARWICH PORT | Harwich Port | MA | 02646 | EMPOWERING WOMAN | $668 |
| CENTER FOR COASTAL STUDIES | |||||
| 5 HOLWAY AVENUE | Provincetown | MA | 02657 | PRESERVE AND PROTECT OUR COASTAL AND OCEN ENVIRONM | $500 |
| BRUNSWICK SCHOOL | |||||
| 100 MAHLER | Greenwich | CT | 06830 | ACADEMIC PROGRAMS | $100 |
| BEDFORD RIDING LANES | |||||
| PO BOX 178 | Bedford | NY | 10506 | MAINTAIN RIDING TRAILS | $630 |
| BEDFORD PLAYHOUSE | |||||
| 633 OLD POST ROAD | Bedford | NY | 10506 | CULTURAL AND COMMUNITY HUB | $110 |
| WESTMORELAND SANCTUARY | |||||
| 260 CHESTNUT RIDGE RD | Mount Kisco | NY | 10549 | PRESERVE LAND FOR USE AND ENJOYMENT BY ALL | $300 |
| ANDREW K DWYER FOUNDATION | |||||
| 756 GUARD HILL RD | Bedford | NY | 10506 | PROVIDES SCHOLARSHIPS | $318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,351 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,616 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,651 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,267 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,020 | Amt |
| Net Investment Income | $6,020 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $146,231 | EOYBookValueAmt |
| EOYFMV | $185,870 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $34,889 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $32,489 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKER FEES | $2,614 | $2,614 | $0 | $0 |
| OFFICE | $1,353 | $1,353 | $0 | $0 |
| TRAVEL | $2,450 | $2,450 | $0 | $0 |
| MEALS | $494 | $494 | $0 | $0 |
| POSTAGE | $135 | $135 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NEW YORK TAX | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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