JUDITH ANN LABIENIEC CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JUDITH ANN LABIENIEC CHARITABLE FOUNDATION (EIN 74-6531573)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-08-29
IRS object ID
201732419349100408
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-08-29T10:14:55-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Shein Cohen Palmer & CoLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 Tower LaneAddressLine1Txt
CityAvonCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746531573EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUDITH ANN LABIENIEC CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION CO LISA TROY TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJUDIBusinessNameControlTxt
Phone8606749875PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 TALL TIMBERS DRIVEAddressLine1Txt
CityFARMINGTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06032ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA B TROYPersonNm
Person TitleTrusteePersonTitleTxt
Signature2017-08-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGary C Palmer CPAPreparerPersonNm
PTINP00110551PTIN
Phone8606771000PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,371,737FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$469InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$469InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$469InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$56,661DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,661DividendsNetInvstIncmAmt
Dividends Adj Net Incm$56,661DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$58,791NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$190,234GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$58,791CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$115,921TotalRevAndExpnssAmt
Total Net Invst Incm$115,921TotalNetInvstIncmAmt
Total Adj Net Incm$57,130TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$45,153CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$45,153CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$45,153CompOfcrDirTrstAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,625AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$2,625AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$1,415TaxesRevAndExpnssAmt
Taxes Adj Net Incm$1,415TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$49,193TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$45,153TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$49,193TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$110,169ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$110,169ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$159,362TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$45,153TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$49,193TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$110,169TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$43,441ExcessRevenueOverExpensesAmt
Net Investment Income$70,768NetInvestmentIncomeAmt
Adjusted Net Income$7,937AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$57,972SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,094SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,094SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,180,679CorporateStockBOYAmt
Corporate Stock EOY$2,335,583CorporateStockEOYAmt
Corporate Stock EOYFMV$2,335,583CorporateStockEOYFMVAmt
Corporate Bonds BOY$19,020CorporateBondsBOYAmt
Corporate Bonds EOY$18,687CorporateBondsEOYAmt
Corporate Bonds EOYFMV$18,687CorporateBondsEOYFMVAmt
Other Assets BOY$1,788OtherAssetsBOYAmt
Other Assets EOY$373OtherAssetsEOYAmt
Other Assets EOYFMV$373OtherAssetsEOYFMVAmt
Total Assets BOY$2,259,459TotalAssetsBOYAmt
Total Assets EOY$2,371,737TotalAssetsEOYAmt
Total Assets EOYFMV$2,371,737TotalAssetsEOYFMVAmt
Grants Payable BOY$109,287GrantsPayableBOYAmt
Grants Payable EOY$110,169GrantsPayableEOYAmt
Total Liabilities BOY$109,287TotalLiabilitiesBOYAmt
Total Liabilities EOY$110,169TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Permanently Restricted BOY$2,150,172PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$2,261,568PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,150,172TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,261,568TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,259,459TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,371,737TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,150,172TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$43,441ExcessRevenueOverExpensesAmt
Other Increases$154,837OtherIncreasesAmt
Subtotal$2,261,568SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,261,568TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1000 GOOD YEAR TIRE AND RUBBERP2005-06-302016-08-18$29,220$14,900$14,320$14,320
3000 WENDY'S COMPANYP2011-07-132016-08-18$30,050$16,629$13,421$13,421
200 CIGNA CORPP2005-06-302016-08-23$26,528$7,134$19,394$19,394
6000 NOKIA CORPP2011-07-132016-10-27$29,750$26,448$3,302$3,302
2000 KATE SPADE & COP2011-08-112017-01-06$37,391$13,009$24,382$24,382
1000 MICHAEL KORS HLDGSP2012-07-062017-03-27$37,295$53,323-$16,028-$16,028
FieldValueIRS element (for citing)
Capital Gain Net Income$58,791CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,415InvestmentIncomeExciseTaxAmt
Subtotal$1,415SubtotalAmt
Tax Based On Investment Income$1,415TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,788EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,788TotalPaymentsAndCreditsAmt
Overpayment$373OverpaymentAmt
Applied To ES Tax$373AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LISA TROYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8606749875PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line127 TALL TIMBERS DRIVEAddressLine1Txt
CityFARMINGTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06032ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLISA B TROYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 TALL TIMBERS DRIVEAddressLine1Txt
CityFARMINGTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06032ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos15.00AverageHrsPerWkDevotedToPosRt
Compensation$45,153CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,243,292AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,369AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,265,661TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,265,661AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,985CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,231,676NetVlNoncharitableAssetsAmt
Minimum Investment Return$111,584MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$111,584MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,415TaxBasedOnInvestmentIncomeAmt
Total Tax$1,415TotalTaxAmt
Distributable Before Adj$110,169DistributableBeforeAdjAmt
Distributable Before Ded$110,169DistributableBeforeDedAmt
Distributable As Adjusted$110,169DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$110,169ExpensesAndContributionsAmt
Qualifying Distributions$110,169QualifyingDistributionsAmt
Adjusted Qualifying Distri$110,169AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,169DistributableAsAdjustedAmt
Qualifying Distributions$110,169QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$110,169AppliedToCurrentYearAmt
Undistributed Income CY$0UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VNA
205 WEST MAIN STREETNEW BRITAINCT06052NONE501(c)(3)Provide home health and community services$18,361
PRUDENCE CRANDALL CENTER INC
PO BOX 895NEW BRITAINCT06050NONE501(c)(3)Provide comprehensive services to victims of domestic violence$18,361
ST LUCIAN'S RESIDENCE INC
532 NORTH BURRITT STREETNEW BRITAINCT06053NONE501(c)(3)Provide care home for elderly individuals$18,361
DAUGHTERS OF MARY IMMACULATE
314 OSGOOD AVENEW BRITAINCT06053NONE501(c)(3)Support a Congregation of religious women$18,362
SACRED HEART OF JESUS CHURCH
158 BROAD STNEW BRITAINCT06053NONE501(c)(3)Further advancement of religion$18,362
SALVATION ARMY
440 W NYACK ROADWEST NYACKNY10994NONE501(c)(3)Provide services for the relief of poor and underpriviledged$18,362
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$110,169TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$469ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,661ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$58,791ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$115,921ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$115,921TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$2,625Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$2,625AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID FEDERAL TAXDesc
BOY Book Value$1,788BOYBookValueAmt
EOY Book Value$373EOYBookValueAmt
EOYFMV$373EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INVESTMENT INCOME EXCISECategoryTxt
Amt$1,415Amt
Adjusted Net Income$1,415AdjustedNetIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.