LEAH AND ALAIN LEBEC FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEAH AND ALAIN LEBEC FOUNDATION INC (EIN 20-1944833)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-14
- IRS object ID
- 202510739349100406
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-14T08:04:52-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201944833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Leah and Alain Lebec Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LEAH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alain Lebec | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,594,909 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,749 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,749 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,301 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,301 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $412,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,724,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $413,802 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $485,687 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $486,852 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $15,581 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,581 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,524 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19,589 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $242 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,347 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,859 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,347 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $419,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $419,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $458,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,859 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $438,747 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $470,993 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $418,600 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $357,179 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $357,179 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,351,909 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,440,923 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,237,730 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,770,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,798,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,594,909 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,770,509 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,798,102 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,770,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,798,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,770,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,798,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,770,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,593 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,798,102 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,798,102 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,724,036 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,310,234 | CostOrOtherBasisAmt |
| Gain Or Loss | $413,802 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $413,802 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $413,802 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,547 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,547 | SubtotalAmt |
| Tax Based On Investment Income | $6,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,347 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Alain Lebec | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Christina M Lebec | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Gabriel L Lebec | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Leah Lebec | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Xavier A Lebec | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,370,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $254,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,624,895 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,624,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,570,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $178,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $178,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,547 | TotalTaxAmt |
| Distributable Before Adj | $171,979 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $171,979 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $171,979 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $438,747 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $438,747 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $171,979 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $285,130 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $222,679 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $237,865 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $277,962 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $290,934 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,314,570 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $438,747 | QualifyingDistributionsAmt |
| Applied To Current Year | $171,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $266,768 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,581,338 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $285,130 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,296,208 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $222,679 | ExcessFromYear4Amt |
| Excess From Year3 | $237,865 | ExcessFromYear3Amt |
| Excess From Year2 | $277,962 | ExcessFromYear2Amt |
| Excess From Year1 | $290,934 | ExcessFromYear1Amt |
| Excess From Current Year | $266,768 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Alain Lebec | ContributingManagerNm |
| Contributing Manager | Leah Lebec | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILIS INC | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $250 |
| ALPINE LEARNING GROUP EDUCATION PROGRAM INC | |||||||
| 777 PARAMUS RD | PARAMUS | NJ | 07652 | N/A | PC | General & Unrestricted | $25,000 |
| AMERICAN CORPORATE PARTNERS | |||||||
| 140 E 45TH ST STE 19A | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $10,000 |
| ASSOCIATION FOR SCIENCE IN AUTISM TREATMENT INC | |||||||
| PO BOX 1447 | HOBOKEN | NJ | 07030 | N/A | PC | General & Unrestricted | $10,000 |
| AVE MARIA SCHOOL OF LAW | |||||||
| 1025 COMMONS CIR | NAPLES | FL | 34119 | N/A | PC | Bernard J. Ferguson Endowment Fund | $12,500 |
| BIRTHRIGHT OF GREATER NORWALK INC | |||||||
| 71 E AVE STE E | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $500 |
| BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION | |||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | N/A | PC | 2024 Eucharistic Renewal | $60,000 |
| BRONX LACROSSE INC | |||||||
| PO BOX 524542 | BRONX | NY | 10452 | N/A | PC | General & Unrestricted | $2,500 |
| BRUNSWICK SCHOOL INC | |||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | Horizons at Brunswick | $2,500 |
| CALL A RIDE OF GREENWICH | |||||||
| 37 LAFAYETTE PL | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 |
| EAST END HOSPICE INC | |||||||
| PO BOX 1048 | WESTHAMPTON BEACH | NY | 11978 | N/A | PC | General & Unrestricted | $1,000 |
| EAST HAMPTON HEALTHCARE FOUNDATION | |||||||
| 200 PANTIGO PL | EAST HAMPTON | NY | 11937 | N/A | PC | General & Unrestricted | $1,000 |
| EAST HAMPTON HISTORICAL SOCIETY INC | |||||||
| 151 MAIN ST | EAST HAMPTON | NY | 11937 | N/A | PC | Collections Stewardship Campaign | $25,000 |
| EAST HAMPTON MEALS ON WHEELS INC | |||||||
| 33 NEWTOWN LN STE 205 | EAST HAMPTON | NY | 11937 | N/A | PC | General & Unrestricted | $400 |
| GLAUCOMA FOUNDATION INC | |||||||
| 80 MAIDEN LN RM 700 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $10,000 |
| GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED | |||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $250 |
| HOME FOR THE AGED OF THE LITTLE SISTERS OF THE POO | |||||||
| 1365 ENFIELD ST | ENFIELD | CT | 06082 | N/A | PC | Third Floor Electric Panel Upgrade | $10,000 |
| INDIAN RIVER HOSPITAL FOUNDATION INC | |||||||
| PO BOX 128 | VERO BEACH | FL | 32961 | N/A | SO I | General & Unrestricted | $10,000 |
| JOHN'S ISLAND FOUNDATION INC | |||||||
| 6001 HWY A1A PMB 8323 | INDIAN RIVER SHORES | FL | 32963 | N/A | PC | General & Unrestricted | $2,500 |
| LADIES VILLAGE IMPROVEMENT SOCIETY INC OF EAST HA | |||||||
| 95 MAIN ST | EAST HAMPTON | NY | 11937 | N/A | PC | General & Unrestricted | $1,000 |
| MEALS-ON-WHEELS INC OF GREENWICH CONNECTICUT | |||||||
| 89 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $250 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $1,000 |
| METROPOLITAN GOLF ASSOCIATION FOUNDATION | |||||||
| 49 KNOLLWOOD RD | ELMSFORD | NY | 10523 | N/A | PC | General & Unrestricted | $500 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST 3RD FLOOR | EVANSTON | IL | 60208 | N/A | PC | KSM Dean's Scholarship Fund | $50,000 |
| READ ALLIANCE INC | |||||||
| 160 BROADWAY 8TH FL EAST BLDG | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $75,000 |
| SOUTHAMPTON HOSPITAL FOUNDATION INC | |||||||
| 240 MEETING HOUSE LN | SOUTHAMPTON | NY | 11968 | N/A | PC | East Hampton Emergency Center | $25,000 |
| SOVEREIGN MILITARY HOSPITALLER ORDER OF ST JOHN OF | |||||||
| 1011 FIRST AVE ROOM 1350 | NEW YORK | NY | 10022 | N/A | PC | American Association Campaign | $25,000 |
| SUSAN B ANTHONY LIST INC EDUCATION FUND | |||||||
| 2776 S ARLINGTON MILL DR 803 | ARLINGTON | VA | 22206 | N/A | PC | Charlotte Lozier Institute | $50,000 |
| UNITED WAY OF INDIAN RIVER COUNTY INC | |||||||
| PO BOX 1960 | VERO BEACH | FL | 32961 | N/A | PC | General & Unrestricted | $1,000 |
| VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION IN | |||||||
| 920 37TH PL 101 | VERO BEACH | FL | 32960 | N/A | SO I | General & Unrestricted | $1,000 |
| WOMENS CARE CENTER INC | |||||||
| 360 N NOTRE DAME AVE | SOUTH BEND | IN | 46617 | N/A | PC | Support for the Women's Care Center of Fort Pierce | $5,000 |
| WORD ON FIRE CATHOLIC MINISTRIES | |||||||
| 25 NW POINT BLVD | ELK GROVE VLG | IL | 60007 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $419,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,749 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $412,637 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $485,687 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $485,687 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $9,876 | $8,004 |
| ALPHABET INC CL C | $30,384 | $40,564 |
| AMETEK INC | $11,498 | $14,060 |
| AUTODESK, INC | $5,279 | $7,389 |
| BALL CP | $4,993 | $6,064 |
| BERKSHIRE HATHAWAY INC. CLASS | $267,431 | $453,279 |
| BLACKROCK FDS HLTH SCI INV A | $289,254 | $340,070 |
| BROADRIDGE FINANCIAL | $4,886 | $6,104 |
| CDW CORP | $35,251 | $29,413 |
| DANAHER CORP | $6,614 | $7,346 |
| ELI LILLY & CO | $8,176 | $135,100 |
| FISERV, INC | $25,527 | $44,371 |
| GARTNER INC | $20,356 | $26,646 |
| GLOBAL PAYMENTS INC | $28,885 | $29,024 |
| GODADDY INC | $15,888 | $38,685 |
| ISHARES CORE US GROWTH ETF | $342,702 | $411,919 |
| ISHARES CORE US VALUE | $435,146 | $458,505 |
| MARKEL CORP | $26,921 | $31,072 |
| MARTIN MARIETTA MATLS INC | $17,064 | $19,627 |
| MICROSOFT CORP | $23,465 | $210,750 |
| O'REILLY AUTOMOTIVE INC | $15,967 | $20,159 |
| ROSS STORES, INC | $19,124 | $24,052 |
| S&P GLOBAL INC COM | $9,694 | $12,451 |
| SHERWIN-WILLIAMS CO | $7,302 | $10,198 |
| STERIS PLC | $18,930 | $17,473 |
| TELEFLEX INC | $22,440 | $20,112 |
| THE COCA-COLA CO | $68,108 | $93,390 |
| THERMO FISHER SCIENTIFIC INC | $11,434 | $12,486 |
| TJX COMPANIES INC | $30,453 | $39,867 |
| TRANSUNION COM USD0.01 | $8,363 | $12,701 |
| TRIMBLE NAV LTD | $12,252 | $16,958 |
| VANGUARD FTSE DEVELOPED MARKET | $183,732 | $178,321 |
| VANGUARD FTSE EMERGING MARKETS | $121,971 | $126,923 |
| VANGUARD RUSSELL 2000 ETF | $135,163 | $149,181 |
| VERISK ANALYTICS, INC | $9,189 | $10,466 |
| VISA INC | $16,048 | $20,859 |
| WALT DISNEY HOLDINGS CO | $107,057 | $111,350 |
| WHITE MTN INS LTD | $34,100 | $42,791 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $19,322 | $19,322 | |
| Bank Charges | $242 | $242 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $15,581 | Amt |
| Net Investment Income | $15,581 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $2,200 | |
| 990-PF Excise Tax for 2023 | $1,288 | |
| Foreign Tax Paid | $36 | $36 |
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