LEAH AND ALAIN LEBEC FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LEAH AND ALAIN LEBEC FOUNDATION INC (EIN 20-1944833)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-14
IRS object ID
201741049349100644
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)
Return2017-04-14T12:43:44-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-04-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.14.9.153IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520171045000082FederalOriginalSubmissionId
Federal Original Submission Id2017-04-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9D59D74B225D538E4555D08F8D8ED29667824494AtSubmissionCreationDeviceId
At Submission Filing Device Id259C731B7C7CCB55DA46458F0098BC0D5A2501CBAtSubmissionFilingDeviceId
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$3,809,746FMVAssetsEOYAmt
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$1,544InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,544InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$69,991DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,991DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30,611NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$165,005GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,611CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$102,146TotalRevAndExpnssAmt
Total Net Invst Incm$102,146TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$2,325TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$20,672OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$180OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$20,492OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,997TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$180TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,492TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$265,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$265,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$288,497TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$180TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$285,992TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$186,351ExcessRevenueOverExpensesAmt
Net Investment Income$101,966NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$748,195SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$385,139SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$385,139SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,268,384CorporateStockBOYAmt
Corporate Stock EOY$3,445,089CorporateStockEOYAmt
Corporate Stock EOYFMV$3,424,607CorporateStockEOYFMVAmt
Total Assets BOY$4,016,579TotalAssetsBOYAmt
Total Assets EOY$3,830,228TotalAssetsEOYAmt
Total Assets EOYFMV$3,809,746TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,016,579RetainedEarningBOYAmt
Retained Earning EOY$3,830,228RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,016,579TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,830,228TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,016,579TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,830,228TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,016,579TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$186,351ExcessRevenueOverExpensesAmt
Subtotal$3,830,228SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,830,228TotNetAstOrFundBalancesEOYAmt

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$165,005GrossSalesPriceAmt
Cost Or Other Basis$134,394CostOrOtherBasisAmt
Gain Or Loss$30,611GainOrLossAmt
Gains Minus Excess Or Losses$30,611GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$30,611CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$292,247AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,071,251NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.071783DistributionYr1Rt
Adjusted Qlfy Distri Yr2$65,370AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,701,397NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038421DistributionYr2Rt
Adjusted Qlfy Distri Yr3$51,600AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,281,015NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040281DistributionYr3Rt
Adjusted Qlfy Distri Yr4$62,770AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,216,694NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051591DistributionYr4Rt
Adjusted Qlfy Distri Yr5$57,895AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,175,313NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049259DistributionYr5Rt
Total Distribution0.251335TotalDistributionRt
Average Distribution0.050267AverageDistributionRt
Net Vl Noncharitable Assets$3,792,991NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$190,662AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,020NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$191,682AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$285,992QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,020InvestmentIncomeExciseTaxAmt
Subtotal$1,020SubtotalAmt
Tax Based On Investment Income$1,020TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$380OverpaymentAmt
Applied To ES Tax$380AppliedToESTaxAmt

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 RdWilmingtonDE198091377VP / Dir1.0$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$3,240,093AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$610,659AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,850,752TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,850,752AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,761CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,792,991NetVlNoncharitableAssetsAmt
Minimum Investment Return$189,650MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$189,650MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,020TaxBasedOnInvestmentIncomeAmt
Total Tax$1,020TotalTaxAmt
Distributable Before Adj$188,630DistributableBeforeAdjAmt
Distributable Before Ded$188,630DistributableBeforeDedAmt
Distributable As Adjusted$188,630DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$285,992ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$285,992QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,020PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$284,972AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$188,630DistributableAsAdjustedAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr4$2,076ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$92,734ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$94,810TotalExcessDistributionCyovAmt
Qualifying Distributions$285,992QualifyingDistributionsAmt
Applied To Current Year$188,630AppliedToCurrentYearAmt
Remaining Distri From Corpus$97,362RemainingDistriFromCorpusAmt
Total Corpus$192,172TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$192,172ExcessDistriCyovToNextYrAmt
Excess From Year4$2,076ExcessFromYear4Amt
Excess From Year1$92,734ExcessFromYear1Amt
Excess From Current Year$97,362ExcessFromCurrentYearAmt
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 (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSOCIATION FOR SCIENCE IN AUTISM TREATMENT INC
PO BOX 188CROSSWICKSNJ08515N/APCGeneral & Unrestricted$25,000
BOYS & GIRLS HARBOR INC
1 E 104TH STNEW YORKNY10029N/APCGeneral & Unrestricted$2,500
COMBINED ORGANIZATION OF POLICE
PO BOX 1611GREENWICHCT06836N/APCGeneral & Unrestricted$250
CROSS CATHOLIC OUTREACH INC
2700 N MILITARY TRL STE 240BOCA RATONFL33431N/APCArc en Ciel and Amanecer Program$25,000
CRUDEM FOUNDATION
PO BOX 804LUDLOWMA01056N/APCGeneral & Unrestricted$1,000
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 LN STE 205EAST HAMPTONNY11937N/APCGeneral & Unrestricted$250
GREENWICH HOSPITAL
5 PERRYRIDGE RDGREENWICHCT06830N/APCGreenwich Hospital Endowment Fund, Inc.$10,000
GUILD HALL OF EAST HAMPTON INC
158 MAIN STEAST HAMPTONNY11937N/APCGeneral & Unrestricted$2,500
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$2,000
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/APCGeneral & Unrestricted$1,000
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 the Restoration of Bobst Library$100,000
READ ALLIANCE INC
80 MAIDEN LN 11TH FLNEW YORKNY10038N/APCGeneral & Unrestricted$75,000
THE METROPOLITAN MUSEUM OF ART
1000 5TH AVENEW YORKNY10028N/APCGeneral & Unrestricted$500
UNITED WAY OF GREENWICH INC
1 LAFAYETTE COURTGREENWICHCT06830N/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$500
WOMENS CARE CENTER OF IRC INC
1986 31ST AVE STE 100VERO BEACHFL32960N/APCGeneral & Unrestricted$1,500
YEAR UP INC
45 MILK ST 9TH FLBOSTONMA02109N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$265,500TotalGrantOrContriPdDurYrAmt

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$1,544ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,991ExclusionAmt
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$30,611ExclusionAmt
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$102,146ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$102,146TotalIncomeProducingActyAmt

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 (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA CORP$328,554$154,413
BLACKROCK GLOBAL ALLOCATION C$174,622$164,236
BLACKROCK HLTHSC OP C$220,634$299,351
ELI LILLY & CO$70,080$110,325
FIRST EAGLE SOGEN GLOBAL FUND$529,169$525,741
GENERAL ELECTRIC CO$277,540$316,000
IVA WORLDWIDE FUND CLASS C$301,548$313,166
JPMORGAN INCOME BUILDER FUND$1,077,510$1,033,005
MICROSOFT CORP$234,650$310,700
THE COCA-COLA CO$136,215$124,380
VODAFONE GROUP PLC$94,567$73,290

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$20,467$20,467
Bank Charges$180$180
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2016$1,400
990-PF Excise Tax for 2015$925

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