JUDITH ANN LABIENIEC CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JUDITH ANN LABIENIEC CHARITABLE FOUNDATION (EIN 74-6531573)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-08-10
IRS object ID
201532229349100263
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)
Return2015-08-10T09:43:06-07:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

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
Signature2015-08-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGary C Palmer CPAPreparerPersonNm
PTINP00110551PTIN
Phone8606771000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,363,601FMVAssetsEOYAmt
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$1,874InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,874InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,874InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$45,869DividendsRevAndExpnssAmt
Dividends Net Invst Incm$45,869DividendsNetInvstIncmAmt
Dividends Adj Net Incm$45,869DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$114,564NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$350,170GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$114,564CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$162,307TotalRevAndExpnssAmt
Total Net Invst Incm$162,307TotalNetInvstIncmAmt
Total Adj Net Incm$47,743TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$45,435CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$45,435CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$45,435CompOfcrDirTrstAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,510AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$2,510AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$2,337TaxesRevAndExpnssAmt
Taxes Adj Net Incm$2,337TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$50,282TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$45,435TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$50,282TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$113,051ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$113,051ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$163,333TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$45,435TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$50,282TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$113,051TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,026ExcessRevenueOverExpensesAmt
Net Investment Income$116,872NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$42,150SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$175,019SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$175,019SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$904PrepaidExpensesBOYAmt
Corporate Stock BOY$2,254,133CorporateStockBOYAmt
Corporate Stock EOY$2,168,242CorporateStockEOYAmt
Corporate Stock EOYFMV$2,168,242CorporateStockEOYFMVAmt
Corporate Bonds BOY$24,500CorporateBondsBOYAmt
Corporate Bonds EOY$20,340CorporateBondsEOYAmt
Corporate Bonds EOYFMV$20,340CorporateBondsEOYFMVAmt
Total Assets BOY$2,321,687TotalAssetsBOYAmt
Total Assets EOY$2,363,601TotalAssetsEOYAmt
Total Assets EOYFMV$2,363,601TotalAssetsEOYFMVAmt
Grants Payable BOY$106,247GrantsPayableBOYAmt
Grants Payable EOY$113,051GrantsPayableEOYAmt
Other Liabilities EOY$1,433OtherLiabilitiesEOYAmt
Total Liabilities BOY$106,247TotalLiabilitiesBOYAmt
Total Liabilities EOY$114,484TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Permanently Restricted BOY$2,215,440PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$2,249,117PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,215,440TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,249,117TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,321,687TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,363,601TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,215,440TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,026ExcessRevenueOverExpensesAmt
Other Increases$34,703OtherIncreasesAmt
Subtotal$2,249,117SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,249,117TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$114,564CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,337InvestmentIncomeExciseTaxAmt
Subtotal$2,337SubtotalAmt
Tax Based On Investment Income$2,337TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$904EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$904TotalPaymentsAndCreditsAmt
Tax Due$1,433TaxDueAmt

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$45,435CompensationAmt
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$2,221,966AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$120,929AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,342,895TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,342,895AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,143CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,307,752NetVlNoncharitableAssetsAmt
Minimum Investment Return$115,388MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$115,388MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,337TaxBasedOnInvestmentIncomeAmt
Total Tax$2,337TotalTaxAmt
Distributable Before Adj$113,051DistributableBeforeAdjAmt
Distributable Before Ded$113,051DistributableBeforeDedAmt
Distributable As Adjusted$113,051DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$113,051ExpensesAndContributionsAmt
Qualifying Distributions$113,051QualifyingDistributionsAmt
Adjusted Qualifying Distri$113,051AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$113,051DistributableAsAdjustedAmt
Qualifying Distributions$113,051QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$113,051AppliedToCurrentYearAmt
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$18,842
PRUDENCE CRANDALL CENTER INC
PO BOX 895NEW BRITAINCT06050NONE501(c)(3)Provide comprehensive services to victims of domestic violence$18,842
ST LUCIAN'S RESIDENCE INC
532 NORTH BURRITT STREETNEW BRITAINCT06053NONE501(c)(3)Provide care home for elderly individuals$18,842
DAUGHTERS OF MARY IMMACULATE
314 OSGOOD AVENEW BRITAINCT06053NONE501(c)(3)Support a Congregation of religious women$18,842
SACRED HEART OF JESUS CHURCH
158 BROAD STNEW BRITAINCT06053NONE501(c)(3)Further advancement of religion$18,842
SALVATION ARMY
440 W NYACK ROADWEST NYACKNY10994NONE501(c)(3)Provide services for the relief of poor and underpriviledged$18,841
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$113,051TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,874ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45,869ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$114,564ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$162,307ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$162,307TotalIncomeProducingActyAmt

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$2,510Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$2,510AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondPHOENIX COS 7.45% BONDBondNm
EOY Book Value$20,340EOYBookValueAmt
EOYFMV$20,340EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMGEN INC$245,632$245,632
BRISTOL MYERS SQUIBB CO$66,540$66,540
CIGNA CORP$162,000$162,000
COCA COLA CO$39,230$39,230
WALT DISNEY CO$136,968$136,968
GENERAL ELECTRIC CO$79,710$79,710
GOODYEAR TIRE & RUBBER$60,300$60,300
JOHNSON & JOHNSON$302,711$302,711
JP MORGAN CHASE & CO$54,208$54,208
MCDONALDS CORP$43,827$43,827
MERCK & CO$60,460$60,460
MICROSOFT CORP$44,150$44,150
MORGAN STANLEY
PROCTOR & GAMBLE$78,240$78,240
QUEST DIAGNOSTIC INC$58,016$58,016
ZUMIEZ INC$53,260$53,260
DICKS SPORTING GOODS INC$51,770$51,770
ING GROEP NV ADR F$66,320$66,320
STARBUCKS CORP$107,230$107,230
TEXTRON INCORPORATED
NVIDIA CORP
HARTFORD FINANCIAL SERVICES GROUP
KATE SPADE & CO$43,080$43,080
NOKIA CORP SPON ADR$41,100$41,100
THE WENDYS COMPANY$33,840$33,840
TIFFANY & CO
WYNN RESORTS
A X A SPONSORED ADR F$50,500$50,500
DIAMOND FOODS INC
HEWLETT-PACKARD COMPANY$30,010$30,010
MICHAEL KORS HLDGS F$42,090$42,090
NORTHROP GRUMMAN CORP$79,315$79,315
AMERN EAGLE OUTFITRS NEW$25,830$25,830
GENERAL MOTORS CO$49,995$49,995
MATTEL INCORPORATED$25,690$25,690
TWITTER INC$36,220$36,220

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$2,337Amt
Adjusted Net Income$2,337AdjustedNetIncomeAmt

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