LEAH AND ALAIN LEBEC FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LEAH AND ALAIN LEBEC FOUNDATION INC (EIN 20-1944833)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-21
IRS object ID
201501119349100610
Schema version
2014v5.0
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)
Return2015-04-21T15:43:35-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAlain LebecPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-04-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,151,345FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,501,975ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$186InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$186InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,984DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,984DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$134,796NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$399,637GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,382,349TotalRevAndExpnssAmt
Total Net Invst Incm$15,170TotalNetInvstIncmAmt
Taxes Rev And Expnss$1,856TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,950OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$180OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10,770OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,806TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$180TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,770TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,406TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$180TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,370TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,314,943ExcessRevenueOverExpensesAmt
Net Investment Income$14,990NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$28,999SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,401,989SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,401,989SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,321,874CorporateStockBOYAmt
Corporate Stock EOY$1,745,444CorporateStockEOYAmt
Corporate Stock EOYFMV$1,749,356CorporateStockEOYFMVAmt
Other Investments BOY$481,617OtherInvestmentsBOYAmt
Total Assets BOY$1,832,490TotalAssetsBOYAmt
Total Assets EOY$4,147,433TotalAssetsEOYAmt
Total Assets EOYFMV$4,151,345TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,832,490RetainedEarningBOYAmt
Retained Earning EOY$4,147,433RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,832,490TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,147,433TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,832,490TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,147,433TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,832,490TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,314,943ExcessRevenueOverExpensesAmt
Subtotal$4,147,433SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,147,433TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
Publicly-traded Securities$233,959$117,322$116,637$116,637
FM LEVERAGED CAP FUND II REG 144A$165,678$417,111-$251,433-$251,433P2007-03-142014-11-17
FieldValueIRS element (for citing)
Capital Gain Net Income-$134,796CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$51,600AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,281,015NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040281DistributionYr1Rt
Adjusted Qlfy Distri Yr2$62,770AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,216,694NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051591DistributionYr2Rt
Adjusted Qlfy Distri Yr3$57,895AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,175,313NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049259DistributionYr3Rt
Adjusted Qlfy Distri Yr4$67,089AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,129,590NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059392DistributionYr4Rt
Adjusted Qlfy Distri Yr5$70,621AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,032,211NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.068417DistributionYr5Rt
Total Distribution0.26894TotalDistributionRt
Average Distribution0.053788AverageDistributionRt
Net Vl Noncharitable Assets$1,701,397NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$91,515AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$150NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$91,665AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$65,370QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$300InvestmentIncomeExciseTaxAmt
Subtotal$300SubtotalAmt
Tax Based On Investment Income$300TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Overpayment$900OverpaymentAmt
Applied To ES Tax$300AppliedToESTaxAmt
Refund$600RefundAmt

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Alain Lebec
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$0
Christina M Lebec
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0
Gabriel L Lebec
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0
Leah Lebec
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0
Xavier A Lebec
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$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$1,407,768AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$173,833AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$145,706FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,727,307TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,727,307AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,910CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,701,397NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,070MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$85,070MinimumInvestmentReturnAmt
Tax Based On Investment Income$300TaxBasedOnInvestmentIncomeAmt
Total Tax$300TotalTaxAmt
Distributable Before Adj$84,770DistributableBeforeAdjAmt
Distributable Before Ded$84,770DistributableBeforeDedAmt
Distributable As Adjusted$84,770DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,370ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$65,370QualifyingDistributionsAmt
Adjusted Qualifying Distri$65,370AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$84,770DistributableAsAdjustedAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr5$7,792ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,097ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$2,587ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$21,476TotalExcessDistributionCyovAmt
Qualifying Distributions$65,370QualifyingDistributionsAmt
Applied To Current Year$65,370AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$19,400ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$19,400ExcessDistributionCyovAppCYAmt
Total Corpus$2,076TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,076ExcessDistriCyovToNextYrAmt
Excess From Year2$2,076ExcessFromYear2Amt
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 (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HOSPITAL OF PARIS FOUNDATION
150 E 58TH ST 24TH FLNEW YORKNY10155N/ASO IGeneral & Unrestricted$2,500
ASSOCIATION FOR SCIENCE IN AUTISM TREATMENT INC
PO BOX 188CROSSWICKSNJ08515N/APCGeneral & Unrestricted$20,000
BIG APPLE CIRCUS LTD
1 METROTECH CTR N FL 3BROOKLYNNY11201N/APCGeneral & Unrestricted$2,000
COMBINED ORGANIZATION OF POLICE
PO BOX 1611GREENWICHCT06836N/APCGeneral & Unrestricted$250
EAST END HOSPICE INC
PO BOX 1048WESTHAMPTON BEACHNY11978N/APCGeneral & Unrestricted$1,000
EAST HAMPTON HEALTHCARE FOUNDATION
200 PANTIGO PLEAST HAMPTONNY11937N/APCGeneral & Unrestricted$1,000
EAST HAMPTON HISTORICAL SOCIETY INC
101 MAIN STEAST HAMPTONNY11937N/APCGeneral & Unrestricted$2,000
GREENWICH COMMUNITY PROJECTS FUND INC
44 AMOGERONE CROSSWAY NO 8005GREENWACHCT06863N/APCSeptember 11th Memorial Greenwich Project$1,000
GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED
1111 E PUTNAM AVERIVERSIDECT06878N/APCGeneral & Unrestricted$100
GREENWICH HOSPITAL
5 PERRYRIDGE RDGREENWICHCT06830N/APCGeneral & Unrestricted$1,000
GREENWICH LIBRARY
101 W PUTNAM AVEGREENWICHCT06830N/APCGeneral & Unrestricted$250
HILL HOUSE INC
10 RIVERSIDE AVERIVERSIDECT06878N/APCGeneral & Unrestricted$500
INDEPENDENT WOMENS FORUM
1875 I ST NWWASHINGTONDC20006N/APCGeneral & Unrestricted$1,000
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 SOC INC OF E HAmptton
95 MAIN STEAST HAMPTONNY11937N/APCGeneral & Unrestricted$500
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
726 BROADWAY - 2ND FL - RM 238NEW YORKNY10003N/APCGoldwater Hospital Writing Project$1,000
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 STVERO BEACHFL32963N/ASO IGeneral & Unrestricted$250
WOMENS CARE CENTER OF IRC INC
1986 31ST AVE STE 100VERO BEACHFL32960N/APCCharitable Event$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,600TotalGrantOrContriPdDurYrAmt

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$186ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,984ExclusionAmt
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-$134,796ExclusionAmt
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-$119,626ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$119,626TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLebec AlainContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line110 Lauder LaneAddressLine1Txt
CityGreenwichCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06831ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,501,975TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyMICROSOFT CORPORATION MSFT, 7500 sh.NoncashPropertyDesc
Fair Market Value$351,975FairMarketValueAmt
Received2014-12-18ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA CORP$328,554$124,997
BLACKROCK HLTHSC OP C$174,839$291,230
ELI LILLY & CO$70,080$103,485
GENERAL ELECTRIC CO$69,521$50,540
IVA WORLDWIDE FUND CLASS C$287,611$307,012
IVY ASSET STRATEGY CL C$126,116$148,510
MERRILL LYNCH GLOBAL ALLOCATIO$158,608$162,354
MICROSOFT CORPORATION$402,857$441,276
WFA ASSET ALLOCATION FUND CLAS$127,258$119,952

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$10,745$10,745
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 2014$1,200
990-PF Extension for 2013$656

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