LITTMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LITTMAN FAMILY FOUNDATION INC (EIN 65-0631633)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-14
- IRS object ID
- 202402279349100855
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-14T10:45:21-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060962537 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEPLITZKY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BRADLEY ROAD BUILDING 600 | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06525 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650631633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LITTMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LITT | BusinessNameControlTxt |
| Phone | 2032667824 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 FLANDERS RD | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06751 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY L EISEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2035759526 | PhoneNum |
| Signature | 2024-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA A TEPLITZKY | PreparerPersonNm |
| PTIN | P00275165 | PTIN |
| Phone | 2033870852 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $315,567 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,673 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,673 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,926 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,093 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,926 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,080 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $37,599 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,599 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,753 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,963 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,963 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $148 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $148 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,141 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,587 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,587 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,141 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,458 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,753 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,796 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,710 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,710 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $148,359 | CorporateStockBOYAmt |
| Corporate Stock EOY | $136,142 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $282,857 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $161,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $168,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $315,567 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $52,533 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $52,533 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $52,533 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,533 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $108,622 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $116,319 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $108,622 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $116,319 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $161,155 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $168,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $108,622 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,871 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $124,493 | SubtotalAmt |
| Other Decreases | $8,174 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $116,319 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TRITON INTL LTD A | P | 2022-06-08 | 2023-04-12 | $4,163 | $3,083 | $1,080 | $1,080 |
| ALFA LAVAL AB SWEDEN | P | 2016-12-02 | 2023-06-22 | $3,540 | $1,502 | $2,038 | $2,038 |
| ALPHABET INC | P | 2014-10-16 | 2023-07-20 | $3,042 | $657 | $2,385 | $2,385 |
| APPLE INC | P | 2014-09-10 | 2023-06-22 | $9,303 | $1,228 | $8,075 | $8,075 |
| APPLE INC | P | 2014-09-10 | 2023-07-20 | $4,867 | $614 | $4,253 | $4,253 |
| MASTERCARD INC A | P | 2014-06-09 | 2023-06-22 | $9,394 | $1,933 | $7,461 | $7,461 |
| MERCK & COMPANY INC | P | 2015-06-22 | 2023-07-20 | $5,429 | $2,800 | $2,629 | $2,629 |
| PAYPAL HLDGS INC | P | 2015-07-27 | 2023-07-11 | $4,217 | $2,197 | $2,020 | $2,020 |
| BLOCK INC A | P | 2022-09-13 | 2023-11-27 | $2,706 | $3,136 | -$430 | -$430 |
| VIATRIS INC | P | 2015-01-30 | 2023-06-28 | $58 | $82 | -$24 | -$24 |
| VIATRIS INC | P | 2020-11-25 | 2023-06-28 | $564 | $987 | -$423 | -$423 |
| VIATRIS INC | P | 2020-11-27 | 2023-06-28 | $564 | $986 | -$422 | -$422 |
| VIATRIS INC | P | 2020-11-30 | 2023-06-28 | $330 | $576 | -$246 | -$246 |
| EATON CORP PLC | P | 2014-08-11 | 2023-06-22 | $4,892 | $1,386 | $3,506 | $3,506 |
| CAPITAL GAINS DIVIDENDS | P | $24 | $24 | $24 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,926 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,080 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $479 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $479 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $479 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $479 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EMILY L EISEN | IndividualWithBooksNm |
| Phone | 2032667824 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 FLANERS RD | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06751 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| EMILY L EISEN | ||||||||
| 310 FLANDERS RD | BETHLEHEM | CT | 06751 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JONATHAN LITTMAN | ||||||||
| 1000 N KENILWORTH | OAK PARK | IL | 60302 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANDREW W EISEN | ||||||||
| 310 FLANDERS RD | BETHLEHEM | CT | 06751 | TREASURER | 1.00 | $0 | $0 | $0 |
| DANIEL E LITTMAN | ||||||||
| 1000 N KENILWORTH | OAK PARK | IL | 60302 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDED VARIOUS AMOUNTS OF SUPPORT TO APPROXIMATELY 30 WORTHY CHARITABLE ORGANIZATIONS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $297,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $297,122 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $297,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $292,665 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,633 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,587 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,587 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1996-04-25 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,753 | CurrentYearAmt |
| Year1 | $4,910 | Year1Amt |
| Year2 | $4,326 | Year2Amt |
| Year3 | $5,747 | Year3Amt |
| Total | $21,736 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,740 | CurrentYearAmt |
| Year1 | $4,174 | Year1Amt |
| Year2 | $3,677 | Year2Amt |
| Year3 | $4,885 | Year3Amt |
| Total | $18,476 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,587 | CurrentYearAmt |
| Year1 | $17,302 | Year1Amt |
| Year2 | $27,635 | Year2Amt |
| Year3 | $15,960 | Year3Amt |
| Total | $79,484 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,587 | CurrentYearAmt |
| Year1 | $17,302 | Year1Amt |
| Year2 | $27,635 | Year2Amt |
| Year3 | $15,960 | Year3Amt |
| Total | $79,484 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,755 | CurrentYearAmt |
| Year1 | $9,821 | Year1Amt |
| Year2 | $11,286 | Year2Amt |
| Year3 | $9,264 | Year3Amt |
| Total | $40,126 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| B'NAI ISRAEL | ||||||
| PO BOX 350 | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $2,834 |
| BANTAM CINEMA & ARTS CENTER INC | ||||||
| 115 BANTAM LAKE RD | BANTAM | CT | 06750 | NONPRIVATE | CHARITABLE | $601 |
| BETHLEHEM LAND TRUST | ||||||
| PO BOX 322 | BETHLEHEM | CT | 06751 | NONPRIVATE | CHARITABLE | $700 |
| CARING FOR BETHLEHEM | ||||||
| PO BOX 5 | BETHLEHEM | CT | 06751 | NONPRIVATE | CHARITABLE | $500 |
| CONNECTICUT COLLEGE | ||||||
| 270 MOHEGAN AVE PARKWAY | NEW LONDON | CT | 06320 | NONPRIVATE | CHARITABLE | $150 |
| CONNECTICUT COMMUNITY FOUNDATION | ||||||
| 43 FIELD ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE | $1,494 |
| CONVERSATIONS ON THE GREEN | ||||||
| 43 FIELD ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE | $250 |
| FLANERS NATURE CENTER | ||||||
| 596 FLANDERS RD | WOODBURY | CT | 06795 | NONPRIVATE | CHARITABLE | $100 |
| FRIENDS OF TOPSMEAD STATE FOREST | ||||||
| PO BOX 1081 | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $100 |
| GREENWOODS COUNSELING | ||||||
| 25 SOUTH ST | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $1,026 |
| HOLLISTER HOUSE | ||||||
| 300 NETTLETON HOLLOW RD | WASHINGTON | CT | 06793 | NONPRIVATE | CHARITABLE | $150 |
| FARMERS TABLE | ||||||
| PO BOX 607 | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $200 |
| JEWISH FEDERATION OF NORTH WESTERN CT | ||||||
| 444 MAIN ST NORTH | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $1,000 |
| JO DAVIES CONSERVATION | ||||||
| 126 N MAIN ST | ELIZABETH | IL | 61028 | NONPRIVATE | CHARITABLE | $500 |
| KIDS PLAY | ||||||
| 61 MAIN STREET | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $150 |
| LEAGUE OF WOMEN VOTERS | ||||||
| 1233 20TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONPRIVATE | CHARITABLE | $50 |
| LITCHFIELD HISTORIC SOCIETY | ||||||
| 7 SOUTH STREET | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $250 |
| LITCHFIELD PERFORMING ARTS | ||||||
| 22 KIRBY RD | WASHINGTON | CT | 06793 | NONPRIVATE | CHARITABLE | $422 |
| MATTATUCK MUSEUM | ||||||
| 144 W MAIN ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE;LISTTOTAL 0CHARITABLE;LISTTOTAL 0;LISTTOTAL 0 | $800 |
| METROPOLITAN MUSEUM OF MODERN ART | ||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONPRIVATE | CHARITABLE | $210 |
| LITCHFIELD GARDEN CLUB | ||||||
| PO BOX 848 | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $250 |
| OLIVER WOLCOTT LIBRARY | ||||||
| 160 SOUTH ST | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $1,579 |
| PRIME TIME HOUSE | ||||||
| 810 MAIN STREET | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $359 |
| LITCHFIELD HILLS ADULT DAYCARE CENTER | ||||||
| 409 BANTAM RD | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $500 |
| LIVINGSTON RIPLEY WATERFOWL CONSERVANCY | ||||||
| 55 DUCK POND RD | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $250 |
| THE LTCHFIELD AID OF THE CJR | ||||||
| 550 GOSHEN RD | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $250 |
| WASHINGTON ART ASSOCIATION | ||||||
| 4 BRYAN MEMORIAL PLAZA | WASHINGTON DEPOT | CT | 06794 | NONPRIVATE | CHARITABLE | $525 |
| WATERBURY SYMPHONY ORCHESTRA | ||||||
| 110 BANK ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE | $1,410 |
| PALACE THEATRE | ||||||
| 100 EAST MAIN STREET | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE | $177 |
| SHAKESPERIENCE | ||||||
| 117 BANK STREET | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE | $150 |
| UNITED WAY OF GREATER WATERBURY | ||||||
| 123 BANK STREET | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE | $1,050 |
| THE FIELD MUSEUM OF NATURAL HISTORY | ||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONPRIVATE | CHARITABLE | $500 |
| SISTERHOOD OF B'NAI ISRAEL | ||||||
| PO BOX 350 | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,587 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,673 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,926 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,599 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,599 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $3,071 | $24,066 |
| COMCAST CORP CL A NEW | $7,427 | $12,497 |
| EATON CORP PLC | $4,159 | $18,062 |
| ALPHABET/GOOGLE INC | $4,597 | $24,663 |
| MASTERCARD INC CL A | $3,866 | $21,326 |
| PHILLIPS 66 | $7,094 | $13,314 |
| BANK AMERICA CORP | $6,186 | $13,468 |
| CELANESE CORP | $5,594 | $15,537 |
| LOREAL COMPANY ADR | $1,898 | $5,070 |
| MERCK & COMPANY | $8,399 | $16,353 |
| PFIZER INC | $1,499 | $1,440 |
| PROLOGIS INC | $3,954 | $13,330 |
| AMAZON.COM INC | $2,430 | $15,194 |
| UBER TECHNOLOGIES | $3,735 | $6,157 |
| BERKSHIRE HATHAWAY INC | $1,778 | $3,567 |
| DBS GROUP HLDGS LTD | $2,984 | $5,063 |
| ROCHE HOLDING LIMITED SPONSORED ADR | $10,411 | $9,058 |
| SALESFORCE.COM INC | $2,250 | $2,631 |
| TEVA PHARMACEUTICAL INDS LTD ADR | $6,348 | $7,308 |
| META PLATFORMS INC CL A | $4,661 | $10,619 |
| VERIZON COMMUNICATIONS INC | $11,131 | $9,425 |
| AERCAP HOLDINGS | $5,185 | $7,432 |
| CLEAR SECURE INC | $2,597 | $2,065 |
| FREEPORT MCMORAN INC | $4,124 | $4,044 |
| TESLA INC | $2,143 | $2,236 |
| INTL BUSINESS MACHINES CORP | $14,694 | $14,720 |
| L3HARRIS TECHNOLOGIES INC | $3,927 | $4,212 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL & ACCOUNTING FEES | $500 | $500 | $0 | $0 |
| MANAGEMENT FEES | $2,463 | $2,463 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Amt | $8,174 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN PAYABLE | Desc |
| BOY Book Value | $52,533 | BOYBookValueAmt |
| EOY Book Value | $52,533 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX | CategoryTxt |
| Amt | $148 | Amt |
| Net Investment Income | $148 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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