LEAH AND ALAIN LEBEC FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LEAH AND ALAIN LEBEC FOUNDATION INC (EIN 20-1944833)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-21
IRS object ID
201631129349101213
Schema version
2015v2.1
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)
Return2016-04-21T14:03:55-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-04-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,929,225FMVAssetsEOYAmt
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$1,417InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,417InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$56,423DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,423DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$105,988NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$401,453GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$144,824CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$600OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$164,428TotalRevAndExpnssAmt
Total Net Invst Incm$202,664TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$800TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$19,482OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$210OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$19,272OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,282TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$210TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19,272TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$275,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$275,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$295,282TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$210TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$294,272TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$130,854ExcessRevenueOverExpensesAmt
Net Investment Income$202,454NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,401,989SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$748,195SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$748,195SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,745,444CorporateStockBOYAmt
Corporate Stock EOY$3,268,384CorporateStockEOYAmt
Corporate Stock EOYFMV$3,181,030CorporateStockEOYFMVAmt
Total Assets BOY$4,147,433TotalAssetsBOYAmt
Total Assets EOY$4,016,579TotalAssetsEOYAmt
Total Assets EOYFMV$3,929,225TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,147,433RetainedEarningBOYAmt
Retained Earning EOY$4,016,579RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,147,433TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,016,579TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,147,433TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,016,579TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,147,433TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$130,854ExcessRevenueOverExpensesAmt
Subtotal$4,016,579SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,016,579TotNetAstOrFundBalancesEOYAmt

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$401,453GrossSalesPriceAmt
Cost Or Other Basis$256,629CostOrOtherBasisAmt
Gain Or Loss$144,824GainOrLossAmt
Gains Minus Excess Or Losses$144,824GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$144,824CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$65,370AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,701,397NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038421DistributionYr1Rt
Adjusted Qlfy Distri Yr2$51,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,281,015NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.040281DistributionYr2Rt
Adjusted Qlfy Distri Yr3$62,770AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,216,694NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051591DistributionYr3Rt
Adjusted Qlfy Distri Yr4$57,895AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,175,313NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049259DistributionYr4Rt
Adjusted Qlfy Distri Yr5$67,089AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,129,590NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059392DistributionYr5Rt
Total Distribution0.238944TotalDistributionRt
Average Distribution0.047789AverageDistributionRt
Net Vl Noncharitable Assets$4,071,251NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$194,561AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,025NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$196,586AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$294,272QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,025InvestmentIncomeExciseTaxAmt
Subtotal$2,025SubtotalAmt
Tax Based On Investment Income$2,025TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,100EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$925TaxDueAmt

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$2,879,813AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,253,437AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,133,250TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,133,250AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,999CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,071,251NetVlNoncharitableAssetsAmt
Minimum Investment Return$203,563MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$203,563MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,025TaxBasedOnInvestmentIncomeAmt
Total Tax$2,025TotalTaxAmt
Distributable Before Adj$201,538DistributableBeforeAdjAmt
Distributable Before Ded$201,538DistributableBeforeDedAmt
Distributable As Adjusted$201,538DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$294,272ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$294,272QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,025PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$292,247AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$201,538DistributableAsAdjustedAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Excess Distribution Cyov Yr3$2,076ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$2,076TotalExcessDistributionCyovAmt
Qualifying Distributions$294,272QualifyingDistributionsAmt
Applied To Current Year$201,538AppliedToCurrentYearAmt
Remaining Distri From Corpus$92,734RemainingDistriFromCorpusAmt
Total Corpus$94,810TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$94,810ExcessDistriCyovToNextYrAmt
Excess From Year3$2,076ExcessFromYear3Amt
Excess From Current Year$92,734ExcessFromCurrentYearAmt
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 (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALPINE LEARNING GROUP INC
777 PARAMUS RDPARAMUSNJ07652N/APCGeneral & Unrestricted$1,000
BIG APPLE CIRCUS LTD
1 METROTECH CTR N FL 3BROOKLYNNY11201N/APCGeneral & Unrestricted$10,000
CATHEDRAL CHURCH OF ST JOHN THE DIVINE
1047 AMSTERDAM AVE 112THNEW YORKNY10025N/APCGeneral & Unrestricted$1,000
COMBINED ORGANIZATION OF POLICE
PO BOX 1611GREENWICHCT06836N/APCGeneral & Unrestricted$250
CROSS CATHOLIC OUTREACH INC
2700 N MILITARY TRL STE 240BOCA RATONFL33431N/APCAmanecer Ministry Fund$33,000
CRUDEM FOUNDATION
PO BOX 804LUDLOWMA01056N/APCGeneral & Unrestricted$1,000
EAST END HOSPICE INC
PO BOX 1048WESTHAMPTON BEACHNY11978N/APCGeneral & Unrestricted$1,000
EAST END HOSPICE INC
PO BOX 1048WESTHAMPTON BEACHNY11978N/APCBuilding the Dream Campaign$5,000
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
GREENWICH LIBRARY
101 W PUTNAM AVEGREENWICHCT06830N/APCGeneral & Unrestricted$250
HILL HOUSE INC
10 RIVERSIDE AVERIVERSIDECT06878N/APCGeneral & Unrestricted$1,000
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$10,000
JOHN'S ISLAND FOUNDATION INC
6001 N A1A PMB 8323INDIAN RIVER SHORESFL32963N/APCGeneral & Unrestricted$2,500
LADIES VILLAGE IMPROVEMENT SOCTY INC OF E HAMPTON
95 MAIN STEAST HAMPTONNY11937N/APCGeneral & Unrestricted$1,000
LITTLE SISTERS OF THE POOR
1365 ENFIELD STENFIELDCT06082N/APCGeneral & Unrestricted$2,500
MANHATTAN INSTITUTE FOR POLICY RESEARCH INC
52 VANDERBILT AVENEW YORKNY10017N/APCGeneral & Unrestricted$1,000
MEALS-ON-WHEELS INC OF GREENWICH CONNECTICUT
89 MAPLE AVEGREENWICHCT06830N/APCGeneral & Unrestricted$250
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065N/APCGeneral & Unrestricted$1,000
NEW YORK UNIVERSITY
PO BOX 6706HAGERSTOWNMD21740N/APCDean's Fund for Restoration of Bobst Library$100,000
READ ALLIANCE INC
80 MAIDEN LN 11TH FLNEW YORKNY10038N/APCGeneral & Unrestricted$85,000
STONY HILL STABLES FOUNDATION
41 BUELL LNEAST HAMPTONNY11937N/APCGeneral & Unrestricted$500
THE METROPOLITAN MUSEUM OF ART
1000 5TH AVENEW YORKNY10028N/APCGeneral & Unrestricted$500
UNITED WAY OF INDIAN RIVER COUNTY INC
PO BOX 1960VERO BEACHFL32961N/APCGeneral & Unrestricted$1,000
VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION
1110 35TH LNVERO BEACHFL32960N/ASO IGeneral & Unrestricted$250
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$275,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,417ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,423ExclusionAmt
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$105,988ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Exclusion01ExclusionCd
Exclusion$600ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$164,428ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$164,428TotalIncomeProducingActyAmt

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 (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA CORP$328,554$117,591
BLACKROCK HLTHSC OP C$212,698$320,974
ELI LILLY & CO$70,080$126,390
FIRST EAGLE SOGEN GLOBAL FUND$505,472$475,144
GENERAL ELECTRIC CO$277,540$311,500
IVA WORLDWIDE FUND CLASS C$297,903$297,091
IVY ASSET STRATEGY CL C$134,394$135,064
JPMORGAN INCOME BUILDER FUND$1,034,372$960,381
MERRILL LYNCH GLOBAL ALLOCATIO$172,721$159,495
MICROSOFT CORP$234,650$277,400

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$19,247$19,247
Bank Charges$210$210
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Revenue And Expenses Per Books$600RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2015CategoryTxt
Amt$800Amt

Comments

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