3 BS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- 3 BS FOUNDATION INC (EIN 11-3752909)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202421359349101817
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:02:15-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135069335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY INTERNATIONAL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113752909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 3 B'S FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 3BSF | BusinessNameControlTxt |
| Phone | 2126323000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO FIDUCIARY TR CO 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BEEBE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126323000 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | BEEBE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN WONG | PreparerPersonNm |
| PTIN | P00293096 | PTIN |
| Phone | 2126323000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $2,028,415 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $231,003 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $59,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,825 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,329 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $285,462 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,028 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,465 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,772 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,693 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,041 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $654 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $426 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $420 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,432 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,963 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,019 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,019 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,801 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,432 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,982 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $173,661 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,596 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,473 | CashBOYAmt |
| Cash EOY | $57,938 | CashEOYAmt |
| Cash EOYFMV | $57,938 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $364,500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $615,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,500 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $68,830 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $68,830 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $68,655 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $588,911 | CorporateStockBOYAmt |
| Corporate Stock EOY | $528,514 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,445,384 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $387,093 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $412,193 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $394,938 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,509,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,682,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,028,415 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $957,829 | CapitalStockBOYAmt |
| Capital Stock EOY | $957,829 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $551,978 | RetainedEarningBOYAmt |
| Retained Earning EOY | $724,646 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,509,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,682,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,509,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,682,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,509,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $173,661 | ExcessRevenueOverExpensesAmt |
| Other Increases | $654 | OtherIncreasesAmt |
| Subtotal | $1,684,122 | SubtotalAmt |
| Other Decreases | $1,647 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,682,475 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 225 SHS DEVON ENERGY CORP | P | 2023-06-13 | 2023-08-10 | $11,426 | $11,434 | -$8 | -$8 |
| 275 FREEPORT-MCMORAN INC | P | 2023-03-27 | 2023-12-13 | $10,271 | $10,308 | -$37 | -$37 |
| 195 ISHARES CORE S&P SMALL-CAP ETF | P | 2022-11-29 | 2023-11-06 | $18,161 | $19,388 | -$1,227 | -$1,227 |
| 200 MOSAIC CO/THE | P | 2022-09-13 | 2023-03-24 | $8,294 | $10,677 | -$2,383 | -$2,383 |
| 45 SHS RTX CORP | P | 2023-06-13 | 2023-12-14 | $3,675 | $4,512 | -$837 | -$837 |
| 45 SHS ADOBE INC | P | 2016-11-09 | 2023-03-27 | $16,804 | $4,835 | $11,969 | $11,969 |
| 475 SHS FRANKLIN SHORT DURATION US GOVT | P | 2020-07-29 | 2023-11-28 | $42,546 | $45,595 | -$3,049 | -$3,049 |
| 965.779 SHS MATTHEWS JAPAN FUND | P | 1929-03-21 | 2023-02-09 | $15,192 | $20,011 | -$4,819 | -$4,819 |
| 105 SHS RTX CORP | P | 2022-06-14 | 2023-12-14 | $8,575 | $9,563 | -$988 | -$988 |
| 0.3333 SHS VERALTO CORP | P | 2014-02-07 | 2023-10-02 | $28 | $7 | $21 | $21 |
| 150 VERIZON COMMUNICATIONS INC | P | 2020-12-29 | 2023-05-31 | $5,357 | $8,824 | -$3,467 | -$3,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,825 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $662 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $662 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $142 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST CO INTL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126323000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID C BEEBE III | ||||||||
| C/O FIDUCIARY TR 280 PARK AVE | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SCOTT M BEEBE | ||||||||
| C/O FIDUCIARY TR 280 PARK AVE | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,777,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $514,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,292,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,292,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,387 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,258,062 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $662 | TotalTaxAmt |
| Distributable Before Adj | $112,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,241 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,982 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $99,982 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $94,017 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,982 | QualifyingDistributionsAmt |
| Applied To Year1 | $94,017 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,965 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $106,276 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLANTIC WHITE SHARK CONSERVANCY | |||||||
| 235 ORLEANS RD | NORTH CHATHAM | MA | 02650 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,670 |
| FOUNDER'S HALL FOUNDATION INC | |||||||
| 193 DANBURY ROAD | RIDGEFIELD | CT | 06877 | NONE | PUBLIC CHARITY | FOUNDERS HALL SENIOR CLASS | $5,000 |
| FRIENDS OF RIDGEFIELD COMMUNITY PROGRAMS | |||||||
| 400 MAIN STREET | RIDGEFIELD | CT | 06877 | NONE | PUBLIC CHARITY | LIBRARY PROGRAMS | $10,000 |
| NEIGHBORHOOD STUDIOS | |||||||
| 391 E WASHINGTON AVE | BRIDGEPORT | CT | 06608 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| RIDGEFIELD CONGREGATIONAL CHURCH | |||||||
| 103 MAIN ST | RIDGEFIELD | CT | 06877 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| RIDGEFIELD LIBRARY | |||||||
| 472 MAIN ST | RIDGEFIELD | CT | 06877 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| RIDGEFIELD SYMPHONY ORCHESTRA | |||||||
| 77 DANBURY RD | RIDGEFIELD | CT | 06877 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,009 |
| SAINT TIMOTHY CATHOLIC SCHOOL | |||||||
| 13809 POPLAR TREE RD | CHANTILLY | VA | 20151 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $12,500 |
| WOLF CONSERVATION CENTER INC | |||||||
| 7 BUCK RUN ST | SOUTH SALEM | NY | 10590 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $15,670 |
| PINE ISLAND AUDUBON SANCTUARY | |||||||
| 300 AUDUBON DR | COROLLA | NC | 27927 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,170 |
| KEELER TAVERN AND MUSEUM | |||||||
| 152 MAIN ST | RIDGEFIELD | CT | 06877 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| FRACTURED ATLAS | |||||||
| 248 W 35TH ST 10TH FL | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| WOODCOCK NATURE CENTER | |||||||
| 56 DEER RUN RD | WILTON | CT | 06897 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,019 | 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 | 14 | ExclusionCd |
| Exclusion | $59,281 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,825 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,459 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,459 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID C BEEBE JR CHARITABLE LEAD UN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FIDUCIARY TRUST CO 280 PARK AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $231,003 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FRANKLIN SHORT DURATION US GOVT 785 SHS | $75,196 | $70,627 |
| FRANKLIN US GOVERNMENT SECURITIES FUND 16264.2400 SHS | $95,715 | $83,923 |
| ISHARES 3-7 YEAR TREASURY BOND ETF 205 SHS | $23,671 | $24,012 |
| ISHARES INTERMEDIATE-TERM CORP BOND ETF 3246 SHS | $170,587 | $168,793 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF 615 SHS | $47,024 | $47,583 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES 300 SHS | $6,106 | $33,021 |
| AIR PRODUCTS & CHEMICALS INC 40 SHS | $12,211 | $10,952 |
| ALPHABET INC CLASS C 500 SHS | $6,826 | $70,465 |
| AMAZON.COM INC 300 SHS | $4,433 | $45,582 |
| AMERICAN ELECTRIC POWER CO INC 65 SHS | $5,311 | $5,279 |
| AMERICAN WATER WORKS CO INC 65 SHS | $8,046 | $8,579 |
| AMETEK INC NEW 60 SHS | $7,475 | $9,893 |
| APPLE INC 505 SHS | $2,940 | $97,228 |
| ASTRAZENECA PLC SPONS ADR 155 SHS | $6,460 | $10,439 |
| BLACKROCK INC 35 SHS | $5,650 | $28,413 |
| CHARLES SCHWAB CORP 320 SHS | $11,552 | $22,016 |
| CHEVRON CORP 59 SHS | $6,399 | $8,800 |
| COMCAST CORP CL A 160 SHS | $3,302 | $7,016 |
| CONOCOPHILLIPS 215 SHS | $7,617 | $24,955 |
| CONSTELLATION BRANDS INC CL A 65 SHS | $12,856 | $15,714 |
| COSTCO WHOLESALE CORP 80 SHS | $9,178 | $52,806 |
| CROWN CASTLE INTEL CORP 120 SHS | $17,374 | $13,823 |
| DANAHER CORP 175 SHS | $8,710 | $40,486 |
| DODGE & COX INTERNATIONAL STOCK FUND 1739.47 SHS | $71,998 | $85,512 |
| EATON CORP 65 SHS | $8,704 | $15,653 |
| ECOLAB INC 50 SHS | $6,696 | $9,918 |
| ELECTRONIC ARTS 75 SHS | $6,111 | $10,261 |
| FRANKLIN INTERNATIONAL GROWTH FUND 4232.034 SHS | $39,545 | $70,082 |
| HONEYWELL INTL INC 90 SHS | $13,842 | $18,874 |
| INTL BUSINESS MACHINES CORP 100 SHS | $5 | $16,355 |
| IQVIA HOLDINGS INC 130 SHS | $7,419 | $30,079 |
| ISHARES CORE MSCI EMERGING MARKETS ETF 800 ETF | $37,760 | $40,464 |
| J P MORGAN CHASE & CO 200 SHS | $11,409 | $34,020 |
| LAM RESEARCH CORP 50 SHS | $8,694 | $39,163 |
| LOWES COS INC 100 SHS | $7,969 | $22,255 |
| MASTERCARD INC-CLASS A 170 SHS | $3,621 | $72,507 |
| MCDONALD'S CORP 45 SHS | $8,253 | $13,343 |
| MERCK & CO INC 220 SHS | $12,680 | $23,984 |
| MICROCHIP TECHNOLOGY INC 430 SHS | $9,647 | $38,777 |
| MICROSOFT CORP 75 SHS | $9,011 | $28,203 |
| MORGAN STANLEY 315 SHS | $14,603 | $29,374 |
| NESTLE S A SPONSORED ADR REPSTG REG SH 65 SHS | $4,901 | $7,516 |
| NEXTERA ENERGY INC 300 SHS | $9,636 | $18,222 |
| NIKE INC CL B 270 SHS | $3,511 | $29,314 |
| NVIDIA CORP 200 SHS | $8,266 | $99,044 |
| PEPSICO INC 40 SHS | $2,586 | $6,794 |
| PROCTER & GAMBLE CO 65 SHS | $8,349 | $9,524 |
| REPUBLIC SERVICES INC CL A 100SHS | $13,154 | $16,491 |
| SALESFORCE.COM INC 100 SHS | $5,692 | $26,314 |
| SERVICENOW INC 50 SHS | $8,712 | $35,325 |
| STARBUCKS CORP 185 SHS | $6,953 | $17,762 |
| STRYKER CORP 45 SHS | $7,947 | $13,476 |
| TEXAS INSTRUMENTS INC 75 SHS | $11,381 | $12,785 |
| TJX COS INC NEW 270 SHS | $7,282 | $25,329 |
| UNITEDHEALTH GROUP INC 35 SHS | $8,588 | $18,426 |
| VERALTO CORP | $1,143 | $4,771 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $68,830 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $68,655 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND CASH ADJUSTMENT | $1,038 |
| RETURN OF CAPITAL BASIS ADJUSTMENT | $246 |
| ACCRUED INTEREST PAID | $363 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | $0 | $250 |
| NEW YORK LAW JOURNAL | $170 | $0 | $170 |
| ADR FEE | $6 | $6 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK OF NY MELLON LITIGATION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTING ADJUSTMENT | Desc |
| Amt | $654 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $13,465 | Amt |
| Net Investment Income | $10,772 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,693 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID C BEEBE JR CHARITABLE LEAD UNITRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FIDUCIARY TR CO 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $654 | $654 | $0 |
| FEDERAL TAX PAID CURRENT YEAR | $387 | $0 | $0 |
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