LANBRO FOUNDATION TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LANBRO FOUNDATION TR (EIN 35-6876236)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-04-08
- IRS object ID
- 201920989349100607
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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 | 2019-04-08T17:50:07-04:00 | ReturnTs |
| Tax Period End | 2018-11-30 | 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 | 295 MADISON AVENUE STE 1101 | 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 | 2017-12-01 | 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 | 56 INDIAN HILL ROAD | AddressLine1Txt |
| City | Bedford | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA BURKE-HENNESSY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125998160 | PhoneNum |
| Signature | 2019-04-03 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.116.201.249 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-08 | IPDt |
| IP Tm | 17:51:42 | IPTm |
| Federal Original Submission Id | 13945720190983gcsgv4 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-04-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3D086A09356B956E2473594A744D2118AAB3FC83 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3D086A09356B956E2473594A744D2118AAB3FC83 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $454,312 | 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 |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,824 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $33,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,438 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,994 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $49,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,438 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,994 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,420 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,420 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $369 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $369 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,679 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,679 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,468 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $139,835 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,835 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,468 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$105,040 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,970 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,994 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $110,573 | CashBOYAmt |
| Cash EOY | $35,249 | CashEOYAmt |
| Cash EOYFMV | $35,249 | CashEOYFMVAmt |
| US Government Obligations BOY | $34,804 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $74,872 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $94,281 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $340,331 | CorporateStockBOYAmt |
| Corporate Stock EOY | $270,547 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $288,395 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $40,153 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $40,153 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $36,387 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $525,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $420,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $454,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $525,861 | UnrestrictedBOYAmt |
| Unrestricted EOY | $420,821 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $525,861 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $420,821 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $525,861 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $420,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $525,861 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$105,040 | ExcessRevenueOverExpensesAmt |
| Subtotal | $420,821 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $420,821 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| BB & T CORP | P | 2017-05-05 | 2018-03-02 | $16,581 | $13,032 | $3,549 |
| INTEL | P | 2011-02-04 | 2018-03-28 | $40,831 | $17,181 | $23,650 |
| KIMBERLY CLARK | P | 2014-12-31 | 2018-02-08 | $21,538 | $37,477 | -$15,939 |
| SCHLUMBERGER | P | 2017-10-10 | 2018-02-07 | $18,436 | $16,442 | $1,994 |
| US TREASURY BOND | P | 2016-09-13 | 2017-12-14 | $9,076 | $9,715 | -$639 |
| UNITED TECH | P | 2010-12-23 | 2018-10-15 | $26,009 | $15,820 | $10,189 |
| VERIZON | P | 2011-12-19 | 2017-07-23 | $33,083 | $25,111 | $7,972 |
| VODAPHONE | P | 2013-01-25 | 2017-07-23 | $11,663 | $21,594 | -$9,931 |
| WELLS FARGO | P | 2011-04-29 | 2017-02-22 | $24,037 | $11,444 | $12,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,438 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,994 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $100,182 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $517,763 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.19349 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $448,761 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.229521 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $58,260 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $392,671 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.148368 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,435 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $389,599 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.175655 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,335 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $335,374 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.144123 | DistributionYr5Rt |
| Total Distribution | 0.891157 | TotalDistributionRt |
| Average Distribution | 0.178231 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $503,587 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,755 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $89,945 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $139,835 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $190 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $190 | 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 295 MADISON | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 |
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 295 MADISON | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 BRUNSWICK SCHOOL | Description1Txt |
| Expenses1 | $60,000 | Expenses1Amt |
| Description2 | BEDFORD HISTORICAL SOCIETY | Description2Txt |
| Expenses2 | $15,000 | Expenses2Amt |
| Description3 | WASHINGTON INTERNATIONAL HORSE SHOW | Description3Txt |
| Expenses3 | $20,000 | Expenses3Amt |
| Description4 | ST MATTHEWS CHURCH | Description4Txt |
| Expenses4 | $14,300 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $438,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,911 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $511,256 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $511,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $503,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,179 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,179 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $190 | TotalTaxAmt |
| Distributable Before Adj | $24,989 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,989 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,989 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,835 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $139,835 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $190 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,645 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,989 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $31,797 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $49,243 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,938 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $81,040 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,463 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $275,481 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,835 | QualifyingDistributionsAmt |
| Applied To Current Year | $24,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $114,846 | RemainingDistriFromCorpusAmt |
| Total Corpus | $390,327 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,797 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $358,530 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,243 | ExcessFromYear4Amt |
| Excess From Year3 | $38,938 | ExcessFromYear3Amt |
| Excess From Year2 | $81,040 | ExcessFromYear2Amt |
| Excess From Year1 | $74,463 | ExcessFromYear1Amt |
| Excess From Current Year | $114,846 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ST MATTHEWS CHURCH | |||||
| PO BOX 293 | Bedford | NY | 10506 | ASSIST WITH PARISH NEEDS | $14,300 |
| BRUNSWICK SCHOOL | |||||
| 100 MAHLER AVENUE | Greenwich | CT | 06830 | ACADEMIC PROGRAMS | $60,000 |
| KIEVE WAVUS EDUCATION | |||||
| PO BOX 169 | Nobleboro | ME | 04555 | CAMP FOR AT RISK CHILDREN | $500 |
| BEDFORD HISTORICAL SOCIETY | |||||
| 612 OLD POST ROAD | Bedford | NY | 10506 | PRESERVE HISTORICAL BUILDINGS | $15,000 |
| NORTH SALEM BRIDLE TRAILS ASSOC | |||||
| PO BOX 585 | North Salem | NY | 10560 | MAINTENANCE OF HORSEBACKRIDING TRAILS | $750 |
| 13 HANDS EQUINE RESCUE INC | |||||
| PO BOX 313 | Bedford Hills | NY | 10507 | RESCUES ABUSED HORSES | $13,400 |
| BEDFORD VILLAGE CHOWDER MARCHING | |||||
| PO BOX 704 | Bedford | NY | 10506 | CLEAN UP WEEKEND | $250 |
| BEDFORD GARDEN CLUB | |||||
| PO BOX 732 | Bedford | NY | 10506 | SUPPORT TO GARDENING | $1,200 |
| CAPE COD MARITIME | |||||
| 135 SOUTH ST | Hyannis | MA | 02601 | MUSEUM FOR HISTORY OF | $1,000 |
| WESLEYAN UNIVERSITY | |||||
| 45 WYLLYS AVE | Middletown | CT | 06459 | WRESTLING FUND | $2,000 |
| JOHN JAY HOMESTEAD FRIENDS | |||||
| PO BOX 148 | Katonah | NY | 10536 | PROMOTES KNOWLEDGE AND HERTIAGE OF JOHN JAY | $825 |
| WASHINGTON INTERNATIONAL HORSE SHOW | |||||
| 3299 K STREET NW SUITE 600 | Washington | DC | 20007 | PROVIDES COMPLIMENTARYTICKETS TO FIRST | $20,000 |
| WE CAN CORPORATION | |||||
| 783 ROUTE 28 | Harwich Port | MA | 02646 | EMPOWERING WOMEN ON CAPECOD | $100 |
| UNIVERSITY OF DENVER | |||||
| 2190 EAST ASBURY AVENUE | Denver | CO | 80208 | SCHOLARSHIP FUND | $2,500 |
| NORTH SALEM OPEN LAND FOUNDATION | |||||
| PO BOX 176 | North Salem | NY | 10560 | LAND PRESERVATION ANDCONSERVATION EFFORTS | $1,500 |
| WESTCHESTER CHRISTMAS DINNER | |||||
| PO BOX 121 | Katonah | NY | 10536 | CHRISTMAS DINNER FOR THOSE IN NEED | $150 |
| PET RESCUE | |||||
| PO BOX 393 | Larchmont | NY | 10538 | HELP NEEDY CATS AND DOGS FIND A HOME | $250 |
| RUSTICUS GARDEN CLUB | |||||
| POST OFFICE BOX | Bedford | NY | 10506 | TO SUPPORT INTERNSHIPS FOR LOCAL ORGANIZATIONS | $150 |
| NEW YORK BOTANICAL GARDEN | |||||
| 2900 SOUTHERN BOULEVARD | Bronx | NY | 10458 | SUPPORT FOR HORTICULTURE PROGRAMS | $700 |
| BEDFORD RIDING LANES ASSOCIATION | |||||
| PO BOX 178 | Bedford | NY | 10506 | MAINTAIN TRAIN NETWORKS IN EASTERN UNITED STATES | $910 |
| THE PIEDMONT FOX HOUNDS | |||||
| PO BOX 13 | Upperville | VA | 20185 | IN MEMORY OF JOE STETTINIUS | $1,000 |
| MULTIPLE MYELOMA | |||||
| 383 MAIN AVENUE | Norwalk | CT | 06851 | TO SUPPORT RESEARCH AND RELATED PROGRAMMING | $500 |
| tHE MALOTO SOCIETY | |||||
| 85 SOUTH BROADWAY | Nyack | NY | 10960 | SUPPORT EDUCATIONAL ACTIVITIES | $250 |
| CITYPARKS | |||||
| 830 FIFTH AVENUE | New York | NY | 10065 | TO INVIGORATE AND TRANSFORM CITY PARKS | $150 |
| ALZHEIMERS ASSOCIATION | |||||
| 2290 N FIRST ST SUITE 101 | San Jose | CA | 95131 | TO RAISE AWARENESS AND FUNDS FOR ALZHEIMER CARE | $500 |
| WESTCHESTER CHRISTIAN | |||||
| 294 OLD MAMARONECK RD | White Plains | NY | 10605 | SUPPORT SPREADING MESSAGE OF CHURCH | $500 |
| HEIFER INTERNATIONAL | |||||
| 1 WORLD AVENUE | Little Rock | AR | 72202 | SUPPORT TO ENDING HUNGER AND POVERTY | $150 |
| LEUKEMIA AND LYMPHOMA | |||||
| 3 INTERNATIONAL DRIVE 200 | Port Chester | NY | 10573 | TO CURE LEUKEMIA AND LYMPHOMA | $300 |
| WATERSIDE SCHOOL | |||||
| 770 PACIFIC ST | Stamford | CT | 06902 | TO SUPPORT ACADEMIC PROGRAMS | $500 |
| RUTH KEELER MEMORIAL LIBRARY | |||||
| 276 TITICUS RD | North Salem | NY | 10560 | SUPPORT TO THE LIBRARY | $350 |
| CHRIST CHURCH GREENWICH | |||||
| 254 E PUTNAM AVE | Westport | CT | 06880 | TO SUPPORT THE CHURCHS MISSION | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $139,835 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,824 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,438 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $49,263 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,263 | 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 | $6,420 | Amt |
| Net Investment Income | $6,420 | 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 | $40,153 | EOYBookValueAmt |
| EOYFMV | $36,387 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $270,547 | EOYBookValueAmt |
| EOYFMV | $288,395 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $74,872 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $94,281 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKER FEES | $5,751 | $5,751 | $0 | $0 |
| OFFICE EXPENSE | $1,928 | $1,928 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $169 | $169 | $0 | $0 |
| NEW YORK | $200 | $200 | $0 | $0 |
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