3 BS FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
3 BS FOUNDATION INC (EIN 11-3752909)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-14
IRS object ID
202111349349103251
Schema version
2020v4.1
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)
Return2021-05-14T18:00:35-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-05-14SignatureDt
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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,040,788FMVAssetsEOYAmt
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$21,645DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,645DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$60,600NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$426,966GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$60,600CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$16OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$16OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$199,527TotalRevAndExpnssAmt
Total Net Invst Incm$82,261TotalNetInvstIncmAmt
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$2,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,700AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,449OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,359OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,090OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$82TaxesRevAndExpnssAmt
Taxes Net Invst Incm$82TaxesNetInvstIncmAmt
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$13,647TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,447TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$68,430ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$68,430ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,077TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,447TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$73,630TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$117,450ExcessRevenueOverExpensesAmt
Net Investment Income$73,814NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$109,832CashBOYAmt
Cash EOY$100,217CashEOYAmt
Cash EOYFMV$100,217CashEOYFMVAmt
Sav And Temp Cash Invst BOY$176,500SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$173,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$173,000SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$655,418CorporateStockBOYAmt
Corporate Stock EOY$670,344CorporateStockEOYAmt
Corporate Stock EOYFMV$1,432,495CorporateStockEOYFMVAmt
Corporate Bonds BOY$215,907CorporateBondsBOYAmt
Corporate Bonds EOY$331,462CorporateBondsEOYAmt
Corporate Bonds EOYFMV$335,076CorporateBondsEOYFMVAmt
Total Assets BOY$1,157,657TotalAssetsBOYAmt
Total Assets EOY$1,275,023TotalAssetsEOYAmt
Total Assets EOYFMV$2,040,788TotalAssetsEOYFMVAmt
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$199,828RetainedEarningBOYAmt
Retained Earning EOY$317,194RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,157,657TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,275,023TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,157,657TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,275,023TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,157,657TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$117,450ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,275,107SubtotalAmt
Other Decreases$84OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,275,023TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
100 SHS APPLE COMPUTER INC NPVP2019-08-172020-12-14$12,266$582$11,684$11,684
100 SHS ISHARES MBS ETFP2019-02-282020-07-29$11,064$10,512$552$552
105 SHS NIKE INC. CL BP2010-01-152020-12-11$14,397$1,606$12,791$12,791
125 SHS CBOE GLOBAL MARKETS INCP2019-04-032020-04-06$11,699$13,864-$2,165-$2,165
1285 SHS ISHARES INTERMEDIATE-TERM CORP BOND ETFP2019-02-282020-07-29$78,571$70,208$8,363$8,363
134 SHS CVS CORPP2019-04-032020-09-24$7,623$8,582-$959-$959
175 SHS RAYTHEON TECHNOLOGIES CORPP2019-04-032020-09-25$10,051$12,299-$2,248-$2,248
175 SHS ROYAL DUTCH SHELL PLC SPONSOREDP2019-04-032020-04-30$5,862$11,344-$5,482-$5,482
200 SHS INTEL CORPP2013-08-082020-07-28$9,899$4,516$5,383$5,383
225 SHS SUNCOR ENERGY INCP2019-04-032020-04-21$3,261$7,427-$4,166-$4,166
25 SHS LAM RESH CORPP2018-06-292020-12-11$12,173$4,347$7,826$7,826
25 SHS NVIDIA CORPP2018-06-292020-12-14$13,273$6,094$7,179$7,179
280 SHS ISHARES MBS ETFP2019-02-282020-07-29$30,985$29,333$1,652$1,652
295 SHS US BANCORP DEL COM NEWP2019-04-032020-09-24$10,340$14,026-$3,686-$3,686
436.967 SHS MATTHEWS JAPAN FUNDP2019-03-212020-04-03$7,533$9,054-$1,521-$1,521
45 SHS FACEBOOK INC CL AP2014-11-122020-12-14$12,424$3,356$9,068$9,068
60 SHS STARBUCKS CORPP2014-03-242020-12-11$6,180$2,266$3,914$3,914
71 SHS CORTEVA INCP2014-11-122020-07-08$1,870$1,995-$125-$125
71 SHS DUPONT DE NEMOURS INCP2014-11-122020-02-13$3,772$5,500-$1,728-$1,728
80 SHS EOG RES INCP2015-02-272020-09-24$2,926$7,181-$4,255-$4,255
80 SHS SALESFORCE.COM INCP2014-10-022020-12-14$17,708$4,554$13,154$13,154
20 SHS BOEING COP2019-04-032020-04-02$2,433$7,731-$5,298-$5,298
150 SHS ISHARES IBOXX HIGH YIELD CRPRT BOND ETFP2020-05-052020-07-29$12,735$11,886$849$849
30 SHS ISHARES MBS ETFP2019-08-202020-07-29$3,320$3,247$73$73
80 SHS ISHARES INTERMEDIATE-TERM CORP BOND ETFP2019-08-202020-05-05$4,610$4,645-$35-$35
1800 SHS ISHARES US TREASURY BOND ETFP2020-05-052020-07-29$50,699$50,449$250$250
550 SHS ISHARES US TREASURY BOND ETFP2020-05-052020-07-29$15,491$15,415$76$76
.11 SHS RAYTHEON TECHNOLOGIES CORPP2019-04-032020-04-03$6$9-$3-$3
660 SHS VANGUARD INTERMDIATE-TRM TREASURY ETFP2019-08-202020-05-05$46,427$44,338$2,089$2,089
CAPITAL GAINS DIVIDENDSP$7,368$7,368$7,368
FieldValueIRS element (for citing)
Capital Gain Net Income$60,600CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,026InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,026SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,026TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$552EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$552TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$474TaxDueAmt

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 (3 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
EVELYN 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$1,486,025AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$253,531AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,739,556TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,739,556AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,093CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,713,463NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,673MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$85,673MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,026TaxBasedOnInvestmentIncomeAmt
Total Tax$1,026TotalTaxAmt
Distributable Before Adj$84,647DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$84,647DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$84,647DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$73,630ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$73,630QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$73,630AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$84,647DistributableAsAdjustedAmt
Undistributed Income PY$68,430UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$73,630QualifyingDistributionsAmt
Applied To Year1$68,430AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,200AppliedToCurrentYearAmt
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$79,447UndistributedIncomeCYAmt
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
TEMPLE BETH DAVID
100 HAUPPAUGE ROADCOMMACKNY11725NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
FOUNDER'S HALL FOUNDATION INC
193 DANBURY ROADRIDGEFIELDCT06877NONEPUBLIC CHARITYFOUNDERS HALL SENIOR CLASS$5,000
FRIENDS OF RIDGEFIELD COMMUNITY PROGRAMS
400 MAIN STREETRIDGEFIELDCT06877NONEPUBLIC CHARITYLIBRARY PROGRAMS$5,000
UNITED WAY OF WESTERN CONNECTICUT
1150 SUMMER STSTAMFORDCT06905NONEPUBLIC CHARITYGENERAL OPERATIONS$15,000
WILDLIFE IN CRISIS CARE
44 INDIAN VALLEY RDWESTONCT06883NONEPUBLIC CHARITYGENERAL OPERATIONS$7,810
NEIGHBORHOOD STUDIOS
391 E WASHINGTON AVEBRIDGEPORTCT06608NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
RIDGEFIELD LIBRARY
472 MAIN STRIDGEFIELDCT06877NONEPUBLIC CHARITYGENERAL SUPPORT$2,755
RIDGEFIELD SYMPHONY ORCHESTRA
77 DANBURY RDRIDGEFIELDCT06877NONEPUBLIC CHARITYGENERAL SUPPORT$2,555
THE RAPTOR TRUST
1390 WHITE BRIDGE ROADMILLINGTONNJ07946NONEPUBLIC CHARITYGENERAL OPERATIONS$22,810
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$68,430TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,645ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$60,600ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$82,261ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$82,261TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID C BEEBE JR CHARITABLE LEAD UNITRUST UA 72095 AS ABusinessNameLine1Txt

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
11905 FRANKLIN US GOVERNMENT SECURITIES FUND$73,191$72,619
1230 ISHARES INTERMEDIATE-TERM CORP BOND ETF$71,832$76,002
1330 FRK LIBERTY SHORT DURATION US GOVT ETF$127,510$127,347
710 VANGUARD INTERMDIATE-TRM TREASURY ETF$58,929$59,108

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,246.073 INVESCO DEVELOPING MARKETS FUND CL R6$48,327$66,603
1,739.47 DODGE & COX INTL STOCK FD$71,998$76,015
100 FACEBOOK INC CL A$5,984$27,316
100 INTL BUSINESS MACHINES CORP$6$12,588
100 LOWES COS INC$7,970$16,051
100 SALESFORCE.COM INC$5,692$22,253
130 IQVIA HOLDINGS INC$7,419$23,292
15 AMAZON.COM INC$4,433$48,854
150 VERIZON COMMUNICATIONS INC$8,824$8,813
155 ASTRAZENECA PLC SPONS ADR$6,460$7,748
160 COMCAST CORP CL A$3,302$8,384
170 FORTIVE CORP$7,891$12,039
170 MASTERCARD INC-CLASS A$3,621$60,680
175 DANAHER CORP$9,860$38,875
185 STARBUCKS CORP$6,953$19,791
200 J P MORGAN CHASE & CO$11,409$25,414
215 CONOCOPHILLIPS$7,617$8,598
215 MICROCHIP TECHNOLOGY INC$9,647$29,694
220 MERCK & CO INC$13,306$17,996
220.0700 T ROWE PRICE INTEL FD$15,000$20,011
25 ALPHABET INC CLASS C$6,826$43,797
25 LOCKHEED MARTIN CORP$9,586$8,875
270 NIKE INC CL B$3,511$38,197
270 TJX COS INC NEW$7,282$18,438
30 PAYPAL HOLDINGS INC$5,761$7,026
30 ROPER TECHNOLOGIES INC$6,292$12,933
300 ABBOTT LABORATORIES$6,106$32,847
300 NEXTERA ENERGY INC$9,637$23,145
315 MORGAN STANLEY$14,603$21,587
320 SCHWAB CHARLES CORP NEW$11,552$16,973
35 BLACKROCK INC$5,650$25,254
35 UNITEDHEALTH GROUP INC$8,588$12,274
4,232.034 FGT FRANKLIN INTERNATIONAL GROWTH FUND$39,545$91,370
40 AIR PRODUCTS & CHEMICALS INC$12,211$10,929
40 PEPSICO INC$2,586$5,932
45 ADOBE SYSTEMS INC$4,835$22,505
45 MCDONALD'S CORP$8,253$9,656
45 STRYKER CORP$7,947$11,027
45 VERTEX PHARMACEUTICALS INC$7,509$10,635
50 ECOLAB INC$6,696$10,818
50 LAM RESEARCH CORP$8,694$23,614
50 SERVICENOW INC$8,712$27,522
35 STANLEY BLACK & DECKER INC$5,973$6,250
512.047 FRANKLIN SMALL CAP VALUE FUND$26,605$27,354
55 CROWN CASTLE INTEL CORP$7,733$8,755
59 CHEVRON CORP$6,399$4,983
60 NVIDIA CORP$10,436$31,332
600 APPLE INC$3,493$79,614
65 AMERICAN ELECTRIC POWER CO INC$5,311$5,413
65 AMERICAN WATER WORKS CO INC$8,046$9,976
65 CONSTELLATION BRANDS INC CL A$12,856$14,238
65 NESTLE S A SPONSORED ADR REPSTG REG SH$4,901$7,657
65 PROCTER & GAMBLE CO$8,349$9,044
68 VONTIER CORP$1,366$2,271
75 CHUBB LTD$3,952$11,544
75 ELECTRONIC ARTS$6,111$10,770
75 MICROSOFT CORP$9,011$16,681
75 TEXAS INSTRUMENTS INC$11,381$12,310
80 COSTCO WHOLESALE CORP$9,178$30,141
891.266 ARTISAN SMALL CAP FUND$26,958$46,987
90 HONEYWELL INTL INC$13,842$19,142
95 DISNEY WALT CO$10,332$17,211
965.7790 MATTHEWS JAPAN FUND$20,010$24,453

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMUTUAL FUND CASH ADJUSTMENTDesc
Amt$84Amt

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 Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMERCK & CO LITIGATION SETTLEMENTDesc
Revenue And Expenses Per Books$16RevenueAndExpensesPerBooksAmt
Net Investment Income$16NetInvestmentIncomeAmt
Adjusted Net Income$16AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$10,449Amt
Net Investment Income$8,359NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,090DisbursementsCharitablePrpsAmt

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

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$82Amt
Net Investment Income$82NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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