LOUISE ESTE BRUCE FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: LOUISE ESTE BRUCE FOUNDATION INC (EIN 47-1439173)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2018-08-22
IRS object ID: 201802349349100400
Schema version: 2017v2.3
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 Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-08-22T09:49:09-05:00	ReturnTs
Tax Period End	2018-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	061413357	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ELIZABETH A SMITH INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3002	AddressLine1Txt
City	MILFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06460	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	471439173	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE LOUISE ESTE BRUCE FOUNDATION INC	BusinessNameLine1Txt
Business Name Line2	c/o RICHARD J BOWLER ESQ	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	BRUC	BusinessNameControlTxt
Phone	9149930936	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10 BANK STREET No 650	AddressLine1Txt
City	WHITE PLAINS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	106061946	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RICHARD J BOWLER	PersonNm
Person Title	PRESIDENT, TREASURER	PersonTitleTxt
Phone	9149930936	PhoneNum
Signature	2018-08-22	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ELIZABETH A SMITH	PreparerPersonNm
PTIN	P01209615	PTIN
Phone	2038785106	PhoneNum

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Initial Return Former Pub Chrty	Yes (X)	InitialReturnFormerPubChrtyInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,303,330	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	$384,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2,313	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,313	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$23,382	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$23,382	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$41,309	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$227,455	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$41,309	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$451,004	TotalRevAndExpnssAmt
Total Net Invst Incm	$67,004	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	$3,200	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,400	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$800	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$44	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$44	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$13,183	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$13,083	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$100	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$16,427	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$15,527	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$900	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$105,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$105,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$121,427	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$15,527	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$105,900	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$329,577	ExcessRevenueOverExpensesAmt
Net Investment Income	$51,477	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$12,516	CashEOYAmt
Cash EOYFMV	$12,516	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$59,723	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$393,219	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$393,219	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$619,113	CorporateStockBOYAmt
Corporate Stock EOY	$587,424	CorporateStockEOYAmt
Corporate Stock EOYFMV	$715,234	CorporateStockEOYFMVAmt
Other Investments BOY	$165,795	OtherInvestmentsBOYAmt
Other Investments EOY	$181,049	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$182,361	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$844,631	TotalAssetsBOYAmt
Total Assets EOY	$1,174,208	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,303,330	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$844,631	UnrestrictedBOYAmt
Unrestricted EOY	$1,174,208	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$844,631	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,174,208	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$844,631	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,174,208	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$844,631	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$329,577	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,174,208	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,174,208	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (83 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
30 SHS ABBOTT LAB	P	2015-08-21	2017-08-18	$1,467	$1,510	-$43	-$43
40 SHS ABBOTT LAB	P	2015-08-21	2018-04-03	$2,397	$2,013	$384	$384
30 SHS ABBVIE INC	P	2017-10-20	2018-06-04	$2,967	$2,873	$94	$94
22 SHS ACCENTURE PLC CL A	P	2017-03-22	2017-07-05	$2,703	$2,749	-$46	-$46
37 SHS AGILENT TECH	P	2017-05-30	2018-06-22	$2,327	$2,062	$265	$265
33 SHS AGILENT TECH	P	2017-06-12	2018-06-25	$2,067	$1,839	$228	$228
8 SHS ALEXION PHARMACEUTICALS	P	2016-11-09	2017-10-26	$1,101	$1,093	$8	$8
3 SHS ALPHABET INC CL A	P	2015-10-05	2017-12-26	$3,219	$2,078	$1,141	$1,141
20 SHS APPLE INC	P	2015-08-21	2017-10-19	$3,191	$2,326	$865	$865
12 SHS APPLE INC	P	2017-03-16	2018-02-08	$1,881	$1,348	$533	$533
11 SHS BROADCOM LTD	P	2016-02-01	2017-10-19	$2,675	$1,372	$1,303	$1,303
140 SHS CITIZENS FINANCIAL GROUP	P	2016-02-25	2017-11-22	$5,319	$3,011	$2,308	$2,308
125 SHS COCA COLA	D	2015-06-22	2018-04-26	$5,506	$5,034	$472	$472
10 SHS COMCAST CORP CL A	P	2015-08-21	2017-10-16	$361	$341	$20	$20
12 SHS CONSTELLATION BRANDS	P	2015-08-21	2018-05-08	$2,662	$1,543	$1,119	$1,119
50 SHS COSTCO WHOLESALE CORP	D	2015-06-22	2018-04-26	$9,725	$5,539	$4,186	$4,186
100 SHS DISNEY WALT CO	D	2015-06-22	2018-04-26	$10,066	$6,311	$3,755	$3,755
60 SHS DOMINION RESOURCE INC	P	2016-01-12	2017-09-29	$4,619	$4,112	$507	$507
50 SHS EATON CORP	D	2015-06-22	2017-08-11	$3,672	$3,043	$629	$629
9 SHS ELECTRONIC ARTS INC	P	2016-11-02	2017-11-22	$968	$718	$250	$250
20 SHS FACEBOOK INC-A	P	2015-08-21	2018-03-06	$3,511	$1,885	$1,626	$1,626
6 SHS FACEBOOK INC-A	P	2015-08-21	2018-03-13	$1,102	$565	$537	$537
9 SHS FACEBOOK INC-A	P	2015-08-21	2018-03-19	$1,647	$848	$799	$799
9 SHS FACEBOOK INC-A	P	2015-08-21	2018-04-02	$1,384	$848	$536	$536
30 SHS HALLIBURTON CO	P	2015-08-22	2017-11-22	$1,484	$1,234	$250	$250
80 SHS HALLIBURTON CO	P	2017-09-29	2018-06-25	$3,595	$3,377	$218	$218
30 SHS HARTFORD FINANCIAL SVCS	P	2015-08-21	2017-11-22	$1,677	$1,475	$202	$202
20 SHS HARTFORD FINANCIAL SVCS	P	2015-08-21	2018-02-21	$1,086	$984	$102	$102
2 SHS HILL-ROM HOLDINGS INC	P	2017-05-30	2018-01-16	$174	$151	$23	$23
9 SHS HILL-ROM HOLDINGS INC	P	2017-06-09	2018-01-17	$783	$691	$92	$92
9 SHS HILL-ROM HOLDINGS INC	P	2017-06-09	2018-01-18	$778	$707	$71	$71
2 SHS HOME DEPOT INC	P	2015-08-21	2017-09-08	$319	$244	$75	$75
16 SHS HOME DEPOT INC	P	2015-08-21	2018-02-16	$2,932	$1,952	$980	$980
4 SHS INCYLE CORP	P	2016-10-12	2017-08-16	$497	$377	$120	$120
50 SHS INTL EXCHANGES INC	P	2015-08-21	2017-07-14	$3,274	$2,410	$864	$864
20 SHS INTL EXCHANGES INC	P	2015-08-21	2017-09-06	$1,296	$964	$332	$332
7 SHS LAM RESEARCH CORP	P	2015-08-21	2012-05-22	$1,365	$1,169	$196	$196
20 SHS LILLY ELI & CO	P	2016-01-25	2017-11-01	$1,657	$1,635	$22	$22
18 SHS 3M COMPANY	P	2015-09-09	2018-05-22	$3,583	$2,566	$1,017	$1,017
12 SHS 3M COMPANY	P	2015-09-09	2018-06-19	$2,407	$1,710	$697	$697
30 SHS MERCK & CO INC	P	2015-08-21	2017-10-27	$1,873	$1,792	$81	$81
90 SHS MICRON TECHNOLOGY	P	2016-11-16	2017-07-28	$2,689	$1,583	$1,106	$1,106
80 SHS MICRON TECHNOLOGY	P	2016-11-17	2017-08-01	$2,417	$1,416	$1,001	$1,001
90 SHS MICRON TECHNOLOGY	P	2016-11-17	2017-08-08	$2,495	$1,617	$878	$878
50 SHS MICRON TECHNOLOGY	P	2016-12-12	2017-08-08	$1,411	$1,118	$293	$293
11 SHS NVIDIA CORP	P	2016-10-18	2018-03-13	$2,682	$720	$1,962	$1,962
32 SHS P V H CORP	P	2015-08-21	2017-10-05	$4,027	$3,711	$316	$316
90 SHS PEPSICO INC	P	2015-06-22	2018-01-18	$10,610	$7,299	$3,311	$3,311
20 SHS PROCTER & GAMBLE	P	2015-06-22	2018-04-19	$1,564	$1,553	$11	$11
100 SHS SCHWAB CHARLES	P	2015-08-21	2018-03-23	$5,605	$3,398	$2,207	$2,207
11 SHS STRYKER CORP	P	2018-04-03	2018-06-14	$1,805	$1,777	$28	$28
50 SHS SYNCHRONY FINANCIAL	P	2016-10-07	2017-11-22	$1,694	$1,399	$295	$295
80 SHS TAIWAN SEMICONDUCTOR MFG CO	P	2016-06-30	2017-07-10	$2,781	$2,032	$749	$749
30 SHS TAIWAN SEMICONDUCTOR MFG CO	P	2016-07-06	2018-04-23	$1,179	$788	$391	$391
100 SHS TAIWAN SEMICONDUCTOR MFG CO	P	2016-11-21	2018-04-24	$3,892	$3,195	$697	$697
30 SHS TIME WARNER INC	P	2015-08-21	2017-11-10	$2,746	$2,253	$493	$493
70 SHS TWENTY-FIRST CENTURY FOX INC	P	2017-03-21	2018-04-25	$2,548	$2,149	$399	$399
50 SHS TWENTY-FIRST CENTURY FOX INC	P	2017-03-21	2018-04-30	$1,817	$1,451	$366	$366
70 SHS TWENTY-FIRST CENTURY FOX INC	P	2017-03-22	2018-06-11	$2,750	$2,170	$580	$580
24 SHS VALERO ENERGY CORP	P	2015-08-21	2018-06-22	$2,783	$1,672	$1,111	$1,111
40 SHS VOYA FINANCIAL INC	P	2015-10-22	2017-11-15	$1,645	$1,605	$40	$40
4 SHS PANERA BREAD CO CL A	P	2016-05-12	2017-07-19	$1,260	$866	$394	$394
7 SHS ALEXION PHARMACEUTICALS	P	2016-11-09	2017-08-16	$925	$956	-$31	-$31
22 SHS BIOMARIN PHARMACEUTICALS	P	2015-08-21	2017-10-20	$1,965	$3,061	-$1,096	-$1,096
32 SHS CELGENE CORP	P	2015-08-21	2018-01-22	$3,252	$3,992	-$740	-$740
20 SHS INCYLE CORP	P	2016-10-12	2018-03-19	$1,787	$2,007	-$220	-$220
2 SHS JOHNSON & JOHNSON	P	2017-08-15	2018-04-03	$255	$267	-$12	-$12
30 SHS LILLY ELI & CO	P	2016-10-24	2018-04-20	$2,396	$2,404	-$8	-$8
40 SHS NIKE INC CL B	P	2015-08-21	2017-09-08	$2,135	$2,302	-$167	-$167
40 SHS SCHLUMBERGER LTD	P	2015-08-21	2018-04-13	$2,694	$3,346	-$652	-$652
30 SHS STARBUCKS CORP	P	2017-05-31	2018-04-25	$1,744	$1,887	-$143	-$143
60 SHS TARGA RESOURCES CORP	P	2017-03-10	2018-04-30	$2,654	$3,534	-$880	-$880
12 SHS TESARO INC	P	2017-02-03	2017-10-20	$1,366	$1,929	-$563	-$563
31 SHS UNIVERSAL HEALTH SERVICES B	P	2017-09-25	2017-10-05	$3,485	$4,303	-$818	-$818
200 SHS VERIZON COMMUNICATIONS	D	2015-06-22	2018-04-26	$9,982	$10,108	-$126	-$126
90 SHS WELLS FARGO & CO	P	2015-09-15	2017-07-14	$4,954	$4,953	$1	$1
36 SHS ZIMMER BIOMET HOLDINGS	P	2016-06-01	2017-08-15	$3,974	$4,415	-$441	-$441
1,628.664 UTS DREYFUS HIGH YIELD I	D	2015-06-22	2018-04-26	$10,000	$10,554	-$554	-$554
10 SHS BROADCOM LTD	P	2016-02-01	2017-11-09	$2,694	$1,247	$1,447	$1,447
6 SHS BROADCOM LTD	P	2016-02-01	2017-12-18	$1,551	$756	$795	$795
6 SHS BROADCOM LTD	P	2016-02-08	2018-01-26	$1,543	$794	$749	$749
7 SHS BROADCOM LTD	P	2016-03-22	2018-02-05	$1,675	$1,060	$615	$615
Capital Gains Dividends	P			$707		$707	$707

Field	Value	IRS element (for citing)
Capital Gain Net Income	$41,309	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$75,525	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$962,949	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.078431	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$74,296	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$970,463	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.076557	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$0	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$82,652	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.000000	DistributionYr3Rt
Total Distribution	0.154988	TotalDistributionRt
Average Distribution	0.051663	AverageDistributionRt
Net Vl Noncharitable Assets	$1,136,604	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$58,720	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$515	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$59,235	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$105,900	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	$515	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$515	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$515	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$380	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$380	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$135	TaxDueAmt

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	0	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	0	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	RICHARD J BOWLER ESQ	IndividualWithBooksNm
Phone	9149930936	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	10 BANK STREET SUITE 650	AddressLine1Txt
City	WHITE PLAINS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	106061994	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

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
RICHARD J BOWLER
10 BANK STREET SUITE 650	WHITE PLAINS	NY	10606	PRESIDENT, TREASURER, DIRE	5.00	$0	$0	$0
JEANNE E ZUNICH
10 BANK STREET SUITE 650	WHITE PLAINS	NY	10606	VICE PRESIDENT, DIRECTOR	0.00	$0	$0	$0
MAGDALEN GAYNOR
10 BANK STREET SUITE 650	WHITE PLAINS	NY	10606	SECRETARY, DIRECTOR	0.00	$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	$992,912	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$161,001	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,153,913	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,153,913	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$17,309	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,136,604	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$56,830	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$56,830	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$515	TaxBasedOnInvestmentIncomeAmt
Total Tax	$515	TotalTaxAmt
Distributable Before Adj	$56,315	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$56,315	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$56,315	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$105,900	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$105,900	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$515	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$105,385	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$56,315	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$23,048	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$28,026	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$51,074	TotalExcessDistributionCyovAmt
Qualifying Distributions	$105,900	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$56,315	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$49,585	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$100,659	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$100,659	ExcessDistriCyovToNextYrAmt
Excess From Year2	$23,048	ExcessFromYear2Amt
Excess From Year1	$28,026	ExcessFromYear1Amt
Excess From Current Year	$49,585	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Richard J Bowler Esq	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	10 Bank Street Suite 650	AddressLine1Txt
City	White Plains	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10606	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	9149930936	RecipientPhoneNum
Recipient Email Address	bowler.rich89@gmail.com	RecipientEmailAddressTxt
Form And Info And Materials	The New York/New Jersey Common Application Form; Include information about organization & purpose of grant	FormAndInfoAndMaterialsTxt
Submission Deadlines	No later than June 1 of each fiscal year	SubmissionDeadlinesTxt
Restrictions On Awards	Qualified charitable organizations for charitable, religious, scientific, or educational purposes	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CALVERT SCHOOL
105 TUSCANY ROAD	BALTIMORE	MD	21210	EDUCATION	$40,000
MISS HALL'S SCHOOL
492 HOLMES ROAD	PITTSFIELD	MA	01202	EDUCATION	$30,000
THE URSULINE SCHOOL
1354 NORTH AVENUE	NEW ROCHELLE	NY	10804	EDUCATION	$20,000
HUDSON VALLEY SHAKESPEARE FESTIVAL INC
143 MAIN STREET	COLD SPRING	NY	10516	EDUCATION	$15,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$105,000	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	14	ExclusionCd
Exclusion	$2,313	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$23,382	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$41,309	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$67,004	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$67,004	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 (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd	Person ContributionPersonContributionInd
Estate of Louise Este Bruce Richard J Bowler Esq Executor
1	10 Bank Street Suite 650	White Plains	NY	10606	$373,750	Yes (X)
Estate of Louise Este Bruce Richard J Bowler Esq Executor
2	10 Bank Street Suite 650	White Plains	NY	10606	$10,250		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	375,000 Par United States Treasury Bill Due 4/9/2018	NoncashPropertyDesc
Fair Market Value	$373,750	FairMarketValueAmt
Received	2018-02-01	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING & TAX PREPARATION FEES	CategoryTxt
Amt	$3,200	Amt
Net Investment Income	$2,400	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$800	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCKS	StockNm
EOY Book Value	$587,424	EOYBookValueAmt
EOYFMV	$715,234	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	MUTUAL FUNDS	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$181,049	BookValueAmt
EOYFMV	$182,361	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BNY MELLON, MARKET VALUE FEE	$13,083	$13,083	$0
FILING FEE	$100	$0	$100

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ESTATE OF LOUISE ESTE BRUCE RICHARD J BOWLER EXECUTOR	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10 BANK STREET SUITE 650	AddressLine1Txt
City	WHITE PLAINS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10606	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX	CategoryTxt
Amt	$44	Amt
Net Investment Income	$44	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt