LEAH AND ALAIN LEBEC FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LEAH AND ALAIN LEBEC FOUNDATION INC (EIN 20-1944833)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-03
IRS object ID
201821239349101252
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-03T14:00:40-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2017-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,915,066FMVAssetsEOYAmt
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$2,158InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,158InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$80,239DividendsRevAndExpnssAmt
Dividends Net Invst Incm$80,239DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$158,932NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$323,187GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$213,302CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$241,329TotalRevAndExpnssAmt
Total Net Invst Incm$295,699TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$700TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$20,928OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$285OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$20,643OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,628TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$285TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,643TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$285,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$285,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$306,628TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$285TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$305,643TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$65,299ExcessRevenueOverExpensesAmt
Net Investment Income$295,414NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$385,139SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$384,670SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$384,670SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,445,089CorporateStockBOYAmt
Corporate Stock EOY$3,380,259CorporateStockEOYAmt
Corporate Stock EOYFMV$3,530,396CorporateStockEOYFMVAmt
Total Assets BOY$3,830,228TotalAssetsBOYAmt
Total Assets EOY$3,764,929TotalAssetsEOYAmt
Total Assets EOYFMV$3,915,066TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,830,228RetainedEarningBOYAmt
Retained Earning EOY$3,764,929RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,830,228TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,764,929TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,830,228TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,764,929TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,830,228TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$65,299ExcessRevenueOverExpensesAmt
Subtotal$3,764,929SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,764,929TotNetAstOrFundBalancesEOYAmt

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$323,187GrossSalesPriceAmt
Cost Or Other Basis$109,885CostOrOtherBasisAmt
Gain Or Loss$213,302GainOrLossAmt
Gains Minus Excess Or Losses$213,302GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$213,302CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$284,972AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,792,991NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.075131DistributionYr1Rt
Adjusted Qlfy Distri Yr2$292,247AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,071,251NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.071783DistributionYr2Rt
Adjusted Qlfy Distri Yr3$65,370AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,701,397NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038421DistributionYr3Rt
Adjusted Qlfy Distri Yr4$51,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,281,015NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.040281DistributionYr4Rt
Adjusted Qlfy Distri Yr5$62,770AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,216,694NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051591DistributionYr5Rt
Total Distribution0.277207TotalDistributionRt
Average Distribution0.055441AverageDistributionRt
Net Vl Noncharitable Assets$3,898,936NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$216,161AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,954NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$219,115AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$305,643QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,954InvestmentIncomeExciseTaxAmt
Subtotal$2,954SubtotalAmt
Tax Based On Investment Income$2,954TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,080EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,080TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,874TaxDueAmt

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

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$3,589,444AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$368,867AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,958,311TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,958,311AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,375CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,898,936NetVlNoncharitableAssetsAmt
Minimum Investment Return$194,947MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$194,947MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,954TaxBasedOnInvestmentIncomeAmt
Total Tax$2,954TotalTaxAmt
Distributable Before Adj$191,993DistributableBeforeAdjAmt
Distributable Before Ded$191,993DistributableBeforeDedAmt
Distributable As Adjusted$191,993DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$305,643ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$305,643QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,954PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$302,689AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$191,993DistributableAsAdjustedAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Excess Distribution Cyov Yr5$2,076ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$92,734ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$97,362ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$192,172TotalExcessDistributionCyovAmt
Qualifying Distributions$305,643QualifyingDistributionsAmt
Applied To Current Year$191,993AppliedToCurrentYearAmt
Remaining Distri From Corpus$113,650RemainingDistriFromCorpusAmt
Total Corpus$305,822TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,076ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$303,746ExcessDistriCyovToNextYrAmt
Excess From Year2$92,734ExcessFromYear2Amt
Excess From Year1$97,362ExcessFromYear1Amt
Excess From Current Year$113,650ExcessFromCurrentYearAmt
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 (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALPINE LEARNING GROUP INC
777 PARAMUS RDPARAMUSNJ07652N/APCGeneral & Unrestricted$10,000
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
CROSS CATHOLIC OUTREACH INC
2700 N MILITARY TRL STE 240BOCA RATONFL33431N/APCAmanecer Project$50,000
EAST END HOSPICE INC
PO BOX 1048WESTHAMPTON BEACHNY11978N/APCGeneral & Unrestricted$1,000
EAST HAMPTON FOOD PANTRY INC
PO BOX 505EAST HAMPTONNY11937N/APCGeneral & Unrestricted$250
EAST HAMPTON HEALTHCARE FOUNDATION
200 PANTIGO PLEAST HAMPTONNY11937N/APCGeneral & Unrestricted$1,000
EAST HAMPTON MEALS ON WHEELS INC
33 NEWTOWN LNEAST HAMPTONNY11937N/APCGeneral & Unrestricted$250
GLOBAL LYME ALLIANCE INC
222 RAILROAD AVE STE 2BGREENWICHCT06830N/APCGeneral & Unrestricted$1,000
GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED
1111 E PUTNAM AVERIVERSIDECT06878N/APCGeneral & Unrestricted$250
GREENWICH HOSPITAL
5 PERRYRIDGE RDGREENWICHCT06830N/APCGreenwich Hospital Endowment Fund for the benefit of the Greenwich Hospitals Oncology Department/Unrestricted Endowment fund$10,000
GREENWICH LIBRARY
101 W PUTNAM AVEGREENWICHCT06830N/APCGeneral & Unrestricted$250
HILL HOUSE INC
10 RIVERSIDE AVERIVERSIDECT06878N/APCGeneral & Unrestricted$1,000
HOME FOR THE AGED OF THE LITTLE SISTERS OF THE POO
1365 ENFIELD STENFIELDCT06082N/APCGeneral & Unrestricted$2,500
INDEPENDENT WOMENS FORUM
1875 I ST NW STE 500WASHINGTONDC20006N/APCGeneral & Unrestricted$2,500
INDIAN RIVER LAND TRUST INC
80 ROYAL PALM POINTE STE 301VERO BECHFL32960N/APCGeneral & Unrestricted$1,000
INNER-CITY FOUNDATION FOR CHARITY & EDUCATION INC
238 JEWETT AVEBRIDGEPORTCT06606N/APCGeneral & Unrestricted$5,000
JOHN'S ISLAND FOUNDATION INC
6001 HWY A1A PMB 8323INDIAN RIVER SHORESFL32963N/APCGeneral & Unrestricted$2,500
LADIES VILLAGE IMPROVEMENT SOCIETY INC OF EAST HA
95 MAIN STEAST HAMPTONNY11937N/APCThe Tree Program$2,000
MANHATTAN INSTITUTE FOR POLICY RESEARCH INC
52 VANDERBILT AVENEW YORKNY10017N/APCGeneral & Unrestricted$1,000
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 UNIVERSITY
PO BOX 6706HAGERSTOWNMD21740N/APCDean's Fund for Restoration of Bobst Library$100,000
NEW YORK UNIVERSITY
PO BOX 6706HAGERSTOWNMD21740N/APCGoldwater Hospital Writing Project$1,000
PROJECT MOST INC
PO BOX 1486EAST HAMPTONNY11937N/APCGeneral & Unrestricted$3,000
READ ALLIANCE INC
80 MAIDEN LN 11TH FLNEW YORKNY10038N/APCGeneral & Unrestricted$75,000
STUDENT SPONSOR PARTNERSHIP INC
424 MADISON AVE STE 1002NEW YORKNY10017N/APCGeneral & Unrestricted$5,000
THE LEARNING ALLIANCE INC
PO BOX 643446VERO BEACHFL32964N/APCGeneral & Unrestricted$1,500
UNITED WAY OF GREENWICH INC
500 W PUTNAM AVE STE 415GREENWICHCT06830N/APCCharitable Event$1,000
UNITED WAY OF INDIAN RIVER COUNTY INC
PO BOX 1960VERO BEACHFL32961N/APCGeneral & Unrestricted$1,000
VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION IN
1110 35TH LNVERO BEACHFL32960N/ASO IGeneral & Unrestricted$1,000
WOMENS CARE CENTER OF IRC INC
1986 31ST AVE STE 100VERO BEACHFL32960N/APCGeneral & Unrestricted$1,500
YALE UNIVERSITY - SCHOOL OF MEDICINE
PO BOX 7611NEW HAVENCT06519N/APCDaniel Raymond Wong Neurology Fund$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$285,000TotalGrantOrContriPdDurYrAmt

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$2,158ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$80,239ExclusionAmt
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$158,932ExclusionAmt
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$241,329ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$241,329TotalIncomeProducingActyAmt

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 (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA CORP$328,554$206,256
BLACKROCK GLOBAL ALLOC A$149,548$150,979
BLACKROCK GLOBAL ALLOCATION C$33,190$34,452
BLACKROCK HLTHSC OP C$234,913$370,918
ELI LILLY & CO$70,080$126,690
FIRST EAGLE SOGEN GLOBAL FUND$553,353$596,637
GENERAL ELECTRIC CO$277,540$174,500
IVA WORLDWIDE FUND CLASS C$312,050$352,975
JPMORGAN INCOME BUILDER FUND$1,119,854$1,155,339
MICROSOFT CORP$70,395$128,310
THE COCA-COLA CO$136,215$137,640
VODAFONE GROUP PLC$94,567$95,700

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$20,618$20,618
Bank Charges$285$285
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2017CategoryTxt
Amt$700Amt

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