3 BS FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
3 BS FOUNDATION INC (EIN 11-3752909)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-11
IRS object ID
202221319349103187
Schema version
2021v4.2
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)
Return2022-05-11T12:33:21-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Line1280 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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 FIDUCIARY TR CO 280 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT BEEBEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2126323000PhoneNum
Signature2022-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSCOTTPersonFirstNm
Person LastBEEBEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN WONGPreparerPersonNm
PTINP00293096PTIN
Phone2126323000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,364,160FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$117,266ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$25,196DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,927DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30,256NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$59,597GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,256CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$172,718TotalRevAndExpnssAmt
Total Net Invst Incm$55,183TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,589LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,589LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,700AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,110OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,688OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,422OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$712TaxesRevAndExpnssAmt
Taxes Net Invst Incm$238TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$416OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$410OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,527TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,932TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,121TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$79,448ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$79,448ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,975TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,932TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$89,569TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$72,743ExcessRevenueOverExpensesAmt
Net Investment Income$45,251NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$100,217CashBOYAmt
Cash EOY$100,194CashEOYAmt
Cash EOYFMV$100,194CashEOYFMVAmt
Sav And Temp Cash Invst BOY$173,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$254,500SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$254,500SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$670,344CorporateStockBOYAmt
Corporate Stock EOY$661,669CorporateStockEOYAmt
Corporate Stock EOYFMV$1,684,398CorporateStockEOYFMVAmt
Corporate Bonds BOY$331,462CorporateBondsBOYAmt
Corporate Bonds EOY$331,462CorporateBondsEOYAmt
Corporate Bonds EOYFMV$325,068CorporateBondsEOYFMVAmt
Total Assets BOY$1,275,023TotalAssetsBOYAmt
Total Assets EOY$1,347,825TotalAssetsEOYAmt
Total Assets EOYFMV$2,364,160TotalAssetsEOYFMVAmt
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$317,194RetainedEarningBOYAmt
Retained Earning EOY$389,996RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,275,023TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,347,825TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,275,023TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,347,825TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,275,023TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$72,743ExcessRevenueOverExpensesAmt
Other Increases$153OtherIncreasesAmt
Subtotal$1,347,919SubtotalAmt
Other Decreases$94OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,347,825TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
65 SHS CHEGG INCP2021-03-222021-10-25$3,901$6,124-$2,223-$2,223
25 SHS LOCKHEED MARTIN CORPP2020-05-012021-01-12$8,507$9,586-$1,079-$1,079
75 SHS CHUBB LTDP2010-03-302021-01-15$11,521$3,952$7,569$7,569
20 SHS KYNDRYL HOLDINGS INCP2010-01-012021-12-06$381$381$381
40 SHS NVIDIA CORPP2018-06-282021-11-18$12,905$2,170$10,735$10,735
45 SHS VERTEX PHARMACEUTICALS INCP2018-06-292021-10-22$8,301$7,509$792$792
CAPITAL GAINS DIVIDENDSP$14,081$14,081$14,081
FieldValueIRS element (for citing)
Capital Gain Net Income$30,256CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$629InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$629SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$629TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$14EsPenaltyAmt
Tax Due$643TaxDueAmt

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 Line1280 PARK AVENUE 7TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
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$1,906,382AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$284,908AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,191,290TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,191,290AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,869CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,158,421NetVlNoncharitableAssetsAmt
Minimum Investment Return$107,921MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$107,921MinimumInvestmentReturnAmt
Tax Based On Investment Income$629TaxBasedOnInvestmentIncomeAmt
Total Tax$629TotalTaxAmt
Distributable Before Adj$107,292DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$107,292DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$107,292DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$89,569ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$89,569QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$107,292DistributableAsAdjustedAmt
Undistributed Income PY$79,447UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$89,569QualifyingDistributionsAmt
Applied To Year1$79,447AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,122AppliedToCurrentYearAmt
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$97,170UndistributedIncomeCYAmt
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 (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FOUNDER'S HALL FOUNDATION INC
193 DANBURY ROADRIDGEFIELDCT06877NONEPUBLIC CHARITYFOUNDERS HALL SENIOR CLASS$5,000
FRIENDS OF RIDGEFIELD COMMUNITY PROGRAMS
400 MAIN STREETRIDGEFIELDCT06877NONEPUBLIC CHARITYLIBRARY PROGRAMS$7,500
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$3,985
THE RAPTOR TRUST
1390 WHITE BRIDGE ROADMILLINGTONNJ07946NONEPUBLIC CHARITYGENERAL OPERATIONS$8,827
ELLANOR C LAWRENCE PARK FRIENDS INC
P O BOX 230662CENTREVILLEVA20120NONEPUBLIC CHARITYGENERAL OPERATIONS$8,827
WOLF CONSERVATION CENTER INC
7 BUCK RUN STSOUTH SALEMNY10590NONEPUBLIC CHARITYGENERAL OPERATIONS$8,827
ADENOID CYSTIC CARCINOMA RESEARCH FOUNDATION
P O BOX 442NEEDHAMMA02494NONEPUBLIC CHARITYGENERAL OPERATIONS$26,482
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$79,448TotalGrantOrContriPdDurYrAmt
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$25,196ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$30,256ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$55,452ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$55,452TotalIncomeProducingActyAmt

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$117,266TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$2,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,700DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FRANKLIN US GOVERNMENT SECURITIES FUND 11904.7630 SHS$73,191$69,524
FRK LIBERTY SHORT DURATION US GOVT ETF 1330 SHS$127,510$124,947
ISHARES INTERMEDIATE-TERM CORP BOND ETF 1230 SHS$71,832$72,902
VANGUARD INTERMDIATE-TRM TREASURY ETF 710 SHS$58,929$57,695

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES 300 SHS$6,106$42,222
ADOBE SYSTEMS INC 45 SHS$4,835$25,518
AIR PRODUCTS & CHEMICALS INC 40 SHS$12,211$12,170
ALPHABET INC CLASS C 25 SHS$6,826$72,340
AMAZON.COM INC 15 SHS$4,433$50,015
AMERICAN ELECTRIC POWER CO INC 65 SHS$5,311$5,783
AMERICAN WATER WORKS CO INC 65 SHS$8,046$12,276
APPLE INC 600 SHS$3,493$106,542
ARTISAN SMALL CAP FUND 891.266 SHS$26,958$38,529
ASTRAZENECA PLC SPONS ADR 155 SHS$6,460$9,029
BLACKROCK INC 35 SHS$5,650$32,045
CHARLES SCHWAB CORP 320 SHS$11,551$26,912
CHEVRON CORP 59 SHS$6,399$6,924
COMCAST CORP CL A 160 SHS$3,302$8,053
CONOCOPHILLIPS 215 SHS$7,617$15,519
CONSTELLATION BRANDS INC CL A 65 SHS$12,856$16,313
COSTCO WHOLESALE CORP 80 SHS$9,178$45,416
CROWN CASTLE INTEL CORP 120 SHS$17,888$25,049
DANAHER CORP 175 SHS$9,860$57,577
DODGE & COX INTERNATIONAL STOCK FUND 1739.47 SHS$71,998$82,260
ECOLAB INC 50 SHS$6,696$11,729
ELECTRONIC ARTS 75 SHS$6,111$9,892
FORTIVE CORP 170 SHS$7,891$12,969
FRANKLIN INTERNATIONAL GROWTH FUND 4232.034 SHS$39,545$90,735
FRANKLIN SMALL CAP VALUE FUND 512.047 SHS$26,605$31,306
HONEYWELL INTL INC 90 SHS$13,842$18,766
INTL BUSINESS MACHINES CORP 100 SHS$6$13,366
INVESCO DEVELOPING MARKETS FUND CL R6 124$48,327$58,565
IQVIA HOLDINGS INC 130 SHS$7,419$36,678
J P MORGAN CHASE & CO 200 SHS$11,409$31,670
LAM RESEARCH CORP 50 SHS$8,694$35,958
LOWES COS INC 100 SHS$7,970$25,848
MASTERCARD INC-CLASS A 170 SHS$3,621$61,084
MATTHEWS JAPAN FUND 965.7790 SHS$20,010$21,372
MCDONALD'S CORP 45 SHS$8,253$12,063
MERCK & CO INC 220 SHS$12,680$16,861
META PLATFORMS INC CL A 100 SHS$5,984$33,635
MICROCHIP TECHNOLOGY INC 430 SHS$9,647$37,439
MICROSOFT CORP 75 SHS$9,011$25,224
MORGAN STANLEY 315 SHS$14,603$30,920
NESTLE S A SPONSORED ADR REPSTG REG SH 65 SHS$4,901$9,124
NEXTERA ENERGY INC 300 SHS$9,637$28,008
NIKE INC CL B 270 SHS$3,511$45,000
NVIDIA CORP 200 SHS$8,266$58,822
ORGANON & CO 22 SHS$626$670
PAYPAL HOLDINGS INC 30 SHS$5,761$5,657
PEPSICO INC 40 SHS$2,586$6,948
PROCTER & GAMBLE CO 65 SHS$8,349$10,633
ROPER TECHNOLOGIES INC 30 SHS$6,292$14,756
SALESFORCE.COM INC 100 SHS$5,692$25,413
SERVICENOW INC 50 SHS$8,712$32,456
STANLEY BLACK & DECKER INC 60 SHS$10,361$11,317
STARBUCKS CORP 185 SHS$6,953$21,639
STRYKER CORP 45 SHS$7,947$12,034
T ROWE PRICE INTEL FD 220.07 SHS$15,000$18,543
TEXAS INSTRUMENTS INC 75 SHS$11,381$14,135
TJX COS INC NEW 270 SHS$7,282$20,498
UNITEDHEALTH GROUP INC 35 SHS$8,588$17,575
VERIZON COMMUNICATIONS INC 150 SHS$8,824$7,794
VONTIER CORP 68 SHS$1,366$2,090
WALT DISNEY CO 95 SHS$10,332$14,714

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEE WIGGIN AND DANACategoryTxt
Legal Fees$4,589LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,589DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescRETURN OF CAPITAL BASIS ADJUSTMENTDesc
Amt$94Amt

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$160$0$160
ADR FEE$6$6$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMUTUAL FUND CASH ADJUSTMENTDesc
Amt$153Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$12,110Amt
Net Investment Income$9,688NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,422DisbursementsCharitablePrpsAmt

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$238$238$0
FEDERAL TAX PAID PRIOR YEAR$474$0$0

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