JUDITH ANN LABIENIEC CHARITABLE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JUDITH ANN LABIENIEC CHARITABLE FOUNDATION (EIN 74-6531573)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-08-28
IRS object ID
201432409349100708
Schema version
2013v3.1
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)
Return2014-08-28T11:33:05-07:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Shein Cohen Palmer & CoLLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 Tower LaneAddressLine1
CityAvonCity
StateCTState
ZIP Code06001ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746531573EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUDITH ANN LABIENIEC CHARITABLEBusinessNameLine1
Business Name Line2FOUNDATION CO LISA TROY TRUSTEEBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlJUDIBusinessNameControlTxt
Phone8606749875PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 TALL TIMBERS DRIVEAddressLine1
CityFARMINGTONCity
StateCTState
ZIP Code06032ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA B TROYPersonNm
Person TitleTrusteePersonTitleTxt
Signature2014-08-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGary C Palmer CPAPreparerPersonNm
PTINP00110551PTIN
Phone8606771000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,321,687FMVAssetsEOYAmt
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$3,709InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,709InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3,709InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$40,574DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,574DividendsNetInvstIncmAmt
Dividends Adj Net Incm$40,574DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,882NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$226,909GrossSalesPriceAmt
Total Rev And Expnss$40,401TotalRevAndExpnssAmt
Total Net Invst Incm$44,283TotalNetInvstIncmAmt
Total Adj Net Incm$44,283TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$40,359CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$40,359CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$40,359CompOfcrDirTrstAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,384AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$2,384AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$78TaxesRevAndExpnssAmt
Taxes Adj Net Incm$78TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$42,821TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,359TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$42,821TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$106,247ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$106,247ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$149,068TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,359TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$42,821TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$106,247TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$108,667ExcessRevenueOverExpensesAmt
Net Investment Income$3,924NetInvestmentIncomeAmt
Adjusted Net Income$1,462AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,942SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$42,150SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$42,150SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$982PrepaidExpensesBOYAmt
Prepaid Expenses EOY$904PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$904PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$1,892,352CorporateStockBOYAmt
Corporate Stock EOY$2,254,133CorporateStockEOYAmt
Corporate Stock EOYFMV$2,254,133CorporateStockEOYFMVAmt
Corporate Bonds BOY$74,080CorporateBondsBOYAmt
Corporate Bonds EOY$24,500CorporateBondsEOYAmt
Corporate Bonds EOYFMV$24,500CorporateBondsEOYFMVAmt
Total Assets BOY$1,972,356TotalAssetsBOYAmt
Total Assets EOY$2,321,687TotalAssetsEOYAmt
Total Assets EOYFMV$2,321,687TotalAssetsEOYFMVAmt
Grants Payable BOY$85,715GrantsPayableBOYAmt
Grants Payable EOY$106,247GrantsPayableEOYAmt
Total Liabilities BOY$85,715TotalLiabilitiesBOYAmt
Total Liabilities EOY$106,247TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Permanently Restricted BOY$1,886,641PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$2,215,440PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,886,641TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,215,440TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,972,356TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,321,687TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,886,641TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$108,667ExcessRevenueOverExpensesAmt
Other Increases$437,466OtherIncreasesAmt
Subtotal$2,215,440SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,215,440TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income-$3,882CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$13,153NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$78InvestmentIncomeExciseTaxAmt
Subtotal$78SubtotalAmt
Tax Based On Investment Income$78TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$982EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$982TotalPaymentsAndCreditsAmt
Overpayment$904OverpaymentAmt
Applied To ES Tax$904AppliedToESTaxAmt

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 TROYBusinessNameLine1
FieldValueIRS element (for citing)
Phone8606749875PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line127 TALL TIMBERS DRIVEAddressLine1
CityFARMINGTONCity
StateCTState
ZIP Code06032ZIPCode
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 DRIVEAddressLine1
CityFARMINGTONCity
StateCTState
ZIP Code06032ZIPCode
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos15.00AverageHrsPerWkDevotedToPosRt
Compensation$40,359CompensationAmt
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$2,127,822AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,053AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,158,875TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,158,875AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,383CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,126,492NetVlNoncharitableAssetsAmt
Minimum Investment Return$106,325MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$106,325MinimumInvestmentReturnAmt
Tax Based On Investment Income$78TaxBasedOnInvestmentIncomeAmt
Total Tax$78TotalTaxAmt
Distributable Before Adj$106,247DistributableBeforeAdjAmt
Distributable Before Ded$106,247DistributableBeforeDedAmt
Distributable As Adjusted$106,247DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$106,247ExpensesAndContributionsAmt
Qualifying Distributions$106,247QualifyingDistributionsAmt
Adjusted Qualifying Distri$106,247AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$106,247DistributableAsAdjustedAmt
Qualifying Distributions$106,247QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$106,247AppliedToCurrentYearAmt
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/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VNA
205 WEST MAIN STREETNEW BRITAINCT06052NONE501(c)(3)Provide home health and community services$17,708
PRUDENCE CRANDALL CENTER INC
PO BOX 895NEW BRITAINCT06050NONE501(c)(3)Provide comprehensive services to victims of domestic violence$17,708
ST LUCIAN'S RESIDENCE INC
532 NORTH BURRITT STREETNEW BRITAINCT06053NONE501(c)(3)Provide care home for elderly individuals$17,708
DAUGHTERS OF MARY IMMACULATE
314 OSGOOD AVENEW BRITAINCT06053NONE501(c)(3)Support a Congregation of religious women$17,708
SACRED HEART OF JESUS CHURCH
158 BROAD STNEW BRITAINCT06053NONE501(c)(3)Further advancement of religion$17,708
SALVATION ARMY
440 W NYACK ROADWEST NYACKNY10994NONE501(c)(3)Provide services for the relief of poor and underpriviledged$17,707
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$106,247TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,709ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,574ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$3,882ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$40,401ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,401TotalIncomeProducingActyAmt

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$2,384Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$2,384AdjustedNetIncomeAmt
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$24,500EOYBookValueAmt
EOYFMV$24,500EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMGEN INC$189,392$189,392
BRISTOL MYERS SQUIBB CO$48,510$48,510
CIGNA CORP$91,970$91,970
COCA COLA CO$42,360$42,360
WALT DISNEY CO$102,888$102,888
GENERAL ELECTRIC CO$78,840$78,840
GOODYEAR TIRE & RUBBER$55,560$55,560
JOHNSON & JOHNSON$324,950$324,950
JP MORGAN CHASE & CO$46,096$46,096
MCDONALDS CORP$46,441$46,441
MERCK & CO$61,437$61,437
MICROSOFT CORP$41,700$41,700
MORGAN STANLEY$16,165$16,165
PROCTOR & GAMBLE$62,872$62,872
QUEST DIAGNOSTIC INC$46,952$46,952
ZUMIEZ INC$55,180$55,180
DICKS SPORTING GOODS INC$46,560$46,560
ING GROEP NV ADR F$56,080$56,080
STARBUCKS CORP$77,380$77,380
TEXTRON INCORPORATED$57,435$57,435
NVIDIA CORP$18,540$18,540
HARTFORD FINANCIAL SERVICES GROUP$35,810$35,810
KATE SPADE & CO$76,280$76,280
NOKIA CORP SPON ADR$45,360$45,360
THE WENDYS COMPANY$25,590$25,590
TIFFANY & CO$50,125$50,125
WYNN RESORTS$103,780$103,780
A X A SPONSORED ADR F$47,960$47,960
DIAMOND FOODS INC$42,300$42,300
HEWLETT-PACKARD COMPANY$84,200$84,200
MICHAEL KORS HLDGS F$44,325$44,325
NORTHROP GRUMMAN CORP$59,815$59,815
AMERN EAGLE OUTFITRS NEW$16,830$16,830
GENERAL MOTORS CO$54,450$54,450

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$78Amt
Adjusted Net Income$78AdjustedNetIncomeAmt

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