JUDITH ANN LABIENIEC CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JUDITH ANN LABIENIEC CHARITABLE FOUNDATION (EIN 74-6531573)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-13
IRS object ID
202433189349102513
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T14:02:29-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061386717PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PALMER LATKO LEDAS PAGE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 TOWER LANE SUITE 305AddressLine1Txt
CityAVONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP060014212ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746531573EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUDITH ANN LABIENIEC CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION C/O LISA TROY TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJUDIBusinessNameControlTxt
Phone8605585756PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 TALL TIMBERS DRIVEAddressLine1Txt
CityFARMINGTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06032ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA B TROYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8605585756PhoneNum
Signature2024-11-11SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD A FARINA CPAPreparerPersonNm
PTINP00845616PTIN
Phone8606771000PhoneNum
Preparation2024-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,013,173FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,957InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,957InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,957InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$56,019DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,019DividendsNetInvstIncmAmt
Dividends Adj Net Incm$56,019DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$105,723NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$171,522GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$105,723CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$163,699TotalRevAndExpnssAmt
Total Net Invst Incm$163,699TotalNetInvstIncmAmt
Total Adj Net Incm$57,976TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$57,699CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,550AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,550AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$2,275TaxesRevAndExpnssAmt
Taxes Adj Net Incm$2,275TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$61,524TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,825TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$140,942ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$140,942ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$202,466TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,825TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$140,942TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$38,767ExcessRevenueOverExpensesAmt
Net Investment Income$163,699NetInvestmentIncomeAmt
Adjusted Net Income$54,151AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$29,824SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,548SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,548SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,735,410CorporateStockBOYAmt
Corporate Stock EOY$2,973,613CorporateStockEOYAmt
Corporate Stock EOYFMV$2,973,613CorporateStockEOYFMVAmt
Corporate Bonds BOY$17,250CorporateBondsBOYAmt
Corporate Bonds EOY$18,500CorporateBondsEOYAmt
Corporate Bonds EOYFMV$18,500CorporateBondsEOYFMVAmt
Other Assets BOY$2,762OtherAssetsBOYAmt
Other Assets EOY$512OtherAssetsEOYAmt
Other Assets EOYFMV$512OtherAssetsEOYFMVAmt
Total Assets BOY$2,785,246TotalAssetsBOYAmt
Total Assets EOY$3,013,173TotalAssetsEOYAmt
Total Assets EOYFMV$3,013,173TotalAssetsEOYFMVAmt
Grants Payable BOY$133,228GrantsPayableBOYAmt
Grants Payable EOY$140,942GrantsPayableEOYAmt
Total Liabilities BOY$133,228TotalLiabilitiesBOYAmt
Total Liabilities EOY$140,942TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1NoDonorRstrNetAssestsBOYAmt
Donor Rstr Net Assets BOY$2,652,017DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$2,872,231DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,652,018TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,872,231TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,785,246TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,013,173TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,652,018TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$38,767ExcessRevenueOverExpensesAmt
Other Increases$258,980OtherIncreasesAmt
Subtotal$2,872,231SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,872,231TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1000 GENERAL MOTORSP2014-03-052023-12-18$35,830$37,609-$1,779-$1,779
500 GENERAL MOTORSP2014-04-142023-12-18$17,915$16,139$1,776$1,776
50 NORTHROP GRUMMAN COP2013-02-072023-12-18$23,113$3,264$19,849$19,849
100 ORGANON & COP2005-06-302023-12-18$1,311$1,469-$158-$158
100 THE CIGNA GROUPP2005-06-302023-12-18$29,149$3,568$25,581$25,581
50 THE CIGNA GROUPP2005-06-302024-01-02$15,064$1,784$13,280$13,280
300 ADVANCED MICRO DEVICESP2016-10-242024-04-17$49,140$1,966$47,174$47,174
FieldValueIRS element (for citing)
Capital Gain Net Income$105,723CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,275InvestmentIncomeExciseTaxAmt
Subtotal$2,275SubtotalAmt
Tax Based On Investment Income$2,275TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,302EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,302TotalPaymentsAndCreditsAmt
Overpayment$27OverpaymentAmt
Applied To ES Tax$27AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLISA B TROYIndividualWithBooksNm
Phone8605585756PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line127 TALL TIMBERS DRIVEAddressLine1Txt
CityFARMINGTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06032ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LISA B TROY
27 TALL TIMBERS DRIVEFARMINGTONCT06032TRUSTEE000.00$0$0$0
MATTHEW TROY
27 TALL TIMBERS DRIVEFARMINGTONCT06031TRUSTEE000.00$19,233$0$0
MICHAEL TROY
27 TALL TIMBERS DRIVEFARMINGTONCT06032TRUSTEE000.00$19,233$0$0
SAMANTHA TROY
27 TALL TIMBERS DRIVEFARMINGTONCT06032TRUSTEE000.00$19,233$0$0
JOSEPH TROY
27 TALL TIMBERS LANEFARMINGTONCT06032TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,883,139AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,826AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,907,965TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,907,965AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,619CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,864,346NetVlNoncharitableAssetsAmt
Minimum Investment Return$143,217MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$143,217MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,275TaxBasedOnInvestmentIncomeAmt
Total Tax$2,275TotalTaxAmt
Distributable Before Adj$140,942DistributableBeforeAdjAmt
Distributable Before Ded$140,942DistributableBeforeDedAmt
Distributable As Adjusted$140,942DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$140,942ExpensesAndContributionsAmt
Qualifying Distributions$140,942QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$140,942DistributableAsAdjustedAmt
Qualifying Distributions$140,942QualifyingDistributionsAmt
Applied To Current Year$140,942AppliedToCurrentYearAmt
Undistributed Income CY$0UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VNA
205 WEST MAIN STREETNEW BRITAINCT06052NONE501 (C)(3)PROVIDE HOME HEALTH AND COMM SERVICE$23,491
PRUDENCE CRANDALL CENTER INC
PO BOX 895NEW BRITAINCT06050NONE501 (C) (3)VICTIMS OF DOMESTIC VIOLENCE$23,491
ST LUCIAN'S RESIDENCE INC
532 NORTH BURRITT STREETNEW BRITAINCT06053NONE501(C)(3)CARE FOR ELDERLY INDIVIDUALS$23,490
DAUGHTERS OF MARY IMMACULATE
314 OSGOOD AVENEW BRITAINCT06053NONE501(C)(3)SUPPORT CONGREGATION RELIGIOUS WOMEN$23,490
SACRED HEART OF JESUS CHURCH
158 BROAD STNEW BRITAINCT06053NONE501(C)(3)FURTHER ADVANCMENT OF RELIGION$23,490
SALVATION ARMY
440 W NYACK ROADWEST NYACKNY10994NONE501(C)(3)PROVIDE RELIEF POOR AND UNDERPRIV$23,490
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$140,942TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,957ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,019ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$105,723ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$163,699ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$163,699TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,550Amt
Adjusted Net Income$1,550AdjustedNetIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondPHOENIX COS 7.45% BONDBondNm
EOY Book Value$18,500EOYBookValueAmt
EOYFMV$18,500EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADVANCEDMICRO DEVICES$275,757$275,757
AMER EAGLE OUTFITTERS$29,940$29,940
AMGEN INC$437,430$437,430
APPLE INC$84,248$84,248
BRISTOL MYERS SQUIBB CO$41,530$41,530
DIDI GLOBAL INC$41,400$41,400
DUTCH BROS INC$31,050$31,050
GENERAL MOTORS CO
IBM CORP$69,180$69,180
JOHNSON & JOHNSON$292,320$292,320
JP MORGAN CHASE & CO$121,356$121,356
MCDONALDS CORP$101,936$101,936
MICROSOFT CORP$446,950$446,950
NORTHROP GRUMMAN CO$196,177$196,177
ORGANON & CO
PROCTOR & GAMBLE$164,920$164,920
QUALCOMM INC$99,590$99,590
QUEST DIAGNOSTIC INC$82,128$82,128
RAYTHEON TECHNOLOGIES$20,078$20,078
STARBUCKS CORP$155,700$155,700
THE CIGNA CORP$82,643$82,643
THE COCA COLA CO$63,650$63,650
UBER TECHNOLOGIES$36,340$36,340
WALT DISNEY CO$99,290$99,290

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS IN TRANSIT$460$485$485
IRS INCOME TAX OVERPAYMENT$2,302$27$27

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAIN ON INVESTMENTDesc
Amt$258,980Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INVESTMENT INCOME EXCISECategoryTxt
Amt$2,275Amt
Adjusted Net Income$2,275AdjustedNetIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.