LEAH AND ALAIN LEBEC FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LEAH AND ALAIN LEBEC FOUNDATION INC (EIN 20-1944833)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-04-17
IRS object ID
202011089349101206
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-04-17T14:09:50-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201944833EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Leah and Alain Lebec Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlLEAHBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAIN LEBECPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-03-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,445,055FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,085InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,085InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$81,805DividendsRevAndExpnssAmt
Dividends Net Invst Incm$81,805DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$87,321NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,337,179GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$143,800CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$170,211TotalRevAndExpnssAmt
Total Net Invst Incm$226,690TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$150OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$150OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,500TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$21,645OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$60OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$21,585OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,295TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$210TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$21,585TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$473,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$473,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$496,995TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$210TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$495,285TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$326,784ExcessRevenueOverExpensesAmt
Net Investment Income$226,480NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$338,373SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$266,990SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$266,990SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,995,720CorporateStockBOYAmt
Corporate Stock EOY$3,740,319CorporateStockEOYAmt
Corporate Stock EOYFMV$4,178,065CorporateStockEOYFMVAmt
Total Assets BOY$4,334,093TotalAssetsBOYAmt
Total Assets EOY$4,007,309TotalAssetsEOYAmt
Total Assets EOYFMV$4,445,055TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,334,093RetainedEarningBOYAmt
Retained Earning EOY$4,007,309RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,334,093TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,007,309TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,334,093TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,007,309TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,334,093TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$326,784ExcessRevenueOverExpensesAmt
Subtotal$4,007,309SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,007,309TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$1,337,179GrossSalesPriceAmt
Cost Or Other Basis$1,193,379CostOrOtherBasisAmt
Gain Or Loss$143,800GainOrLossAmt
Gains Minus Excess Or Losses$143,800GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$143,800CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$314,645AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,783,967NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.083152DistributionYr1Rt
Adjusted Qlfy Distri Yr2$302,689AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,898,936NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.077634DistributionYr2Rt
Adjusted Qlfy Distri Yr3$284,972AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,792,991NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.075131DistributionYr3Rt
Adjusted Qlfy Distri Yr4$292,247AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,071,251NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.071783DistributionYr4Rt
Adjusted Qlfy Distri Yr5$65,370AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,701,397NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038421DistributionYr5Rt
Total Distribution0.346121TotalDistributionRt
Average Distribution0.069224AverageDistributionRt
Net Vl Noncharitable Assets$4,248,392NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$294,091AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,265NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$296,356AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$495,285QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,265InvestmentIncomeExciseTaxAmt
Subtotal$2,265SubtotalAmt
Tax Based On Investment Income$2,265TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,536EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,536TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$729TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Alain Lebec
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Christina M Lebec
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Gabriel L Lebec
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Leah Lebec
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Xavier A Lebec
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,147,053AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$166,035AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,313,088TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,313,088AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$64,696CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,248,392NetVlNoncharitableAssetsAmt
Minimum Investment Return$212,420MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$212,420MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,265TaxBasedOnInvestmentIncomeAmt
Total Tax$2,265TotalTaxAmt
Distributable Before Adj$210,155DistributableBeforeAdjAmt
Distributable Before Ded$210,155DistributableBeforeDedAmt
Distributable As Adjusted$210,155DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$495,285ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$495,285QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,265PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$493,020AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$210,155DistributableAsAdjustedAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr4$92,734ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$97,362ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$113,650ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$128,375ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$432,121TotalExcessDistributionCyovAmt
Qualifying Distributions$495,285QualifyingDistributionsAmt
Applied To Current Year$210,155AppliedToCurrentYearAmt
Remaining Distri From Corpus$285,130RemainingDistriFromCorpusAmt
Total Corpus$717,251TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$717,251ExcessDistriCyovToNextYrAmt
Excess From Year4$92,734ExcessFromYear4Amt
Excess From Year3$97,362ExcessFromYear3Amt
Excess From Year2$113,650ExcessFromYear2Amt
Excess From Year1$128,375ExcessFromYear1Amt
Excess From Current Year$285,130ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAlain LebecContributingManagerNm
Contributing ManagerLeah LebecContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CORPORATE PARTNERS
140 E 45TH ST FL 19NEW YORKNY10017N/APCGeneral & Unrestricted$25,000
ASSOCIATION FOR SCIENCE IN AUTISM TREATMENT INC
PO BOX 1447HOBOKENNJ07030N/APCGeneral & Unrestricted$15,000
BIRTHRIGHT OF GREATER STAMFORD INC
388 SUMMER STSTAMFORDCT06901N/APCGeneral & Unrestricted$250
BOYS & GIRLS CLUB OF INDIAN RIVER COUNTY INC
1729 17TH AVEVERO BEACHFL32960N/APCGeneral & Unrestricted$1,000
BRUNSWICK SCHOOL INC
100 MAHER AVEGREENWICHCT06830N/APCHorizons at Brunswick School Program$2,000
CALL A RIDE OF GREENWICH
37 LAFAYETTE PLGREENWICHCT06830N/APCGeneral & Unrestricted$250
DASIE BRIDGEWATER HOPE CENTER INC
PO BOX 701483WABASSOFL32970N/APCGeneral & Unrestricted$1,000
EAST END HOSPICE INC
PO BOX 1048WESTHAMPTON BEACHNY11978N/APCGeneral & Unrestricted$1,000
EAST HAMPTON HEALTHCARE FOUNDATION
200 PANTIGO PLEAST HAMPTONNY11937N/APCGeneral & Unrestricted$1,000
EAST HAMPTON HISTORICAL SOCIETY INC
101 MAIN STEAST HAMPTONNY11937N/APCGeneral & Unrestricted$1,000
EAST HAMPTON MEALS ON WHEELS INC
33 NEWTOWN LNEAST HAMPTONNY11937N/APCGeneral & Unrestricted$250
GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED
1111 E PUTNAM AVERIVERSIDECT06878N/APCGeneral & Unrestricted$250
GREENWICH HOSPITAL
5 PERRYRIDGE RDGREENWICHCT06830N/APCGeneral & Unrestricted$100,000
GREENWICH LIBRARY
101 W PUTNAM AVEGREENWICHCT06830N/APCGeneral & Unrestricted$250
HILL HOUSE INC
10 RIVERSIDE AVERIVERSIDECT06878N/APCGeneral & Unrestricted$500
HOME FOR THE AGED OF LITTLE SISTERS OF THE POOR
1365 ENFIELD STENFIELDCT06082N/APCGeneral & Unrestricted$3,000
INNER-CITY FOUNDATION FOR CHARITY & EDUCATION INC
238 JEWETT AVEBRIDGEPORTCT06606N/APCGeneral & Unrestricted$5,000
MEALS-ON-WHEELS INC OF GREENWICH CONNECTICUT
89 MAPLE AVEGREENWICHCT06830N/APCGeneral & Unrestricted$250
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065N/APCGeneral & Unrestricted$1,000
NEW YORK CITY BALLET INC
20 LINCOLN CENTER PLZNEW YORKNY10023N/APCSpring Gala$10,000
NEW YORK UNIVERSITY
PO BOX 6706HAGERSTOWNMD21740N/APCDean's Fund for the Restoration of Bobst Library$100,000
PASSIONIST COMMUNICATIONS INC
PO BOX 111RYE BROOKNY10573N/APCGeneral & Unrestricted$200
READ ALLIANCE INC
160 BROADWAY 8TH FL E BLDGNEW YORKNY10038N/APCGeneral & Unrestricted$50,000
READ ALLIANCE INC
160 BROADWAY 8TH FL E BLDGNEW YORKNY10038N/APCCharitable Event$25,000
THE LEARNING ALLIANCE INC
PO BOX 643446VERO BEACHFL32964N/APCGeneral & Unrestricted$25,000
THE LEARNING ALLIANCE INC
PO BOX 643446VERO BEACHFL32964N/APCCharitable Event$2,500
THE ONE LOVE FDN IN HONOR OF YEARDLEY LOVE INC
44 PONDFIELD RD STE 12BRONXVILLENY10708N/APCGeneral & Unrestricted$2,000
UNITED WAY OF INDIAN RIVER COUNTY INC
PO BOX 1960VERO BEACHFL32961N/APCGeneral & Unrestricted$1,000
WE STAND WITH CHRIST INC
238 JEWETT AVEBRIDGEPORTCT06606N/APCGeneral & Unrestricted$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$473,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,085ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81,805ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$87,321ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$170,211ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$170,211TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA CORP$290,710$183,144
BLACKROCK EVENT DRIVEN EQUITY$233,213$240,519
BLACKROCK FDS HLTH SCI INV A$140,838$247,439
BLACKROCK GLOBAL ALLOCATION C$36,587$36,746
BLACKROCK HLTHSC OP C$145,362$250,432
EATON VANCE RICHARD BERNSTEIN$377,435$370,513
ELI LILLY & CO$49,056$138,002
FIRST EAGLE SOGEN GLOBAL FUND$620,093$655,974
FOX CORP CL A$74,755$67,949
GENERAL ELECTRIC CO$130,012$55,800
JPMORGAN INCOME BUILDER FUND$1,217,398$1,267,216
MICROSOFT CORP$51,623$173,470
THE COCA-COLA CO$90,810$110,700
WABTEC$4,079$4,123
WALT DISNEY HOLDINGS CO$278,348$376,038

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$21,560$21,560
Bank Charges$60$60
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$150Amt
Net Investment Income$150NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2019CategoryTxt
Amt$1,500Amt

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