LEONARD LITZ FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD LITZ FOUNDATION (EIN 84-3686034)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-15
- IRS object ID
- 202322279349100607
- Schema version
- 2022v5.0
- 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
- Schedule B
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T07:54:53-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843686034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD LITZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2035018500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 SHERMAN STREET | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F ELLIOT LEONARD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2033514417 | PhoneNum |
| Signature | 2023-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | F | PersonFirstNm |
| Person Last | ELLIOT LEONARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $930,798 | 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 | $912,327 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,991 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,991 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,709 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,162,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,709 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,043,050 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,723 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $109,500 | 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 |
| Other Prof Fees Rev And Expnss | $32,172 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $233 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $2,825 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $29,302 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,768 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $176,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,825 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $733,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $733,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $910,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,825 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $733,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $132,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,723 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,132 | CashBOYAmt |
| Cash EOY | $181,276 | CashEOYAmt |
| Cash EOYFMV | $181,276 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $107,221 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $107,221 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $557,054 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $460,337 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $639,286 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,769 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,754 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,248 | LandBOYAmt |
| Land EOY | $3,015 | LandEOYAmt |
| Land EOYFMV | $3,015 | LandEOYFMVAmt |
| Total Assets BOY | $619,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $751,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $930,798 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $619,434 | RetainedEarningBOYAmt |
| Retained Earning EOY | $751,849 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $619,434 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $751,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $619,434 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $751,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $619,434 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $132,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $751,849 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $751,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| INVESCO SENIOR FLOATING | P | $59,408 | $60,000 | -$592 | -$592 |
| ISHARES S&P MIDCAP 400 INDEX | P | $41,104 | $41,987 | -$883 | -$883 |
| ISHARES 0-5 YEAR INVESTMENT | P | $10,023 | $10,341 | -$318 | -$318 |
| PGIM SHORT TERM CORP BOND | P | $56,779 | $59,999 | -$3,220 | -$3,220 |
| VANECK ETF TRUST | P | $50,134 | $48,329 | $1,805 | $1,805 |
| WEITZ CORE PLUS INCOME FD | P | $9,184 | $10,000 | -$816 | -$816 |
| BLACKROCK MID CAP GROWTH | P | $452,541 | $425,600 | $26,941 | $26,941 |
| INVESCO DEVELOPING MARKETS | P | $157,119 | $141,275 | $15,844 | $15,844 |
| LORD ABBETT GROWTH LEADERS FD | P | $165,873 | $128,143 | $37,730 | $37,730 |
| T ROWE PRICE FINANCIAL SERVICE | P | $159,484 | $122,453 | $37,031 | $37,031 |
| CAPITAL GAINS DIVIDENDS | P | $1,187 | $1,187 | $1,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,709 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,817 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,817 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,817 | 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 | $378 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $378 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,439 | 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 |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://LEONARDLITZ.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | F ELLIOT LEONARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033514417 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 SHERMAN STREET | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| F ELLIOT LEONARD | ||||||||
| 59 WOODLAND DRIVE | EASTON | CT | 06612 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROGER A LITZ | ||||||||
| 59 WOODLAND DRIVE | EASTON | CT | 06612 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEFF ARNOLD | ||||||||
| 49 HILLCREST AVE | STAMFORD | CT | 06902 | TRUSTEE | 1.00 | $7,000 | $0 | $0 |
| ANDREW MITCHELL-NAMDAR | ||||||||
| 38 HIGH VALLEY WAY | STAMFORD | CT | 06903 | TRUSTEE | 1.00 | $11,000 | $0 | $0 |
| COLIN HOSTEN | ||||||||
| 28 DOCK ROAD | NORWALK | CT | 06854 | TRUSTEE/DIRECTOR | 40.00 | $91,500 | $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 |
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 | $599,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $173,815 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $773,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $773,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $761,601 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,080 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,080 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,817 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,817 | TotalTaxAmt |
| Distributable Before Adj | $36,263 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,263 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,263 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $733,660 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $733,660 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,263 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $59,110 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $744,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $803,110 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $733,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,263 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $697,397 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,500,507 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,500,507 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $59,110 | ExcessFromYear2Amt |
| Excess From Year1 | $744,000 | ExcessFromYear1Amt |
| Excess From Current Year | $697,397 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ACLU-CT | ||||||
| 2120 L ST NW | WASHINGTON | DC | 20037 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $10,000 | |
| BRADBURY-SULLIVAN LGBT COMMUNITY CENTER | ||||||
| 522 W MAPLE ST | ALLENTOWN | PA | 18101 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $5,000 | |
| BROOKLYN COMMUNITY PRIDE CENTER | ||||||
| 1561 BEDFORD AVE STE GROUND A | BROOKLYN | NY | 11225 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $10,000 | |
| CENTERLINK | ||||||
| PO BOX 24490 | FORT LAUDERDALE | FL | 33307 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $50,000 | |
| CITY LIGHTS GALLERY | ||||||
| 265 GOLDEN HILL ST | BRIDGEPORT | CT | 06604 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $4,000 | |
| EASTERN PA TRANS EQUALITY PROJECT | ||||||
| 1807 MAJESTIC DR | OREFIELD | PA | 18069 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $25,000 | |
| EDGE NEW JERSEY | ||||||
| 3 EXECUTIVE DRIVE | MORRIS PLAINS | NJ | 07950 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $10,000 | |
| IN OUR OWN VOICES | ||||||
| 245 LARK STREET | ALBANY | NY | 12210 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $30,000 | |
| LAMDA LEGAL | ||||||
| 120 WALL STREET 19TH FL | NEW YORK | NY | 10002 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $85,000 | |
| NLGJA | ||||||
| 2120 L ST NW SUITE 850 | WASHINGTON | DC | 20037 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $15,000 | |
| ODYSSEY TEEN CAMP | ||||||
| 56 LINCOLN AVE | ARDSLEY | NY | 10502 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $25,000 | |
| OUT IN THE OPEN | ||||||
| PO BOX 1685 | BRATTLEBORO | VT | 05302 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $25,000 | |
| OUTRIGHT VERMONT | ||||||
| PO BOX 5235 | BURLINGTON | VT | 05402 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $20,000 | |
| PRIDE CENTER OF NEW JERSEY | ||||||
| 85 RARITAN AVENUE SUITE 100 | HIGHLAND PARK | NJ | 08904 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $10,000 | |
| ROCKLAND COUNTY PRIDE CENTER | ||||||
| 28 S FRANKLIN ST | NYACK | NY | 10960 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $15,000 | |
| THE LOFT | ||||||
| 252 BRYANT AVENUE | WHITE PLAINS | NY | 10605 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $55,000 | |
| THE PRIDE NETWORK | ||||||
| 17 ACADEMY STREET | NEWARK | NJ | 07102 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $32,000 | |
| TRIANGLE COMMUNITY CENTER | ||||||
| 650 WEST AVE SUITE 2 | NORWALK | CT | 06850 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $87,000 | |
| WASHINGTON BLADE FOUNDATION | ||||||
| 1101 CONNECTICUT AVE NW SUITE 450 | WASHINGTON | DC | 20036 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $32,500 | |
| YOUTHPRIDE INC | ||||||
| 134 GEORGE M COHAN BLVD | PROVIDENCE | RI | 02903 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $10,000 | |
| ALI-FORNEY CENTER | ||||||
| 224 W 35TH ST 15TH FL | NEW YORK | NY | 10001 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $20,000 | |
| BAYARD RUSTIN COMMUNITY CENTER | ||||||
| 14 JACOB DR | PRINCETON JCT | NJ | 08550 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $5,000 | |
| BETHEL PRIDE CO TRIANGEL COMMUNITY CENTER | ||||||
| 650 WEST AVE SUITE 2 | NORWALK | CT | 06850 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $1,000 | |
| CUNY FOUNDATION OFFICE OF INSTITUTIONAL ADVVANCEMENT AND COMMUNICATIONS | ||||||
| 160 CONVENT AVE SHEPARD HALL ROOM | NEW YORK | NY | 10031 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $12,910 | 154 |
| EASTON PRIDE CO TRIANGLE COMMUNITY CENTER | ||||||
| 650 WEST AVE SUITE 2 | NORWALK | CT | 06850 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $1,000 | |
| HUNDSON VALLEY LGBTQ CENTER | ||||||
| 300 WALL ST | KINGSTON | NY | 12401 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $10,000 | |
| HUGE LANE WELLNESS FOUNDATION | ||||||
| 925 BRIGHTON ROAD | PITTSBURGH | PA | 15233 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $10,000 | |
| JOY BALTIMORE | ||||||
| 2653 MARYLAND AVE SUITE 1 | BALTIMORE | MD | 21218 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $15,000 | |
| MAINE FAMILY PLANNING | ||||||
| POBOX 587 | AUGUSTA | ME | 04332 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $10,000 | |
| MIDDLETOWN PRIDE | ||||||
| 393 MAIN ST | MIDDLETOWN | CT | 06457 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $11,250 | |
| OUTCT | ||||||
| 300 STATE ST SUITE 402 | NEW LONDON | CT | 06320 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $2,000 | |
| PACE UNIVERSITY LGBTQIA CENTER | ||||||
| 861 BEDFORD RD | PLEASANTVILLE | NY | 10570 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $23,000 | |
| POWER SAFE PLACE | ||||||
| POBOX 1849 | FRONT ROYAL | VA | 22630 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $15,000 | |
| STAMFORD PRIDE | ||||||
| 5 LANDMARK SQUARE SUITE 110 | STAMFORD | CT | 06901 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $1,000 | |
| THE GAY & LESBIAN REVIEW | ||||||
| POBOX 180300 | BOSTON | MA | 02118 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $15,000 | |
| ROCK STEADY FARMS | ||||||
| 41 KAYE RD | MILLERTON | NY | 12546 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $10,000 | |
| WESTPORT PRIDE | ||||||
| 3 OLD ORCHARD RD | WESTPORT | CT | 06880 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $1,000 | |
| PRIDEWORKS | ||||||
| POBOX 772 | WHITE PLAINS | NY | 10602 | COMMUNITY GRANT/COVID RELIEF/LGBT ADVOCACY | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $733,660 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,991 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,187 | ExclusionAmt |
| Related Or Exempt Function Incm | $113,522 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,201 | ExclusionAmt |
| Related Or Exempt Function Incm | $113,522 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,723 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | INVESTMENT ACCOUNT OF THE FOUNDATION | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | F ELLIOT LEONARD ROGER A LITZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 59 WOODLAND DRIVE | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $912,327 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2020-10-09 | $6,480 | 200DB | 7.000000000000 | $0 | $0 | $926 | |
| COMPUTERS | 2020-11-26 | $4,674 | 200DB | 5.000000000000 | $0 | $0 | $935 | |
| LEASEHOLD IMPROVEMENTS | 2020-12-14 | $3,500 | SL | 15.000000000000 | $233 | $0 | $233 | $252 |
| FURNITURE & FIXTURES | 2021-02-09 | $2,000 | 200DB | 7.000000000000 | $0 | $0 | $286 | |
| FURNITURE & FIXTURES | 2021-04-01 | $3,115 | 200DB | 7.000000000000 | $0 | $0 | $445 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MML #7363 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $460,337 | BookValueAmt |
| EOYFMV | $639,286 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & FIXTURES | $6,480 | $6,480 | $0 | $0 |
| COMPUTERS | $4,674 | $4,674 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $3,500 | $485 | $3,015 | $3,015 |
| FURNITURE & FIXTURES | $2,000 | $2,000 | $0 | $0 |
| FURNITURE & FIXTURES | $3,115 | $3,115 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $5,338 | $0 | $0 | $0 |
| BANK CHARGES | $430 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WEBSITE EXP | $0 | $0 | $0 | $0 |
| PROFESSIONAL FEES | $27,427 | $0 | $0 | $0 |
| MML ASSET MANAGEMENT FEE | $4,745 | $0 | $0 | $0 |
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