LANBRO FOUNDATION TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LANBRO FOUNDATION TR (EIN 35-6876236)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-02-17
- IRS object ID
- 202100489349100305
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-17T10:28:36-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461126561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GDS TAX SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 232 MADISON AVENUE STE 902 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356876236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANBRO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANB | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO HENNESSY 10 GOAT ISLAND | AddressLine1Txt |
| City | Sheldon | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29941 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA HENNESSY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125998160 | PhoneNum |
| Signature | 2021-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS V CASSERLY CPA | PreparerPersonNm |
| PTIN | P01328093 | PTIN |
| Phone | 2125998160 | PhoneNum |
| Preparation | 2021-02-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $359,222 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,081 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,081 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $137,573 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,893 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,974 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,974 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,975 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $193 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $786 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $786 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,975 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,975 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,929 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,357 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,357 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,929 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,045 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,250 | CashBOYAmt |
| Cash EOY | $89,901 | CashEOYAmt |
| Cash EOYFMV | $89,901 | CashEOYFMVAmt |
| US Government Obligations BOY | $74,862 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $45,834 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $50,043 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $203,533 | CorporateStockBOYAmt |
| Corporate Stock EOY | $173,285 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $203,540 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $40,152 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,465 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,738 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $340,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $324,485 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $359,222 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $340,797 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $324,485 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $340,797 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $324,485 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $340,797 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $324,485 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $340,797 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,312 | ExcessRevenueOverExpensesAmt |
| Subtotal | $324,485 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $324,485 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| ALLERGAN PLC | P | 2017-12-04 | 2020-03-12 | $16,971 | $15,591 | $1,380 |
| BANK OF AMERICA | P | 2016-10-25 | 2020-09-28 | $25,000 | $24,744 | $256 |
| DOMINION ENERGY | P | 2018-04-23 | 2020-04-09 | $15,532 | $13,419 | $2,113 |
| PNC FINL SVCS | P | 2012-09-21 | 2020-09-01 | $12,500 | $12,422 | $78 |
| PROCTER AND GAMBLE | P | 2013-09-23 | 2020-02-24 | $12,556 | $7,875 | $4,681 |
| US TREASURY BOND | P | 2018-04-06 | 2020-06-30 | $20,000 | $19,987 | $13 |
| US TREASURY BOND | P | 2018-07-25 | 2020-03-31 | $20,000 | $19,984 | $16 |
| VERIZON | D | 2011-12-19 | 2020-01-22 | $15,014 | $9,658 | $5,356 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,893 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $71,147 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $417,416 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.170446 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $139,835 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $503,587 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.277678 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,182 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $517,763 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.19349 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $103,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $448,761 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.229521 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $58,260 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $392,671 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.148368 | DistributionYr5Rt |
| Total Distribution | 1.019504 | TotalDistributionRt |
| Average Distribution | 0.203901 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $327,650 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,808 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $150 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $66,958 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,357 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $301 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $301 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $301 | TaxDueAmt |
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 | NY | 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 | NA | WebsiteAddressTxt |
| Individual With Books | LISA HENNESSY | IndividualWithBooksNm |
| Phone | 2125998160 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO GDS FINANCIAL 232 MADISON | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA HENNESSY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO GDS FINANCIAL 232 MADISON | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE WATERSIDE SCHOOL | Description1Txt |
| Expenses1 | $2,000 | Expenses1Amt |
| Description2 | ST MATTHEWS | Description2Txt |
| Expenses2 | $4,000 | Expenses2Amt |
| Description3 | WASHINGTON INTERNATIONAL HORSE SHOW | Description3Txt |
| Expenses3 | $12,599 | Expenses3Amt |
| Description4 | 13 HANDS EQUINE RESCUE | Description4Txt |
| Expenses4 | $4,225 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $276,565 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $332,640 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $332,640 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,990 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $327,650 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,383 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,383 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $301 | TotalTaxAmt |
| Distributable Before Adj | $16,082 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,082 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,082 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,357 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,357 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $31,357 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,082 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $38,938 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,040 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,463 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $114,846 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,369 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $359,656 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,357 | QualifyingDistributionsAmt |
| Applied To Current Year | $16,082 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,275 | RemainingDistriFromCorpusAmt |
| Total Corpus | $374,931 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $38,938 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $335,993 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,040 | ExcessFromYear4Amt |
| Excess From Year3 | $74,463 | ExcessFromYear3Amt |
| Excess From Year2 | $114,846 | ExcessFromYear2Amt |
| Excess From Year1 | $50,369 | ExcessFromYear1Amt |
| Excess From Current Year | $15,275 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER AND LISA HENNESSY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BEDFORD GARDEN CLUB | |||||
| PO BOX 732 | Bedford | NY | 10506 | SUPPORT TO GARDENING | $339 |
| ST MATTHEWS CHURCH | |||||
| PO BOX 732 | Bedford | NY | 10506 | ASSIST WITH PARISH NEEDS | $4,000 |
| NORTH SALEM BRIDLE TRAILS | |||||
| PO BOX 585 | North Salem | NY | 10560 | MAINTENANCE OF HORSEBACK RIDING TRAILS | $270 |
| 13 HANDS EQUINE RESCUE ME | |||||
| PO BOX 313 | Bedford Hills | NY | 10507 | RESCUES ABUSED HORSES | $4,225 |
| WESLEYAN UNIVERSITY | |||||
| 45 WYLLS AVE | Middletown | CT | 06459 | WRESTLING FUND | $1,831 |
| WASHINGTON INTERNATIONAL HORSE SHOW | |||||
| 3299 K STREET | Washington | DC | 20007 | PROVIDES COMPLIMENTARY TICKETS TO FIRST | $12,599 |
| NEW YORK BOTANICAL GARDENS | |||||
| 2900 SOUTHERN BOULEVARD | Bronx | NY | 10458 | SUPPORT FOR HORTICULTURE | $90 |
| WATERSIDE SCHOOL | |||||
| 770 PACIFIC | Stamford | CT | 06902 | TO SUPPORT ACADEMIC PROGRAMS | $2,000 |
| BEDFORD RIDING LANES ASSOCIATION | |||||
| PO BOX 178 | Bedford | NY | 10506 | MAINTAIN TRAIL SYSTEMS | $200 |
| MA GOOD NEIGHBOR ENERGY FUND | |||||
| CO SALVATION ARMY 25 SHAWMUT RD | Canton | MA | 02021 | ASSIST NEEDY INDIVIDUALS WITH ENERGY NEEDS | $25 |
| HEIFER INTERNATIONAL | |||||
| 1 WORLD AVENUE | Little Rock | AR | 72202 | SUPPORT TO ENDING HUNGER AND POVERTY | $150 |
| WESTCHESTER CHRISTMAS DINNER | |||||
| PO BOX 121 | Katonah | NY | 10536 | PROVIDECHRISTMAS DINNER TO NEEDY PEOPLE | $100 |
| SAVE OUR SOUND | |||||
| 4 BARNSTABLE RD | Hyannis | MA | 02601 | NANTUCKET SOUND LANDMARK | $300 |
| THE GARDENS CONSERVANCY | |||||
| 20 NAZARETH WAY PO BOX 608 | Garrison | NY | 10524 | SAVE AND SHARING OF OUTSTANDING GARDENS | $125 |
| WILD CARE | |||||
| 10 SMITH LANE | Eastham | MA | 02642 | CAPE COD EMERGENCY WILD LIFE CLINIC | $200 |
| BEDFORD PLAYHOUSE | |||||
| 633 OLD POST RD | Bedford | NY | 10506 | CULTURAL AND COMMUNITY HUB | $200 |
| ASPCA | |||||
| 1966 CROMPOND RD | Cortlandt Manor | NY | 10567 | HELPING ANIMALS | $100 |
| BEDFORD AUDUBON | |||||
| 35 TODD RD | Katonah | NY | 10536 | CULTIVATING A LOVE OF NATURE | $500 |
| PAN MASS CHALLENGE | |||||
| 77 4TH AVENUE | Needham Heights | MA | 02494 | RAISE MONEY FOR DANA FARBER CANCER INSTITUTE | $100 |
| NORTH SALEM OPEN LAND FOUNDATION | |||||
| 80-170 BAXTER RD | North Salem | NY | 10560 | TO PROTECT THE CHARACTER AND NATURAL BEAUTY | $100 |
| USO | |||||
| PO BOX 96860 | Washington | DC | 20077 | PROVIDE ENTERTAINMENT FOR US ARMED FORCES | $128 |
| HARWICH FIRE DEPARTMENT | |||||
| 175 SISSON RD | Harwich | MA | 02645 | TO PROVIDE SUPPORT TO FIRE DEPARTMENT | $100 |
| SCHOOL OF LEADERSHIP AFGHANISTAN | |||||
| 470 ATLANTIC AVENUE 4TH FLLOR | Boston | MA | 02210 | PROVIDE AN ENVIRONMENT FOR EDUCATION | $2,000 |
| GOLDENS BRIDGE HOUNDS | |||||
| 67 BAXTER RD | North Salem | NY | 10560 | MAINTAING TRAILS | $1,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,257 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,081 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,893 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,974 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,975 | Amt |
| Net Investment Income | $4,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $15,465 | EOYBookValueAmt |
| EOYFMV | $15,738 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $173,285 | EOYBookValueAmt |
| EOYFMV | $203,540 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $45,834 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $50,043 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKER FEES | $3,623 | $3,623 | $0 | $0 |
| OFFICE | $287 | $287 | $0 | $0 |
| POSTAGE | $65 | $65 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NEW YORK | $100 | $100 | $0 | $0 |
| FEDERAL TAX | $93 | $93 | $0 | $0 |
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