LANBRO FOUNDATION TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LANBRO FOUNDATION TR (EIN 35-6876236)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-07-05
- IRS object ID
- 201721869349100217
- Schema version
- 2015v3.0
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-05T16:02:54-04:00 | ReturnTs |
| Tax Period End | 2016-11-30 | 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 | 2015-12-01 | 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 | 2017-04-05 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS V CASSERLY CPA | PreparerPersonNm |
| PTIN | P01328093 | PTIN |
| Phone | 2125998160 | PhoneNum |
| Preparation | 2017-07-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $483,097 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $13,321 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,321 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $245,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,611 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,932 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,825 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $600 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,701 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,701 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,126 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,194 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,806 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,246 | CashBOYAmt |
| Cash EOY | $125,123 | CashEOYAmt |
| Cash EOYFMV | $125,123 | CashEOYFMVAmt |
| Corporate Stock BOY | $361,363 | CorporateStockBOYAmt |
| Corporate Stock EOY | $312,007 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $325,974 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $34,385 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $32,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $376,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $471,515 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $483,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $376,609 | UnrestrictedBOYAmt |
| Unrestricted EOY | $471,515 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $376,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $471,515 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $376,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $471,515 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $376,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,194 | ExcessRevenueOverExpensesAmt |
| Other Increases | $150,100 | OtherIncreasesAmt |
| Subtotal | $471,515 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $471,515 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KIMBERLY CLARK | P | 2011-10-24 | 2016-08-08 | $79,796 | $40,618 | $39,178 | $39,178 |
| PIEDMONT NAT GAS | D | 2013-10-10 | 2016-08-24 | $150,039 | $80,727 | $69,312 | $69,312 |
| 3M COMPANY | P | 2013-04-29 | 2016-09-08 | $15,261 | $8,766 | $6,495 | $6,495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,611 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $58,260 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $392,671 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.148368 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $68,435 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $389,599 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.175655 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,335 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $335,374 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.144123 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,129 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $216,982 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.152681 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,290 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $73,561 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099101 | DistributionYr5Rt |
| Total Distribution | 0.719928 | TotalDistributionRt |
| Average Distribution | 0.143986 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $448,761 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,615 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $478 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,093 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,000 | 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 | $478 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $478 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $478 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $522 | OverpaymentAmt |
| Applied To ES Tax | $522 | AppliedToESTaxAmt |
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 | $73,130 | Expenses1Amt |
| Description2 | BEDFORD HISTORICAL SOCIETY | Description2Txt |
| Expenses2 | $10,000 | Expenses2Amt |
| Description3 | NEW CANAAN MOUNTED TROOP | Description3Txt |
| Expenses3 | $2,750 | Expenses3Amt |
| Description4 | WOODBERRY FOREST SCHOOL | Description4Txt |
| Expenses4 | $2,500 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $385,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $455,595 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $455,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,834 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $448,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,438 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,438 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $478 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $478 | TotalTaxAmt |
| Distributable Before Adj | $21,960 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,960 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,960 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $103,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $478 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $102,522 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,960 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,681 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,743 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,797 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,243 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,938 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $142,402 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $21,960 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $81,040 | RemainingDistriFromCorpusAmt |
| Total Corpus | $223,442 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,681 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $219,761 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,743 | ExcessFromYear4Amt |
| Excess From Year3 | $31,797 | ExcessFromYear3Amt |
| Excess From Year2 | $49,243 | ExcessFromYear2Amt |
| Excess From Year1 | $38,938 | ExcessFromYear1Amt |
| Excess From Current Year | $81,040 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BRUNSWICK SCHOOL | |||||
| 100 MAHLER AVENUE | Greenwich | CT | 06830 | WRESTLING ENDOWMENT | $73,130 |
| BEDFORD HISTORICAL SOCIETY | |||||
| 612 OLD POST ROAD | Bedford | NY | 10506 | PRESERVE HISTORIC BUILDINGS | $10,000 |
| ST MATTHEWS CHURCH | |||||
| PO BOX 293 | Bedford | NY | 10506 | ASSIST WITH PARISH NEEDS | $1,750 |
| NEW CANAAN MOUNTED TROOP INC | |||||
| 22 CARTER STREET | New Canaan | CT | 06840 | THERAPEUTIC AND YOUTH RIDING PROGRAMS | $2,750 |
| WOODBERRY FOREST SCHOOL | |||||
| 117 WOODBERRY STATION | Woodberry Forest | VA | 22989 | PROVIDES FINANCIAL AID TO WOODBERRY STUDENTS | $2,500 |
| BEDFORD GARDEN CLUB | |||||
| PO BOX 732 | Bedford | NY | 10506 | SUPPORT TO GARDENING | $1,050 |
| NORTH SALEM OPEN LAND FOUNDATION | |||||
| PO BOX 175 | North Salem | NY | 10560 | LAND PRESERVATION AND CONSERVATION EFFORTS | $2,270 |
| HEARTS 4 HEROS | |||||
| PO BOX 394 | Bedford | NY | 10506 | SUPPORTS VERTERANS USE OF ANIMAL ASSISTED THERAPY | $100 |
| FRIENDS OF KAREN | |||||
| 118 TITICUS | North Salem | NY | 10560 | SUPPORT FOR CHILDREN WITH LIFE THREATING | $150 |
| FRIENDS OF JOHN JAY HOMESTEAD | |||||
| PO BOX 148 | Katonah | NY | 10536 | PROMOTES KNOWLEDGE OF HERITAGE OF JOHN JAY | $1,750 |
| SIOUX CAMPBELL MEMORIAL EDUCATION F | |||||
| 63 HOPKINS LANE | Orleans | MA | 02653 | EDUCATION ASSISTANCE | $500 |
| AMERICAN FOREIGN POLICY COUNCIL | |||||
| 509 C STREET NE | Washington | DC | 20002 | PROVIDES INFORMATION TO AMERICAN FOREIGN | $500 |
| WATERSIDE SCHOOL | |||||
| 770 PACIFIC STREET | Stamford | CT | 06902 | EDUCATION SCHOLARSHIPS | $1,000 |
| 13 HANDS EQUINE RESCUE | |||||
| PO BOX 311 | Bedford Hills | NY | 10507 | RESCUE ABUSED HORSES | $1,500 |
| OUR FARM RESCUE | |||||
| PO BOX 7471 | Wilton | CT | 06897 | CARE AND REHABILITATE ABUSED HORSES | $1,500 |
| WESTCHESTER LAND TRUST | |||||
| 403 HARRIS ROAD | Bedford Hills | NY | 10507 | LAND PRESERVATION | $500 |
| NORTH COUNTRY TRAILS | |||||
| 229 E MAIN ST | Lowell | MI | 49331 | HELPS TO PRESERVE THE NATIONAL SCENIC TRAIL | $750 |
| BEDFORD VILLAGE CHOWDER AND MARCHIN | |||||
| PO BOX 704 | Bedford | NY | 10506 | CLEAN UP WEEKEND | $500 |
| ENDEAVOR THERAPEUTIC HORSEMANSHIP | |||||
| 1 SUCCABONE RD | Mount Kisco | NY | 10549 | PROVIDES THERAPEUTIC HORSEMANSHIP | $500 |
| GREENWICH COMMUNITY GARDEN | |||||
| PO BOX 4743 | Greenwich | CT | 06831 | TO PROMOTE AND CREATE SUSTAINABLE GARDENS | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,000 | 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 | $13,321 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,611 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,932 | 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 | $150,100 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2505 SHARES OF PIEDMONT NAT GAS INC | NoncashPropertyDesc |
| Fair Market Value | $150,100 | FairMarketValueAmt |
| Received | 2016-08-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,825 | Amt |
| Net Investment Income | $4,825 | 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 | $34,385 | EOYBookValueAmt |
| EOYFMV | $32,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $312,007 | EOYBookValueAmt |
| EOYFMV | $325,974 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKER FEES | Desc |
| Revenue And Expenses Per Books | $5,701 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,701 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMON STOCK CONTRIBUTED | Desc |
| Amt | $150,100 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $500 | $500 | $0 | $0 |
| STATE TAXES | $100 | $100 | $0 | $0 |
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