3 BS FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
3 BS FOUNDATION INC (EIN 11-3752909)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-08
IRS object ID
202531289349102323
Schema version
2024v5.1
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)
Return2025-05-08T14:05:14-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135069335PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FIDUCIARY TRUST COMPANY INTERNATIONALBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MADISON AVENUE SUITE 2000AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113752909EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE 3 B'S FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name Control3BSFBusinessNameControlTxt
Phone2126323000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO FTCI- ONE MADISON AVE STE 2000AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT BEEBEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2126323000PhoneNum
Signature2025-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN WONGPreparerPersonNm
PTINP00293096PTIN
Phone2126323000PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,094,331FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$231,003ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$76,203DividendsRevAndExpnssAmt
Dividends Net Invst Incm$76,121DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$56,418NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$238,057GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$56,418CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$363,624TotalRevAndExpnssAmt
Total Net Invst Incm$132,539TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,875AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,875AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,757OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,006OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,751OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,262TaxesRevAndExpnssAmt
Taxes Net Invst Incm$440TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$426OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$420OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,320TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,452TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,046TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$106,277ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$106,277ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$129,597TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,452TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$113,323TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$234,027ExcessRevenueOverExpensesAmt
Net Investment Income$117,087NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$57,938CashBOYAmt
Cash EOY$58,967CashEOYAmt
Cash EOYFMV$58,967CashEOYFMVAmt
Sav And Temp Cash Invst BOY$615,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$811,438SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$811,438SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$68,830USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$528,514CorporateStockBOYAmt
Corporate Stock EOY$633,165CorporateStockEOYAmt
Corporate Stock EOYFMV$1,832,723CorporateStockEOYFMVAmt
Corporate Bonds BOY$412,193CorporateBondsBOYAmt
Corporate Bonds EOY$412,193CorporateBondsEOYAmt
Corporate Bonds EOYFMV$391,203CorporateBondsEOYFMVAmt
Total Assets BOY$1,682,475TotalAssetsBOYAmt
Total Assets EOY$1,915,763TotalAssetsEOYAmt
Total Assets EOYFMV$3,094,331TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$957,829CapitalStockBOYAmt
Capital Stock EOY$957,829CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$724,646RetainedEarningBOYAmt
Retained Earning EOY$957,934RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,682,475TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,915,763TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,682,475TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,915,763TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,682,475TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$234,027ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,916,502SubtotalAmt
Other Decreases$739OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,915,763TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VERALTO CORPP2014-10-022024-01-31$1,550$393$1,157$1,157
VERALTO CORPP2014-02-072024-01-31$2,949$750$2,199$2,199
CROWN CASTLE INCP2021-01-282024-03-21$12,438$17,035-$4,597-$4,597
AMETEK INC NEWP2022-09-122024-04-03$10,905$7,476$3,429$3,429
NESTLE SA SPONSORED ADR REPSTG REG SHP2016-10-192024-04-03$521$377$144$144
NESTLE SA SPONSORED ADR REPSTG REG SHP2016-10-192024-04-03$6,254$4,524$1,730$1,730
STARBUCKS CORPP2014-09-292024-04-03$16,557$6,953$9,604$9,604
AMERICAN WATER WORKS CO INCP2020-05-282024-04-09$7,896$8,046-$150-$150
FRANKLIN INTERNATIONAL GROWTH FUNDP2018-12-172024-04-29$67,712$39,545$28,167$28,167
COMCAST CORP-CLASS AP2013-04-102024-07-08$5,983$3,302$2,681$2,681
CONSTELLATION BRANDS INC-AP2019-04-032024-08-29$15,600$12,856$2,744$2,744
SCHWAB (CHARLES) CORPP2019-04-032024-08-29$11,642$7,579$4,063$4,063
SCHWAB (CHARLES) CORPP2016-08-032024-08-29$9,050$3,973$5,077$5,077
US TREASURY N/B 4.25% 30 SEP 2024P2022-11-102024-09-30$69,000$68,830$170$170
FieldValueIRS element (for citing)
Capital Gain Net Income$56,418CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,628InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,628SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,628TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$680EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$680TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$948TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FIDUCIARY TRUST CO INTLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2126323000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MADISON AVE STE 2000AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID C BEEBE III
C/O FIDUCIARY TR 280 PARK AVENEW YORKNY10017DIRECTOR1.00$0$0$0
SCOTT M BEEBE
C/O FIDUCIARY TR 280 PARK AVENEW YORKNY10017DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,076,524AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$771,448AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,847,972TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,847,972AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,720CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,805,252NetVlNoncharitableAssetsAmt
Minimum Investment Return$140,263MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$140,263MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,628TaxBasedOnInvestmentIncomeAmt
Total Tax$1,628TotalTaxAmt
Distributable Before Adj$138,635DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$138,635DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$138,635DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$113,323ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$113,323QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$138,635DistributableAsAdjustedAmt
Undistributed Income PY$106,276UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$113,323QualifyingDistributionsAmt
Applied To Year1$106,276AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,047AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$131,588UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ATLANTIC WHITE SHARK CONSERVANCY
235 ORLEANS RDNORTH CHATHAMMA02650NONEPUBLIC CHARITYGENERAL SUPPORT$17,713
FOUNDER'S HALL FOUNDATION INC
193 DANBURY ROADRIDGEFIELDCT06877NONEPUBLIC CHARITYFOUNDERS HALL SENIOR CLASS$5,000
FRACTURED ATLAS
248 W 35TH ST 10TH FLNEW YORKNY10001NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
FRIENDS OF RIDGEFIELD COMMUNITY PROGRAMS
400 MAIN STREETRIDGEFIELDCT06877NONEPUBLIC CHARITYLIBRARY PROGRAMS$15,000
KEELER TAVERN AND MUSEUM
152 MAIN STRIDGEFIELDCT06877NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
NEIGHBORHOOD STUDIOS
391 E WASHINGTON AVEBRIDGEPORTCT06608NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
RIDGEFIELD LIBRARY
472 MAIN STRIDGEFIELDCT06877NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
RIDGEFIELD SYMPHONY ORCHESTRA
77 DANBURY RDRIDGEFIELDCT06877NONEPUBLIC CHARITYGENERAL SUPPORT$3,138
WOLF CONSERVATION CENTER INC
7 BUCK RUN STSOUTH SALEMNY10590NONEPUBLIC CHARITYGENERAL OPERATIONS$17,713
WOODCOCK NATURE CENTER
56 DEER RUN RDWILTONCT06897NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
THE RAPTOR TRUST
1390 WHITE BRIDGE RDMILLINGTONNJ07946NONEPUBLIC CHARITYGENERAL SUPPORT$17,713
RIDGEBURY HISTORICAL SOCIETY
4 SUNSET LNRIDGEFIELDCT06877NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$106,277TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$76,203ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$56,418ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$132,621ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$132,621TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 PersonDAVID C BEEBE JR CHARITABLE LEAD UNContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O FIDUCIARY TRUST CO 280 PARK AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Total Contributions$231,003TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$2,875Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,875DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FRANKLIN SHORT DURATION US GOVT 785 SHS$75,196$70,854
FRANKLIN US GOVERNMENT SECURITIES FUND 16264.2400 SHS$95,715$81,484
ISHARES 3-7 YEAR TREASURY BOND ETF 205 SHS$23,671$23,688
ISHARES 5-10Y INV GRADE CORP 3246 SHS$170,587$167,201
VANGUARD SHORT-TERM CORPORATE BOND ETF 615 SHS$47,024$47,976

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES 300 SHS$6,106$33,933
AES CORP 700 SHS$11,534$9,009
AIR PRODUCTS & CHEMICALS INC 60 SHS$18,619$17,402
ALPHABET INC CLASS C 500 SHS$6,826$95,220
AMAZON.COM INC 300 SHS$4,433$65,817
AMERICAN ELECTRIC POWER CO INC 65 SHS$5,311$5,995
AMERICAN TOWER CORP 70 SHS$15,914$12,839
APPLE INC 505 SHS$2,940$126,462
ARTHUR J GALLAGHER & CO 50 SHS$14,283$14,192
ASTRAZENECA PLC SPONS ADR 155 SHS$6,460$10,156
BLACKROCK INC 35 SHS$5,650$35,879
CHEVRON CORP 59 SHS$6,399$8,546
CONOCOPHILLIPS 215 SHS$7,617$21,322
COSTCO WHOLESALE CORP 80 SHS$9,178$73,302
DANAHER CORP 175 SHS$8,710$40,171
DODGE & COX INTERNATIONAL STOCK FUND 1739.47 SHS$71,998$86,799
DOVER CORP 75 SHS$14,392$14,070
EATON CORP 65 SHS$8,704$21,572
ECOLAB INC 85 SHS$15,779$19,917
ELECTRONIC ARTS 75 SHS$6,111$10,972
HONEYWELL INTL INC 90 SHS$13,842$20,330
INTL BUSINESS MACHINES CORP 100 SHS$5$21,983
IQVIA HOLDINGS INC 130 SHS$7,419$25,546
ISHARES CORE MSCI EMERGING MARKETS ETF 800 ETF$37,760$41,776
ISHARES CORE S&P SMALL-CAP E 180 SHS$20,597$20,740
J P MORGAN CHASE & CO 200 SHS$11,409$47,942
LAM RESEARCH CORP 50 SHS$8,694$36,115
LOWES COS INC 100 SHS$7,969$24,680
MASTERCARD INC-CLASS A 170 SHS$3,621$89,517
MCDONALD'S CORP 45 SHS$8,253$13,045
MERCK & CO INC 220 SHS$12,680$21,886
MICROCHIP TECHNOLOGY INC 430 SHS$9,647$24,660
MICROSOFT CORP 75 SHS$9,011$31,612
MORGAN STANLEY 315 SHS$14,603$39,602
NEXTERA ENERGY INC 300 SHS$9,637$21,507
NIKE INC CL B 270 SHS$3,511$20,431
NORTHROP GRUMMAN CORP 25 SHS$13,222$11,732
NVIDIA CORP 2000 SHS$8,266$268,580
O'REILLY AUTOMOTIVE INC 15 SHS$14,582$17,787
PEPSICO INC 40 SHS$2,586$6,082
PROCTER & GAMBLE CO 155 SHS$23,896$25,986
QUANTA SERVICES INC 50 SHS$15,332$15,803
REPUBLIC SERVICES INC CL A 100SHS$13,154$20,118
S&P GLOBAL INC 25 SHS$12,868$12,451
SALESFORCE.COM INC 100 SHS$5,692$33,433
SCHLUMBERGER LTD 230 SHS$10,018$8,818
SERVICENOW INC 50 SHS$8,712$53,006
STRYKER CORP 45 SHS$7,947$16,202
SYNOPSYS INC 10 SHS$5,258$4,854
TEXAS INSTRUMENTS INC 75 SHS$11,381$14,063
TJX COS INC NEW 270 SHS$7,282$32,619
UNITEDHEALTH GROUP INC 35 SHS$8,588$17,705
WALMART INC 440 SHS$31,282$39,754
META PLATFORMS INC-CLASS A 15 SHS$7,477$8,783

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
MUTUAL FUND CASH ADJUSTMENT$401
RETURN OF CAPITAL BASIS ADJUSTMENT$338

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS FILING FEE$250$0$250
NEW YORK LAW JOURNAL$170$0$170
ADR FEE$6$6$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$18,757Amt
Net Investment Income$15,006NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,751DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID C BEEBE JR CHARITABLE LEAD UNITRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O FIDUCIARY TR CO 280 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$440$440$0
FEDERAL TAX PAID CURRENT YEAR$680$0$0
FEDERAL TAX PAID PRIOR YEAR$142$0$0

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