3 BS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- 3 BS FOUNDATION INC (EIN 11-3752909)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-28
- IRS object ID
- 202041499349101709
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-28T16:09:47-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135069335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY INT'L | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113752909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 3 B'S FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 3BSF | BusinessNameControlTxt |
| Phone | 2126323000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO FIDUCIARY TR CO 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BEEBE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126323000 | PhoneNum |
| Signature | 2020-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN WONG | PreparerPersonNm |
| PTIN | P00293096 | PTIN |
| Phone | 2126323000 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,676,482 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $117,266 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,146 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,522 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $390,854 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,522 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $132 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $132 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $145,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,800 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,709 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,967 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,742 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,449 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $421 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $410 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,193 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,388 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,777 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,748 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,748 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,388 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,412 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,594 | CashBOYAmt |
| Cash EOY | $109,832 | CashEOYAmt |
| Cash EOYFMV | $109,832 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $122,500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $176,500 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $176,500 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $702,323 | CorporateStockBOYAmt |
| Corporate Stock EOY | $655,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,168,971 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $156,060 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $215,907 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $221,179 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,085,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,157,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,676,482 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $957,829 | CapitalStockBOYAmt |
| Capital Stock EOY | $957,829 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $127,648 | RetainedEarningBOYAmt |
| Retained Earning EOY | $199,828 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,085,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,157,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,085,477 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,157,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,085,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $94 | OtherIncreasesAmt |
| Subtotal | $1,157,696 | SubtotalAmt |
| Other Decreases | $39 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,157,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 SHS ALLERGAN PLC | P | 2019-04-09 | 2019-06-06 | $6,277 | $7,470 | -$1,193 | -$1,193 |
| 25 SHS AMERICAN TOWER CORP | P | 2019-04-03 | 2019-12-03 | $5,296 | $4,889 | $407 | $407 |
| 23.208 SHS FRANKLIN INTL SMALL CAP FUND | P | 2018-12-17 | 2019-11-12 | $383 | $366 | $17 | $17 |
| 250 SHS HALLIBURTON CO | P | 2019-04-03 | 2019-09-17 | $5,507 | $7,591 | -$2,084 | -$2,084 |
| 330 SHS ISHARES 3-7 YEARS TREASURY BOND ETF | P | 2019-03-04 | 2019-08-20 | $42,083 | $39,980 | $2,103 | $2,103 |
| 875 SHS ISHARES CORE U.S. AGGREGATE BOND ETF | P | 2018-07-16 | 2019-02-26 | $94,024 | $93,016 | $1,008 | $1,008 |
| 50 SHS ROCKWELL AUTOMATION INC | P | 2019-04-03 | 2019-08-27 | $7,303 | $9,216 | -$1,913 | -$1,913 |
| 520 SHS SPDR EURO STOXX 50 ETF | P | 2018-12-31 | 2019-01-28 | $18,083 | $17,291 | $792 | $792 |
| 688.16 SHS TEMPLETON ISTL FDS INC | P | 2018-12-21 | 2019-08-29 | $10,095 | $10,612 | -$517 | -$517 |
| 50 SHS AMERICAN TOWER CORP | P | 2017-11-28 | 2019-12-03 | $10,592 | $7,429 | $3,163 | $3,163 |
| .6667 SHS CORTEVA INC | P | 2014-08-25 | 2019-06-03 | $18 | $19 | -$1 | -$1 |
| 71.6667 SHS DOW INC | P | 2014-11-12 | 2019-10-28 | $3,632 | $3,639 | -$7 | -$7 |
| .6667 SHS DUPONT DE NEMOURS INC | P | 2014-08-25 | 2019-06-03 | $44 | $53 | -$9 | -$9 |
| 25 SHS FEDEX CORP | P | 2017-04-04 | 2019-06-14 | $4,073 | $4,898 | -$825 | -$825 |
| 1401.525 SHS FRANKLIN INTL SMALL CAP FUND | P | 2017-12-15 | 2019-11-12 | $23,153 | $21,728 | $1,425 | $1,425 |
| 4 SHS GARRETT MOTION INC | P | 2017-11-28 | 2019-02-06 | $65 | $64 | $1 | $1 |
| 170 SHS ISHARES CORE S&P | P | 2018-06-18 | 2019-08-15 | $31,185 | $33,927 | -$2,742 | -$2,742 |
| 976 SHS ISHARES CURRENCY HEDGED MSCI JAPAN ETF | P | 2016-12-27 | 2019-03-12 | $29,778 | $29,594 | $184 | $184 |
| 165 SHS ISHARES RUSSELL 2000 VALUE ETF | P | 2017-12-01 | 2019-05-31 | $18,817 | $20,851 | -$2,034 | -$2,034 |
| 40 SHS SIGNATURE BANK | P | 2014-12-08 | 2019-02-11 | $5,342 | $5,012 | $330 | $330 |
| 75 SHS STARBUCKS CORP | P | 2014-03-24 | 2019-09-10 | $6,800 | $2,894 | $3,906 | $3,906 |
| 2992.838 SHS TEMPLETON ISTL FDS INC | P | 2018-07-25 | 2019-08-29 | $43,905 | $57,293 | -$13,388 | -$13,388 |
| 320 SHS WELLS FARGO & CO NEW | P | 2011-05-18 | 2019-12-30 | $17,332 | $9,500 | $7,832 | $7,832 |
| CAPITAL GAINS DIVIDENDS | P | $7,067 | $7,067 | $7,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,522 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,743 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,301,777 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040516 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,469 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,060,698 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043810 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,023 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $925,380 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055137 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,264 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $991,048 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049709 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $46,482 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,001,568 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046409 | DistributionYr5Rt |
| Total Distribution | 0.235581 | TotalDistributionRt |
| Average Distribution | 0.047116 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,472,319 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $69,370 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $204 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $69,574 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,525 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $408 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $408 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $408 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $552 | OverpaymentAmt |
| Applied To ES Tax | $552 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST CO INTL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126323000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID C BEEBE III | ||||||||
| C/O FIDUCIARY TR 280 PARK AVE | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SCOTT M BEEBE | ||||||||
| C/O FIDUCIARY TR 280 PARK AVE | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EVELYN BEEBE | ||||||||
| C/O FIDUCIARY TR 280 PARK AVE | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,295,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $199,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,494,740 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,494,740 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,472,319 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,616 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,616 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $408 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $408 | TotalTaxAmt |
| Distributable Before Adj | $73,208 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $73,208 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $73,208 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $64,525 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,208 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,747 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,747 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,778 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $68,430 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL AUDUBON SOCIETY | |||||||
| 9308 S WADSWORTH BLVD | LITTLETON | CO | 80128 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| FOUNDER'S HALL FOUNDATION INC | |||||||
| 193 DANBURY ROAD | RIDGEFIELD | CT | 06877 | NONE | PUBLIC CHARITY | FOUNDERS HALL SENIOR CLASS | $4,500 |
| FRIENDS OF RIDGEFIELD COMMUNITY PROGRAMS | |||||||
| 400 MAIN STREET | RIDGEFIELD | CT | 06877 | NONE | PUBLIC CHARITY | LIBRARY PROGRAMS | $4,165 |
| HARTFORD ART SCHOOL | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | NONE | PUBLIC CHARITY | INSTITUTIONAL ADVANCEMENT | $10,000 |
| MADISON AREA YMCA | |||||||
| 111 KINGS ROAD | MADISON | NJ | 07940 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $13,000 |
| THE RAPTOR TRUST | |||||||
| 1390 WHITE BRIDGE ROAD | MILLINGTON | NJ | 07946 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,916 |
| RIDGEFIELD LIBRARY | |||||||
| 472 MAIN ST | RIDGEFIELD | CT | 06877 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| THE ELLA JEWEL FOUNDATION | |||||||
| PO BOX 396 | BETHEL | CT | 06801 | NONE | PUBLIC CHARITY | GENERAL | $501 |
| CONGREGATION BETH DAVID | |||||||
| 19700 PROSPECT RD | SARATOGA | CA | 95070 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| NEIGHBORHOOD STUDIOS | |||||||
| 391 E WASHINGTON AVE | BRIDGEPORT | CT | 06608 | NONE | PUBLIC CHARITY | GENERAL | $2,750 |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| STEPPING STONE | |||||||
| MATHEWS PARK 303 WEST AVE | NORWALK | CT | 06850 | NONE | PUBLIC CHARITY | GENERAL | $4,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,748 | 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 | 14 | ExclusionCd |
| Exclusion | $24,146 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,522 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,800 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,800 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID C BEEBE JR CHARITABLE LEAD UNITRUST UA 72095 AS A | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FIDUCIARY TRUST CO 280 PARK AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $117,266 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,625 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 105 ISHARES MBS ETF | $43,091 | $44,305 |
| 950 ISHARES INTERMEDIATE-TERM CORP BOND ETF | $128,477 | $133,354 |
| 660 VANGUARD INTERMDIATE-TRM TREASURY ETF | $44,339 | $43,520 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 INTL BUSINESS MACHINES CORP | $6 | $13,404 |
| 100 LOWES COS INC | $7,970 | $11,976 |
| 100 ROYAL DUTCH PLC ADR | $11,344 | $10,322 |
| 1246.073 OPPENHEIMER DEVELOPING MKTS FDS | $48,327 | $56,808 |
| 130 IQVIA HOLDINGS INC | $7,419 | $20,086 |
| 135 TJX COS INC NEW | $7,282 | $16,486 |
| 140 MORGAN STANLEY | $14,603 | $16,103 |
| 145 FACEBOOK INC CL A | $9,341 | $29,761 |
| 145 US BANCORP DEL COM NEW | $14,026 | $17,491 |
| 15 AMAZON.COM INC | $4,433 | $27,718 |
| 155 ASTRAZENECA PLC SPONS ADR | $6,460 | $7,728 |
| 160 COMCAST CORP CL A | $3,302 | $7,195 |
| 170 FORTIVE CORP | $9,257 | $12,986 |
| 170 MASTERCARD INC-CLASS A | $3,621 | $50,760 |
| 170 SCHWAB CHARLES CORP NEW | $11,552 | $15,219 |
| 175 APPLE INC | $4,075 | $51,389 |
| 175 DANAHER CORP | $9,860 | $26,859 |
| 180 SALESFORCE.COM INC | $10,246 | $29,275 |
| 200 INTEL CORP | $4,516 | $11,970 |
| 200 J P MORGAN CHASE & CO | $11,409 | $27,880 |
| 71 DUPONT DE NEMOURS INC | $5,500 | $4,558 |
| 215 MICROCHIP TECHNOLOGY INC | $9,647 | $22,515 |
| 220 MERCK & CO INC | $13,306 | $20,009 |
| 25 ALPHABET INC CLASS C | $6,826 | $33,426 |
| 30 CONSTELLATION BRANDS INC CL A | $12,856 | $12,334 |
| 30 ROPER TECHNOLOGIES INC | $6,292 | $10,627 |
| 300 ABBOTT LABORATORIES | $6,106 | $26,058 |
| 320 STARBUCKS CORP | $9,219 | $21,540 |
| 346.872 FRANKLIN SMALL CAP VALUE FUND | $26,605 | $26,493 |
| 35 BLACKROCK INC | $5,650 | $17,595 |
| 375 NIKE INC CL B | $5,117 | $37,991 |
| 40 HONEYWELL INTL INC | $13,842 | $15,930 |
| 40 PEPSICO INC | $2,586 | $5,467 |
| 4164.234 FGT FRANKLIN INTERNATIONAL GROWTH FUND | $39,545 | $70,379 |
| 44 CHEVRON CORP | $6,399 | $7,110 |
| 45 ADOBE SYSTEMS INC | $4,835 | $14,841 |
| 45 VERTEX PHARMACEUTICALS INC | $7,509 | $9,853 |
| 50 CBOE GLOBAL MARKETS INC | $13,864 | $15,000 |
| 50 ECOLAB INC | $6,696 | $9,650 |
| 50 SERVICENOW INC | $8,712 | $14,116 |
| 54 CVS HEALTH CORP | $8,582 | $9,955 |
| 60 NEXTERA ENERGY INC | $9,637 | $18,162 |
| 60 NVIDIA CORP | $16,530 | $20,001 |
| 65 NESTLE S A SPONSORED ADR REPSTG REG SH | $4,901 | $7,037 |
| 65 RAYTHEON CO NEW | $12,307 | $16,481 |
| 745.753 ARTISAN SMALL CAP FUND | $26,958 | $30,784 |
| 75 CHUBB LTD | $3,952 | $11,675 |
| 75 ELECTRONIC ARTS | $6,111 | $8,063 |
| 75 LAM RESEARCH CORP | $13,041 | $21,930 |
| 80 COSTCO WHOLESALE CORP | $9,178 | $23,514 |
| 80 EOG RES INC | $7,181 | $6,701 |
| 95 DISNEY WALT CO | $10,332 | $13,740 |
| 20 BOEING CO | $7,730 | $6,514 |
| 71 CORTERA INC | $1,995 | $2,099 |
| 55 CROWN CASTLE INTEL CORP | $7,733 | $7,818 |
| 75 MICROSOFT CORP | $9,011 | $11,828 |
| 225 SUNCOR ENERGY INC | $7,427 | $7,380 |
| 35 UNITEDHEALTH GROUP INC | $8,588 | $10,289 |
| 752.3960 DODGE & COX INTL STOCK FD | $29,998 | $32,804 |
| 1402.7460 MATTHEWS JAPAN FUND | $29,065 | $30,229 |
| 220.0700 T ROWE PRICE INTEL FD | $15,000 | $15,059 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL BASIS ADJUSTMENT | $35 |
| ROUNDING DIFFERENCE | $4 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | $0 | $250 |
| NEW YORK LAW JOURNAL | $160 | $0 | $160 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERCK & CO LITIGATION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $132 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $132 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $132 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND CASH ADJUSTMENT | Desc |
| Amt | $94 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $8,709 | Amt |
| Net Investment Income | $6,967 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,742 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID C BEEBE JR CHARITABLE LEAD UNITRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FIDUCIARY TR CO 280 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $421 | $421 | $0 |
| FEDERAL EXCISE TAX | $1,028 | $0 | $0 |
Comments