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

FieldValueIRS element (for citing)
Return2023-11-14T15:30:25-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223572809PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Alperin Nebbia & Associates CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1375 Passaic Avenue Suite 200AddressLine1Txt
CityFairfieldCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN833127396EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LBRB Fund IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLBRBBusinessNameControlTxt
Phone9738088801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o Alperin Nebbia 375 Passaic AveAddressLine1Txt
CityFairfieldCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFareed ZakariaPersonNm
Person TitleTrusteePersonTitleTxt
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFareedPersonFirstNm
Person LastZakariaPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven J AlperinPreparerPersonNm
PTINP00108095PTIN
Phone9738088801PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,407,638FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,194,867ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$226InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$226InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$226InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$124,683DividendsRevAndExpnssAmt
Dividends Net Invst Incm$124,683DividendsNetInvstIncmAmt
Dividends Adj Net Incm$124,683DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$234,744NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$350,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$234,744CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,554,520TotalRevAndExpnssAmt
Total Net Invst Incm$359,653TotalNetInvstIncmAmt
Total Adj Net Incm$124,909TotalAdjNetIncmAmt
Taxes Rev And Expnss$4,373TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$4,373TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,373TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,373TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$380,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$380,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$384,373TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$384,373TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,170,147ExcessRevenueOverExpensesAmt
Net Investment Income$359,653NetInvestmentIncomeAmt
Adjusted Net Income$124,909AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$62,140CashBOYAmt
Cash EOY$27,992CashEOYAmt
Cash EOYFMV$27,992CashEOYFMVAmt
Other Investments BOY$8,302,106OtherInvestmentsBOYAmt
Other Investments EOY$7,379,646OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,379,646OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,364,246TotalAssetsBOYAmt
Total Assets EOY$7,407,638TotalAssetsEOYAmt
Total Assets EOYFMV$7,407,638TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,364,246NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,407,638NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,364,246TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,407,638TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,364,246TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,407,638TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,364,246TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,170,147ExcessRevenueOverExpensesAmt
Subtotal$9,534,393SubtotalAmt
Other Decreases$2,126,755OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,407,638TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCharles Schwab - Sch AvailPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2021-01-01AcquiredDt
Sold2022-12-31SoldDt
Gross Sales Price$350,000GrossSalesPriceAmt
Cost Or Other Basis$115,256CostOrOtherBasisAmt
Gain Or Loss$234,744GainOrLossAmt
Gains Minus Excess Or Losses$234,744GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$234,744CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,999InvestmentIncomeExciseTaxAmt
Subtotal$4,999SubtotalAmt
Tax Based On Investment Income$4,999TaxBasedOnInvestmentIncomeAmt
Tax Due$4,999TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Steven AlperinBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9738088801PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1375 Passaic AvenueAddressLine1Txt
CityFairfieldCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07004ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Fareed Zakaria
375 Passaic AvenueFairfieldNJ07004Pres & Director0.50$0
Andrew Berman
375 Passaic AvenueFairfieldNJ07004Treas & Directo0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,141,476AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,141,476TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$8,141,476AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$122,122CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,019,354NetVlNoncharitableAssetsAmt
Minimum Investment Return$400,968MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$400,968MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,999TaxBasedOnInvestmentIncomeAmt
Total Tax$4,999TotalTaxAmt
Distributable Before Adj$395,969DistributableBeforeAdjAmt
Distributable Before Ded$395,969DistributableBeforeDedAmt
Distributable As Adjusted$395,969DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$384,373ExpensesAndContributionsAmt
Qualifying Distributions$384,373QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$395,969DistributableAsAdjustedAmt
Undistributed Income PY$346,711UndistributedIncomePYAmt
Qualifying Distributions$384,373QualifyingDistributionsAmt
Applied To Year1$346,711AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,662AppliedToCurrentYearAmt
Undistributed Income CY$358,307UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
Int'l Rescue Committee
PO Box 6068Albert LeaMN56007501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$25,000
The Against Malaria
310 W 20th Street Suite 300Kansas CityMO64108501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$10,000
Wildlife Conservation
2300 Southern BoulevardBronxNY10460501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$10,000
Wild Animal Initiative
PO Box 7480MinneapolisMN55407501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$5,000
Faunalytics
PO Box 6476OlympiaWA98507501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$5,000
The Good Food Institute
1380 Monroe St NW 229WashingtonDC20010501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$5,000
Just Leadership USA
1900 Lexington AveNew YorkNY10035501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$5,000
Give Directly
PO Box 3221New YorkNY10008501(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$145,000Mill StreetOxfordUKOX2ODJ
The Life you can Save
PO Box 2135NovatoCA94948501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$20,000
Vision Spring Inc
340 W 42nd StreetNew YorkNY10108501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$10,000
Rethink Your Food Inc
12717 W Sunrise BlveSunriseFL33323501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$5,000
Evidence Action
1133 Connecticut Ave NWWashingtonDC20036501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$20,000
Alzehimers Association
225 N Michigan AveChicagoIL60601501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$10,000
Bard Prison Initiative
PO Box 5000Annandale on HudsonNY12504501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$10,000
Brooklyn Community Foundation
1000 Dean StBrooklynNY11238501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$10,000
Center for Reproductive Rights
199 Water StreetNew YorkNY10038501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$20,000
Project Healthy Children
200 Firberg ParkwayWestboroughMA01581501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$20,000
The Bail Project
PO Box 750VeniceCA90294501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$5,000
Equal Justice Initiative
122 Commerce StreetMontgomeryAL36104501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$5,000
Village Enterprise
1180 San Carlos AveSan CarlosCA94070501(c)(3)Exclusively charitable, religious, educational, literary and scientific purposes$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$380,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$226ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$124,683ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$234,744RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$124,909ExclusionAmt
Related Or Exempt Function Incm$234,744RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$359,653TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLucy Bella Rose-Berman 2016 TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1375 Passaic AvenueAddressLine1Txt
CityFairfieldCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07004ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,194,867TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVanguard Total Stock Mkt Idx Adm (10,935 shares)NoncashPropertyDesc
Fair Market Value$1,194,867FairMarketValueAmt
Received2022-02-04ReceivedDt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$4,373Amt
Disbursements Charitable Prps$4,373DisbursementsCharitablePrpsAmt

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