LITTMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LITTMAN FAMILY FOUNDATION INC (EIN 65-0631633)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202333119349101933
- 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
- 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 | 2023-11-07T15:35:19-06:00 | 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 | 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 | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EMILY | PersonFirstNm |
| Person Last | EISEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | $267,755 | 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 | $4,910 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,910 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,910 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,425 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,425 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $9,335 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,335 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,910 | 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 | $3,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,800 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $192 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $192 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,033 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,033 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,302 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,302 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,335 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,033 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,000 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,302 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,910 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,203 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,796 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $143,999 | CorporateStockBOYAmt |
| Corporate Stock EOY | $148,359 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $254,959 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $173,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $161,155 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $267,755 | 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 | $120,669 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $108,622 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $173,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $161,155 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,000 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $108,669 | SubtotalAmt |
| Other Decreases | $47 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,622 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE INC | P | 2022-02-10 | 2022-11-25 | $3,327 | $4,997 | -$1,670 | -$1,670 |
| LIFE HEALTHCARE INC | P | 2022-01-13 | 2022-07-22 | $3,046 | $2,380 | $666 | $666 |
| LIFE HEALTHCARE INC | P | 2022-01-14 | 2022-07-22 | $2,430 | $1,842 | $588 | $588 |
| BLOCK INC | P | 2021-11-23 | 2022-10-31 | $916 | $3,142 | -$2,226 | -$2,226 |
| BLOCK INC | P | 2022-01-18 | 2022-10-31 | $1,832 | $3,975 | -$2,143 | -$2,143 |
| AES CORP | P | 2014-10-15 | 2022-05-16 | $2,012 | $1,194 | $818 | $818 |
| AES CORP | P | 2015-02-06 | 2022-05-16 | $2,012 | $1,149 | $863 | $863 |
| AES CORP | P | 2015-12-14 | 2022-05-16 | $2,012 | $840 | $1,172 | $1,172 |
| ALIGN TECHNOLOGY INC | P | 2018-10-25 | 2022-08-08 | $2,957 | $2,241 | $716 | $716 |
| BNY MELLON CORP | P | 2014-05-06 | 2022-01-10 | $6,269 | $3,371 | $2,898 | $2,898 |
| BRISTOL MYERS SQUIBB CO | P | 2016-10-17 | 2022-05-23 | $7,686 | $4,949 | $2,737 | $2,737 |
| CAPITAL GAINS DIVIDENDS | P | $6 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,425 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,785 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $74 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $74 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $74 | 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 | $74 | 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 | $299,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $299,107 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $299,107 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $294,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,731 | 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 | $17,302 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,302 | 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 | $4,910 | CurrentYearAmt |
| Year1 | $4,326 | Year1Amt |
| Year2 | $5,747 | Year2Amt |
| Year3 | $1,402 | Year3Amt |
| Total | $16,385 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,174 | CurrentYearAmt |
| Year1 | $3,677 | Year1Amt |
| Year2 | $4,885 | Year2Amt |
| Year3 | $1,192 | Year3Amt |
| Total | $13,927 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,302 | CurrentYearAmt |
| Year1 | $27,635 | Year1Amt |
| Year2 | $15,960 | Year2Amt |
| Year3 | $13,984 | Year3Amt |
| Total | $74,881 | 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 | $17,302 | CurrentYearAmt |
| Year1 | $27,635 | Year1Amt |
| Year2 | $15,960 | Year2Amt |
| Year3 | $13,984 | Year3Amt |
| Total | $74,881 | 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 | $9,821 | CurrentYearAmt |
| Year1 | $11,286 | Year1Amt |
| Year2 | $9,264 | Year2Amt |
| Year3 | $9,046 | Year3Amt |
| Total | $39,417 | 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 | $1,475 |
| BANTAM CINEMA & ARTS CENTER INC | ||||||
| 115 BANTAM LAKE RD | BANTAM | CT | 06750 | NONPRIVATE | CHARITABLE | $251 |
| BETHLEHEM LAND TRUST | ||||||
| PO BOX 322 | BETHLEHEM | CT | 06751 | NONPRIVATE | CHARITABLE | $250 |
| CARING FOR BETHLEHEM | ||||||
| PO BOX 5 | BETHLEHEM | CT | 06751 | NONPRIVATE | CHARITABLE | $850 |
| CONNECTICUT COMMUNITY FOUNDATION | ||||||
| 43 FIELD ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE | $68 |
| CAROLE PECKWORLD KITCHEN | ||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONPRIVATE | CHARITABLE | $250 |
| FISH | ||||||
| 332 SOUTH MAIN ST | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $675 |
| FRIENDS OF TOPSMEAD STATE FOREST | ||||||
| PO BOX 1081 | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $100 |
| GAYLORD SPECIALTY HEALTHCARE | ||||||
| 50 GAYLORD FARM RD | WALLINGFORD | CT | 06492 | NONPRIVATE | CHARITABLE | $500 |
| FLANERS NATURE CENTER | ||||||
| 596 FLANDERS RD | WOODBURY | CT | 06795 | NONPRIVATE | CHARITABLE | $160 |
| GREENWOODS COUNSELING | ||||||
| 25 SOUTH ST | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $1,412 |
| JANE DOE NO MORE | ||||||
| 203 CHIRCH ST REAR | NAUGATUCK | CT | 06770 | NONPRIVATE | CHARITABLE | $50 |
| JO DAVIES CONSERVATION | ||||||
| 126 N MAIN ST | ELIZABETH | IL | 61028 | NONPRIVATE | CHARITABLE | $500 |
| KIDS PLAY | ||||||
| 61 MAIN STREET | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $50 |
| LITCHFIELD COMMUNITY | ||||||
| 421 BANTAM RD | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $350 |
| LITCHFIELD PERFORMING ARTS | ||||||
| 22 KIRBY RD | WASHINGTON | CT | 06793 | NONPRIVATE | CHARITABLE | $100 |
| LITCHFIELD HISTORIC SOCIETY | ||||||
| 7 SOUTH STREET | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $100 |
| MATTATUCK MUSEUM | ||||||
| 144 W MAIN ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE;LISTTOTAL 0CHARITABLE;LISTTOTAL 0 | $500 |
| METROPOLITAN MUSEUM OF MODERN ART | ||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONPRIVATE | CHARITABLE | $399 |
| OLIVER WOLCOTT LIBRARY | ||||||
| 160 SOUTH ST | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $1,275 |
| OLD BETHLEHEM HISTORICAL SOCIETY | ||||||
| 4 MAIN ST NORTH | BETHLEHEM | CT | 06751 | NONPRIVATE | CHARITABLE | $100 |
| PRIME TIME HOUSE | ||||||
| 810 MAIN STREET | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $2,353 |
| SANDY HOOK PROMISE | ||||||
| PO BOX 3489 | NEWTOWN | CT | 06740 | NONPRIVATE | CHARITABLE | $1,000 |
| THE LTCHFIELD AID OF THE CJR | ||||||
| 550 GOSHEN RD | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $250 |
| RIPLEY WATERFOWL CONSERVANCY | ||||||
| 55 DUCK POND RD | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $175 |
| SUSAN B ANTHONY PROJECT | ||||||
| 79 WATER ST 1 | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $100 |
| YALE SCHOOL OF MEDICINE | ||||||
| 333 CEDAR ST | NEW HAVEN | CT | 06510 | NONPRIVATE | CHARITABLE | $500 |
| HOLLISTER HOUSE | ||||||
| 300 NETTLETON HOLLOW RD | WASHINGTON | CT | 06793 | NONPRIVATE | CHARITABLE | $35 |
| THE TAFT SCHOOL | ||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | NONPRIVATE | CHARITABLE | $500 |
| JEWISH FEDERATION OF NORTH WESTERN CT | ||||||
| 444 MAIN ST NORTH | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $1,000 |
| WASHINGTON ART ASSOCIATION | ||||||
| 4 BRYAN MEMORIAL PLAZA | WASHINGTON DEPOT | CT | 06794 | NONPRIVATE | CHARITABLE | $100 |
| WATERBURY SYMPHONY ORCHESTRA | ||||||
| 110 BANK ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE | $1,774 |
| WELLSPRING | ||||||
| 21 ARCH BRIDGE RD | BETHLEHEM | CT | 06751 | NONPRIVATE | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,302 | 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 | $4,910 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,425 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,335 | 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 (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALFA LAVAL AB SWEDEN ADR | $1,502 | $2,885 |
| APPLE INC | $4,913 | $25,986 |
| COMCAST CORP CL A NEW | $7,427 | $9,966 |
| EATON CORP PLC | $5,545 | $15,695 |
| ALPHABET/GOOGLE INC | $5,254 | $17,746 |
| IBM CORP | $14,694 | $12,680 |
| MASTERCARD INC CL A | $5,799 | $26,080 |
| PHILLIPS 66 | $7,094 | $10,408 |
| BANK AMERICA CORP | $6,186 | $13,248 |
| CELANESE CORP | $5,594 | $10,224 |
| LOREAL COMPANY ADR | $1,898 | $3,633 |
| MERCK & COMPANY | $11,199 | $22,190 |
| PAYPAL HOLDINGS | $2,197 | $4,273 |
| PFIZER INC | $1,499 | $2,562 |
| PROLOGIS INC | $3,954 | $11,273 |
| AMAZON.COM INC | $2,430 | $8,400 |
| UBER TECHNOLOGIES | $2,132 | $1,237 |
| BERKSHIRE HATHAWAY INC | $1,778 | $3,089 |
| DBS GROUP HLDGS LTD | $2,984 | $5,069 |
| ROCHE HOLDING LIMITED SPONSORED ADR | $10,411 | $9,788 |
| SALESFORCE.COM INC | $2,250 | $1,326 |
| TEVA PHARMACEUTICAL INDS LTD ADR | $6,348 | $6,384 |
| VIATRIS INC | $2,631 | $1,736 |
| BLOCK INC CL A | $3,136 | $2,828 |
| META PLATFORMS INC CL A | $4,661 | $3,610 |
| VERIZON COMMUNICATIONS INC | $7,667 | $5,910 |
| AERCAP HOLDINGS | $5,185 | $5,832 |
| CLEAR SECURE INC | $2,609 | $2,743 |
| FREEPORT MCMORAN INC | $4,124 | $3,610 |
| TESLA INC | $2,143 | $1,109 |
| TRITON INTL LTD | $3,115 | $3,439 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL & ACCOUNTING FEES | $1,175 | $1,175 | $0 | $0 |
| MANAGEMENT FEES | $2,625 | $2,625 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Amt | $47 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $41 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $41 | 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 | $192 | Amt |
| Net Investment Income | $192 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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