LANBRO FOUNDATION TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LANBRO FOUNDATION TR (EIN 35-6876236)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-03-01
- IRS object ID
- 201830699349100703
- Schema version
- 2016v3.0
- 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
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-01T15:43:07-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | 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 | 2016-12-01 | 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 HENNESSY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125998160 | PhoneNum |
| Signature | 2018-02-28 | 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 | 108.54.56.247 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-10 | IPDt |
| IP Tm | 11:00:10 | IPTm |
| Federal Original Submission Id | 1394572018069maea01d | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-03-10 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $568,199 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,864 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,864 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,957 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $199,855 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,957 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $832 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $189 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $189 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $32,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,011 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $832 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $9,357 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,357 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $497 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $497 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,261 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,261 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,115 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,182 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,182 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,115 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,182 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$83,286 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,896 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $832 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $125,123 | CashBOYAmt |
| Cash EOY | $110,573 | CashEOYAmt |
| Cash EOYFMV | $110,573 | CashEOYFMVAmt |
| US Government Obligations EOY | $34,804 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $33,453 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $312,007 | CorporateStockBOYAmt |
| Corporate Stock EOY | $340,331 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $385,328 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $34,385 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $40,153 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $38,845 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $471,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $525,861 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $568,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $471,515 | UnrestrictedBOYAmt |
| Unrestricted EOY | $525,861 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $471,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $525,861 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $471,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $525,861 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $471,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$83,286 | ExcessRevenueOverExpensesAmt |
| Other Increases | $137,632 | OtherIncreasesAmt |
| Subtotal | $525,861 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $525,861 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT LAB | P | 2015-10-08 | 2017-11-06 | $21,646 | $16,579 | $5,067 | $5,067 |
| AMERICAN EXPRESS | P | 2015-07-15 | 2017-06-14 | $12,009 | $11,615 | $394 | $394 |
| BAXTER INTERNATIONAL | D | 2017-08-11 | 2017-08-17 | $138,464 | $137,632 | $832 | $832 |
| UNILEVER | P | 2011-01-19 | 2017-11-06 | $27,736 | $15,072 | $12,664 | $12,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,957 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $832 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $103,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $448,761 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.229521 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,260 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $392,671 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.148368 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,435 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $389,599 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.175655 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,335 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $335,374 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.144123 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,129 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $216,982 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.152681 | DistributionYr5Rt |
| Total Distribution | 0.850348 | TotalDistributionRt |
| Average Distribution | 0.17007 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $517,763 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,056 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $169 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $88,225 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,182 | 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 | $169 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $169 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $169 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $169 | 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 | Yes (true) | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | $42,500 | Expenses1Amt |
| Description2 | BEDFORD HISTORICAL SOCIETY | Description2Txt |
| Expenses2 | $10,500 | Expenses2Amt |
| Description3 | WASHINGTON INTERNATIONAL HORSE SHOW | Description3Txt |
| Expenses3 | $20,000 | Expenses3Amt |
| Description4 | WESLEYAN WRESTLING | Description4Txt |
| Expenses4 | $5,500 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $407,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,848 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $525,648 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $525,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,885 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $517,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $169 | TotalTaxAmt |
| Distributable Before Adj | $25,719 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,719 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,719 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,182 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,182 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $169 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,013 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,719 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $18,743 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,797 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,243 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,938 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $81,040 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $219,761 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,182 | QualifyingDistributionsAmt |
| Applied To Current Year | $25,719 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,463 | RemainingDistriFromCorpusAmt |
| Total Corpus | $294,224 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,743 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $275,481 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,797 | ExcessFromYear4Amt |
| Excess From Year3 | $49,243 | ExcessFromYear3Amt |
| Excess From Year2 | $38,938 | ExcessFromYear2Amt |
| Excess From Year1 | $81,040 | ExcessFromYear1Amt |
| Excess From Current Year | $74,463 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| OUR FARM EQUINE | |||||
| PO BOX 106 | North Salem | NY | 10560 | SAVE AT RISK HORSES FROM ABUSE | $2,350 |
| ST MATTHEWS CHURCH | |||||
| PO BOX 293 | Bedford | NY | 10506 | ASSIST WITH PARISH NEEDS | $2,250 |
| ZAANHA FUND | |||||
| PO BOX | Salisbury | CT | 06068 | AFGHAN CHILDREN SCHOOLING PROGRAMS | $1,047 |
| KIEVE WAVUS EDUCATION | |||||
| PO BOX 169 | Nobleboro | ME | 04555 | CAMP FOR AT RISK CHILDREN | $1,000 |
| BRUNSWICK SCHOOL | |||||
| 100 MAHLER AVENUE | Greenwich | CT | 06830 | WRESTLING ENDOWMENT | $42,500 |
| BEDFORD HISTORICAL SOCIETY | |||||
| 612 OLD POST ROAD | Bedford | NY | 10506 | PRESERVE HISTORIC BUILDINGS | $10,500 |
| FAIRFIELD WESTCHESTER PHA | |||||
| 146 BRANCA COURT | Milford | CT | 06461 | PROFESSIONAL HORSEMENS ASSOCMEMORY OF RAY MOLONY | $1,000 |
| NORTH SALEM BRIDLE TRAILS ASSOC | |||||
| PO BOX 585 | North Salem | NY | 10560 | MAINTENANCE OF HORSEBACK RIDING TRAILS | $285 |
| GRTA | |||||
| 10 ROUND HILL CLUB RD | Greenwich | CT | 06831 | MAINTAIN THE HISTORIC GRTA TRAIL SYSTEM | $300 |
| ENDEAVOR THERAPEUTIC HORSEMANSHIP | |||||
| PO BOX 328 | Bedford | NY | 10506 | PROVIDES EQUINE THERAPIES | $100 |
| 13 HANDS EQUINE RESCUE INC | |||||
| PO BOX 313 | Bedford Hills | NY | 10507 | RESCUE ABUSED HORSES | $3,500 |
| EMERALD COAST WILDLIFE REFUGE | |||||
| 105 SANTA COAST WILDLIFE | Fort Walton Beach | FL | 32548 | WILDLIFE REHABILITATION | $150 |
| GREENWICH PRESERVATION TRUST | |||||
| PO BOX 4719 | Greenwich | CT | 06831 | PRESERVE HISTORICAL AND CULTURE HERITAGE OF GREENW | $100 |
| BEDFORD VILLAGE CHOWDER MARCHING | |||||
| PO BOX 704 | Bedford | NY | 10506 | CLEAN UP WEEKEND | $250 |
| VISTA TROOP 101 | |||||
| 21 WEST ROAD SOUTH | South Salem | NY | 10590 | SIGNS FOR TRAILS | $100 |
| CHATHAM ORPHEUM THEATER | |||||
| PO BOX 17 | Chatham | MA | 02633 | NON PROFIT COMMUNITY THEATER | $250 |
| WESTCHESTER LAND TRUST | |||||
| 403 HARRIS RD | Bedford Hills | NY | 10507 | WOMEN IN CONSERVATION | $575 |
| BEDFORD GARDEN CLUB | |||||
| PO BOX 732 | Bedford | NY | 10506 | SUPPORT TO GARDENING | $3,300 |
| WASHINGTON INTERNATIONAL HORSE SHOW | |||||
| 3299 K STREET NW SUITE 600 | Washington | DC | 20007 | PROVIDES COMPLIMENTARY TICKETS TO FISRT RESPONDERS | $20,000 |
| CAPE COD MARITIME | |||||
| 135 SOUTH ST | Hyannis | MA | 02601 | MUSEUM FOR HISTORY OF SAILING | $200 |
| WESLEYAN UNIVERSITY | |||||
| 45 WYLLYS AVE | Middletown | CT | 06459 | WRESTLING FUND | $5,500 |
| MONOMOY COMMUNITY SERVICES | |||||
| 166 DEPOT ROAD | Chatham | MA | 02633 | FAMILY SUPPORT SERVICES | $150 |
| JOHN JAY HOMESTEAD FRIENDS | |||||
| PO BOX 148 | Katonah | NY | 10536 | PROMOTES KNOWLEDGE AND HERITAGE OF JOHN JAY | $625 |
| THE ANDREW K DWYER FOUNDATION | |||||
| 756 GUARD HILL RD | Bedford | NY | 10506 | FOUNDATION FOR AIDING LESS ADVANTAGED CHILDREN | $1,200 |
| WE CAN CORPORATION | |||||
| 783 ROUTE 28 | Harwich Port | MA | 02646 | EMPOWERING WOMEN ON CAPE COD | $100 |
| UNIVERSITY OF DENVER | |||||
| 2190 EAST ASBURY AVENUE | Denver | CO | 80208 | SCHOLARSHIP FUND | $500 |
| NORTH SALEM OPEN LAND FOUNDATION | |||||
| PO BOX 176 | North Salem | NY | 10560 | LAND PRESERVATION AND CONSERVATION EFFORTS | $1,500 |
| AUDUBON NEW YORK | |||||
| 2 THIRD STREET SUITE 480 | Troy | NY | 12180 | PROTECTION OF BIRDS AND THEIR HABITATS | $500 |
| WESTMINSTER CHOIR COLLEGE | |||||
| 101 WALNUT LANE | Princeton | NJ | 08540 | TRANSFORMS COMMUNITIES THROUGH THE ARTS | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,182 | 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 | $12,865 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,957 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,822 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,822 | 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 |
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 Person | PETER AND LISA HENNESSY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 INDIAN HILL | AddressLine1Txt |
| City | Bedford | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $137,632 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Payroll Contribution | Yes (X) | PayrollContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2300 SHARES OF BAXTER INTERNATIONAL STOCK | NoncashPropertyDesc |
| Fair Market Value | $137,632 | FairMarketValueAmt |
| Received | 2017-08-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,357 | Amt |
| Net Investment Income | $9,357 | 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 | $38,845 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $340,331 | EOYBookValueAmt |
| EOYFMV | $385,328 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $34,804 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $33,453 | 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 | $4,817 | $4,817 | $0 | $0 |
| OFFICE EXPENSE | $444 | $444 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPENSE REIMBURSEMENT | Desc |
| Revenue And Expenses Per Books | $189 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $189 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMON STOCK CONTRIBUTED | Desc |
| Amt | $137,632 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER LISA HENNESSY | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $497 | Amt |
| Net Investment Income | $497 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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