LBRB FUND INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LBRB FUND INC (EIN 83-3127396)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349105669
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T15:30:25-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223572809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alperin Nebbia & Associates CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 Passaic Avenue Suite 200 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | 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 | 833127396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LBRB Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LBRB | BusinessNameControlTxt |
| Phone | 9738088801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Alperin Nebbia 375 Passaic Ave | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Fareed Zakaria | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Fareed | PersonFirstNm |
| Person Last | Zakaria | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven J Alperin | PreparerPersonNm |
| PTIN | P00108095 | PTIN |
| Phone | 9738088801 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $7,407,638 | 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 | $1,194,867 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $226 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $226 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $226 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $124,683 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,683 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $124,683 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $234,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $350,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $234,744 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,554,520 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $359,653 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $124,909 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $4,373 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $4,373 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,373 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,373 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $380,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $380,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $384,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $384,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,170,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $359,653 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $124,909 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,140 | CashBOYAmt |
| Cash EOY | $27,992 | CashEOYAmt |
| Cash EOYFMV | $27,992 | CashEOYFMVAmt |
| Other Investments BOY | $8,302,106 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,379,646 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,379,646 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,364,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,407,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,407,638 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,364,246 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,407,638 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,364,246 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,407,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,364,246 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,407,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,364,246 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,170,147 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,534,393 | SubtotalAmt |
| Other Decreases | $2,126,755 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,407,638 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Charles Schwab - Sch Avail | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $350,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $115,256 | CostOrOtherBasisAmt |
| Gain Or Loss | $234,744 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $234,744 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $234,744 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,999 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,999 | SubtotalAmt |
| Tax Based On Investment Income | $4,999 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $4,999 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steven Alperin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9738088801 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 Passaic Avenue | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Fareed Zakaria | ||||||
| 375 Passaic Avenue | Fairfield | NJ | 07004 | Pres & Director | 0.50 | $0 |
| Andrew Berman | ||||||
| 375 Passaic Avenue | Fairfield | NJ | 07004 | Treas & Directo | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,141,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,141,476 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,141,476 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,019,354 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $400,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $400,968 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,999 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,999 | TotalTaxAmt |
| Distributable Before Adj | $395,969 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $395,969 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $395,969 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $384,373 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $384,373 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $395,969 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $346,711 | UndistributedIncomePYAmt |
| Qualifying Distributions | $384,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $346,711 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,662 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $358,307 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Int'l Rescue Committee | ||||||||||
| PO Box 6068 | Albert Lea | MN | 56007 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $25,000 | ||||
| The Against Malaria | ||||||||||
| 310 W 20th Street Suite 300 | Kansas City | MO | 64108 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $10,000 | ||||
| Wildlife Conservation | ||||||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $10,000 | ||||
| Wild Animal Initiative | ||||||||||
| PO Box 7480 | Minneapolis | MN | 55407 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $5,000 | ||||
| Faunalytics | ||||||||||
| PO Box 6476 | Olympia | WA | 98507 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $5,000 | ||||
| The Good Food Institute | ||||||||||
| 1380 Monroe St NW 229 | Washington | DC | 20010 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $5,000 | ||||
| Just Leadership USA | ||||||||||
| 1900 Lexington Ave | New York | NY | 10035 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $5,000 | ||||
| Give Directly | ||||||||||
| PO Box 3221 | New York | NY | 10008 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $25,000 | ||||
| Giving What we Can | ||||||||||
| 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $145,000 | Mill Street | Oxford | UK | OX2ODJ | ||||
| The Life you can Save | ||||||||||
| PO Box 2135 | Novato | CA | 94948 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $20,000 | ||||
| Vision Spring Inc | ||||||||||
| 340 W 42nd Street | New York | NY | 10108 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $10,000 | ||||
| Rethink Your Food Inc | ||||||||||
| 12717 W Sunrise Blve | Sunrise | FL | 33323 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $5,000 | ||||
| Evidence Action | ||||||||||
| 1133 Connecticut Ave NW | Washington | DC | 20036 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $20,000 | ||||
| Alzehimers Association | ||||||||||
| 225 N Michigan Ave | Chicago | IL | 60601 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $10,000 | ||||
| Bard Prison Initiative | ||||||||||
| PO Box 5000 | Annandale on Hudson | NY | 12504 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $10,000 | ||||
| Brooklyn Community Foundation | ||||||||||
| 1000 Dean St | Brooklyn | NY | 11238 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $10,000 | ||||
| Center for Reproductive Rights | ||||||||||
| 199 Water Street | New York | NY | 10038 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $20,000 | ||||
| Project Healthy Children | ||||||||||
| 200 Firberg Parkway | Westborough | MA | 01581 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $20,000 | ||||
| The Bail Project | ||||||||||
| PO Box 750 | Venice | CA | 90294 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $5,000 | ||||
| Equal Justice Initiative | ||||||||||
| 122 Commerce Street | Montgomery | AL | 36104 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $5,000 | ||||
| Village Enterprise | ||||||||||
| 1180 San Carlos Ave | San Carlos | CA | 94070 | 501(c)(3) | Exclusively charitable, religious, educational, literary and scientific purposes | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $380,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,683 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $234,744 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $124,909 | ExclusionAmt |
| Related Or Exempt Function Incm | $234,744 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $359,653 | 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 |
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 | Lucy Bella Rose-Berman 2016 Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 Passaic Avenue | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,194,867 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Vanguard Total Stock Mkt Idx Adm (10,935 shares) | NoncashPropertyDesc |
| Fair Market Value | $1,194,867 | FairMarketValueAmt |
| Received | 2022-02-04 | ReceivedDt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $4,373 | Amt |
| Disbursements Charitable Prps | $4,373 | DisbursementsCharitablePrpsAmt |
Comments