LEAH AND ALAIN LEBEC FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEAH AND ALAIN LEBEC FOUNDATION INC (EIN 20-1944833)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-23
- IRS object ID
- 202320829349101102
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-23T11:33:12-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffrey D Haskell | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201944833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Leah and Alain Lebec Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LEAH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | alain lebec | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | alain | PersonFirstNm |
| Person Last | lebec | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $3,494,690 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,255 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,255 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,486 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,486 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$200,959 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,360,008 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$127,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,741 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,593 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,593 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,639 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $20,712 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,682 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,944 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,623 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,682 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $438,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $438,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $476,944 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,623 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $458,682 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$604,162 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $521,396 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $393,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $393,614 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,194,446 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,718,066 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,101,076 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,715,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,111,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,494,690 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,715,842 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,111,680 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,715,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,111,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,715,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,111,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,715,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$604,162 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,111,680 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,111,680 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,360,008 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,560,967 | CostOrOtherBasisAmt |
| Gain Or Loss | -$200,959 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$200,959 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$200,959 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $850 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $850 | SubtotalAmt |
| Tax Based On Investment Income | $850 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $50 | OverpaymentAmt |
| Applied To ES Tax | $50 | AppliedToESTaxAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Alain Lebec | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Christina M Lebec | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Gabriel L Lebec | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Leah Lebec | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Xavier A Lebec | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,259,177 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $427,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,686,709 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,686,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,301 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,631,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,570 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $850 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $850 | TotalTaxAmt |
| Distributable Before Adj | $180,720 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $180,720 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $180,720 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $458,682 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $458,682 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,720 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $113,650 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $128,375 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $285,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $222,679 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $237,865 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $987,699 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $458,682 | QualifyingDistributionsAmt |
| Applied To Current Year | $180,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $277,962 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,265,661 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $113,650 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,152,011 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $128,375 | ExcessFromYear4Amt |
| Excess From Year3 | $285,130 | ExcessFromYear3Amt |
| Excess From Year2 | $222,679 | ExcessFromYear2Amt |
| Excess From Year1 | $237,865 | ExcessFromYear1Amt |
| Excess From Current Year | $277,962 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Alain Lebec | ContributingManagerNm |
| Contributing Manager | Leah Lebec | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILIS INC | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN CORPORATE PARTNERS | |||||||
| 140 E 45TH ST FL 19 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $15,000 |
| CALL A RIDE OF GREENWICH | |||||||
| 37 LAFAYETTE PL | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 |
| EAST END HOSPICE INC | |||||||
| PO BOX 1048 | WESTHAMPTON BEACH | NY | 11978 | N/A | PC | General & Unrestricted | $1,000 |
| EAST HAMPTON HEALTHCARE FOUNDATION | |||||||
| 200 PANTIGO PL | EAST HAMPTON | NY | 11937 | N/A | PC | General & Unrestricted | $1,000 |
| EAST HAMPTON HISTORICAL SOCIETY INC | |||||||
| 151 MAIN ST | EAST HAMPTON | NY | 11937 | N/A | PC | General & Unrestricted | $5,000 |
| EAST HAMPTON MEALS ON WHEELS INC | |||||||
| 33 NEWTOWN LN STE 205 | EAST HAMPTON | NY | 11937 | N/A | PC | General & Unrestricted | $250 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $250 |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $100,000 |
| GREENWICH LIBRARY | |||||||
| 101 W PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 |
| HOME FOR THE AGED OF THE LITTLE SISTERS OF THE POO | |||||||
| 1365 ENFIELD ST | ENFIELD | CT | 06082 | N/A | PC | General & Unrestricted | $5,000 |
| INDIAN RIVER HOSPITAL FOUNDATION INC - CLEVELAND C | |||||||
| PO BOX 128 | VERO BEACH | FL | 32961 | N/A | SO I | General & Unrestricted | $10,000 |
| JOHN'S ISLAND FOUNDATION INC | |||||||
| 6001 HWY A1A PMB 8323 | INDIAN RIVER SHORES | FL | 32963 | N/A | PC | General & Unrestricted | $2,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 |
| MEALS-ON-WHEELS INC OF GREENWICH CONNECTICUT | |||||||
| 89 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $1,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST 3RD FLOOR | EVANSTON | IL | 60208 | N/A | PC | KSM Dean's Scholarship Fund | $50,000 |
| READ ALLIANCE INC | |||||||
| 160 BROADWAY 8TH FL EAST BLDG | NEW YORK | NY | 10038 | N/A | PC | Charitable Event | $25,000 |
| READ ALLIANCE INC | |||||||
| 160 BROADWAY 8TH FL EAST BLDG | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $50,000 |
| SOUTHAMPTON HOSPITAL FOUNDATION INC | |||||||
| 240 MEETING HOUSE LN | SOUTHAMPTON | NY | 11968 | N/A | PC | East Hampton Emergency Center | $25,000 |
| SOVEREIGN MILITARY HOSPITALLER ORDER OF ST JOHN OF | |||||||
| 1011 FIRST AVE ROOM 1350 | NEW YORK | NY | 10022 | N/A | PC | American Association Campaign | $25,000 |
| THE LEARNING ALLIANCE INC | |||||||
| 2066 14TH AVE STE 102 | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $5,000 |
| TRUSTEES OF PRINCETON UNIVERSITY - JAMES MADISON P | |||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | N/A | PC | General & Unrestricted | $10,000 |
| UNITED WAY OF INDIAN RIVER COUNTY INC | |||||||
| PO BOX 1960 | VERO BEACH | FL | 32961 | N/A | PC | General & Unrestricted | $1,000 |
| VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION IN | |||||||
| 1110 35TH LN | VERO BEACH | FL | 32960 | N/A | SO I | General & Unrestricted | $1,000 |
| WE STAND WITH CHRIST INC | |||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | N/A | PC | General & Unrestricted | $100,000 |
| WOMENS CARE CENTER INC | |||||||
| 360 N NOTRE DAME AVE | SOUTH BEND | IN | 46617 | N/A | PC | Women's Care Center of Fort Pierce, Florida | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $438,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,255 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,486 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$200,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$127,218 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$127,218 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC. CLASS | $267,431 | $308,900 |
| BLACKROCK FDS HLTH SCI INV A | $247,744 | $316,165 |
| EATON VANCE RICHARD BERNSTEIN | $460,287 | $419,460 |
| ELI LILLY & CO | $49,056 | $384,132 |
| GENERAL ELECTRIC CO | $130,012 | $52,369 |
| GRANITESHARES GOLD TRUST | $27,052 | $27,815 |
| ISHARES BARCLAYS 10-20 YEAR TR | $247,701 | $212,466 |
| ISHARES BARCLAYS MBS BOND FUND | $79,625 | $75,313 |
| ISHARES EDGE MSCI INTL QUALITY | $46,481 | $51,630 |
| ISHARES IBOXX $ INVESTMENT GRA | $81,438 | $73,168 |
| ISHARES MSCI CHINA INDEX FUND | $57,222 | $52,725 |
| ISHARES MSCI EMERGING MARKETS | $32,313 | $25,586 |
| ISHARES S&P CONSUMER STAPLES | $64,690 | $63,457 |
| ISHARES S&P GLOBAL HEALTHCARE | $47,762 | $51,437 |
| ISHARES US AEROSPACE AND DEFEN | $20,358 | $21,925 |
| ISHARESLEHMAN 7-10YR | $62,911 | $49,614 |
| JANUS HENDERSON AAA CLO ETF | $61,297 | $59,851 |
| JPMORGAN BETABUILDERS JAPAN ET | $41,629 | $32,777 |
| MICROSOFT CORP | $31,678 | $161,879 |
| SELECT SECTOR SPDR ENERGY FUND | $6,383 | $14,957 |
| SELECT SECTOR SPDR UTILITIES | $22,561 | $21,714 |
| SELECT SECTOR SPDR-HEALTH CARE | $22,455 | $27,306 |
| SPDR S&P DIVIDEND ETF | $53,800 | $52,796 |
| SPDR S&P GLOBAL NATURAL RESOUR | $31,940 | $29,479 |
| TECHNOLOGY SPDR | $43,279 | $34,221 |
| THE COCA-COLA CO | $90,810 | $127,220 |
| VANGUARD FTSE EUROPEAN ETF | $20,299 | $22,564 |
| VANGUARD VALUE ETF | $36,482 | $36,215 |
| WALT DISNEY HOLDINGS CO | $208,761 | $169,416 |
| WISDOMTREE FLOATING RATE TREAS | $124,609 | $124,519 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $20,657 | $20,657 | |
| Bank Charges | $30 | $30 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $12,593 | Amt |
| Net Investment Income | $12,593 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $900 |
| 990-PF Excise Tax for 2021 | $4,739 |
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