LITTMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LITTMAN FAMILY FOUNDATION INC (EIN 65-0631633)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-01
- IRS object ID
- 202212139349100436
- Schema version
- 2021v4.2
- 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 Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-01T16:23:43-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-07-28 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $356,200 | 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 | $4,326 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,326 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,326 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,798 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,798 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $18,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,124 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,326 | 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 | $4,335 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,335 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,335 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,635 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,635 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,970 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,846 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,789 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,326 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,161 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,203 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $147,659 | CorporateStockBOYAmt |
| Corporate Stock EOY | $143,999 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $326,997 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $186,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $173,202 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $356,200 | 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 | $134,287 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $120,669 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $134,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $120,669 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $186,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $173,202 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $134,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,846 | ExcessRevenueOverExpensesAmt |
| Other Increases | $228 | OtherIncreasesAmt |
| Subtotal | $120,669 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $120,669 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| ALIBABA GRP HLDG SPN ADS | P | $3,646 | $4,823 | -$1,177 | -$1,177 | ||
| ALFA LAVAL AB SWEDEN ADR | P | $3,204 | $2,200 | $1,004 | $1,004 | 2014-09-10 | 2021-03-15 |
| ALIBABA GRP HLDG SPN ADS | P | $608 | $777 | -$169 | -$169 | 2019-05-24 | 2021-12-02 |
| ALIGN TECHNOLOGY INC | P | $5,556 | $3,539 | $2,017 | $2,017 | 2018-07-27 | 2021-03-15 |
| BANK AMERICA CORP | P | $3,763 | $1,608 | $2,155 | $2,155 | 2015-03-11 | 2021-03-15 |
| KYNDRYL HOLDINGS INC | P | $371 | $644 | -$273 | -$273 | ||
| ORGANON & CO | P | $738 | $561 | $177 | $177 | ||
| UNITED NATURAL FOODS INC | P | $10,860 | $3,550 | $7,310 | $7,310 | ||
| VIACOMCBS INC | P | $10,455 | $7,708 | $2,747 | $2,747 | ||
| CAPITAL GAINS DIVIDENDS | P | $7 | $7 | $7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,798 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,177 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $192 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $192 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $192 | 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 | $192 | 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 | $343,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $343,731 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $343,731 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,156 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $338,575 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,929 | 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 | $27,635 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,635 | 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 | $4,326 | CurrentYearAmt |
| Year1 | $5,747 | Year1Amt |
| Year2 | $1,402 | Year2Amt |
| Year3 | $5,903 | Year3Amt |
| Total | $17,378 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,677 | CurrentYearAmt |
| Year1 | $4,885 | Year1Amt |
| Year2 | $1,192 | Year2Amt |
| Year3 | $5,018 | Year3Amt |
| Total | $14,771 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $27,635 | CurrentYearAmt |
| Year1 | $15,960 | Year1Amt |
| Year2 | $13,984 | Year2Amt |
| Year3 | $15,733 | Year3Amt |
| Total | $73,312 | 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 | $27,635 | CurrentYearAmt |
| Year1 | $15,960 | Year1Amt |
| Year2 | $13,984 | Year2Amt |
| Year3 | $15,733 | Year3Amt |
| Total | $73,312 | 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 | $11,286 | CurrentYearAmt |
| Year1 | $9,264 | Year1Amt |
| Year2 | $9,046 | Year2Amt |
| Year3 | $9,225 | Year3Amt |
| Total | $38,821 | 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 |
|---|---|---|---|---|---|---|
| BANTAM CINEMA & ARTS CENTER INC | ||||||
| 115 BANTAM LAKE RD | BANTAM | CT | 06750 | NONPRIVATE | CHARITABLE | $10,000 |
| B'NAI ISRAEL | ||||||
| PO BOX 350 | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $1,250 |
| BETHLEHEM LAND TRUST | ||||||
| PO BOX 322 | BETHLEHEM | CT | 06751 | NONPRIVATE | CHARITABLE | $615 |
| FISH | ||||||
| 332 SOUTH MAIN ST | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $100 |
| CARING FOR BETHLEHEM | ||||||
| PO BOX 5 | BETHLEHEM | CT | 06751 | NONPRIVATE | CHARITABLE | $1,000 |
| GREATER WATERBURY CAMPERSHIP | ||||||
| 389 MEADOW ST | WATERBURY | CT | 06722 | NONPRIVATE | CHARITABLE | $100 |
| JANE DOE NO MORE | ||||||
| 203 CHIRCH ST REAR | NAUGATUCK | CT | 06770 | NONPRIVATE | CHARITABLE | $50 |
| CONNECTICUT COMMUNITY FOUNDATION | ||||||
| 43 FIELD ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE | $895 |
| CONNECTICUT JUNIOR REPUBLIC | ||||||
| PO BOX 161 | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $1,100 |
| KIDS PLAY | ||||||
| 61 MAIN STREET | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $100 |
| FRIENDS OF TOPSMEAD STATE FOREST | ||||||
| PO BOX 1081 | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $125 |
| GAYLORD SPECIALTY HEALTHCARE | ||||||
| 50 GAYLORD FARM RD | WALLINGFORD | CT | 06492 | NONPRIVATE | CHARITABLE | $1,750 |
| GREENWOODS COUNSELING | ||||||
| 25 SOUTH ST | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $1,500 |
| LITCHFIELD HEALTH AND WELLNESS | ||||||
| PO BOX 422 | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $100 |
| JO DAVIES CONSERVATION | ||||||
| 126 N MAIN ST | ELIZABETH | IL | 61028 | NONPRIVATE | CHARITABLE | $500 |
| NYU LAGONE | ||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONPRIVATE | CHARITABLE | $100 |
| LITCHFIELD COMMUNITY | ||||||
| 421 BANTAM RD | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $600 |
| LITCHFIELD HISTORIC SOCIETY | ||||||
| 7 SOUTH STREET | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $325 |
| PARTNERS FOR SUBSTAINABLE HEALTHY COMMUNITIES | ||||||
| BOX 607 | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $198 |
| MATTATUCK MUSEUM | ||||||
| 144 W MAIN ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE;LISTTOTAL 0CHARITABLE | $1,000 |
| THE PRAIRIE MUSEUM | ||||||
| 1905 S FRANKLIN AVE | COLBY | KS | 67701 | NONPRIVATE | CHARITABLE | $250 |
| OLIVER WOLCOTT LIBRARY | ||||||
| 160 SOUTH ST | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $500 |
| PRIME TIME HOUSE | ||||||
| 810 MAIN STREET | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $100 |
| SISTERHOOD B'NAI ISRAEL | ||||||
| PO BOX 350 | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $36 |
| SUSAN B ANTHONY PROJECT | ||||||
| 79 WATER ST 1 | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $100 |
| RIPLEY WATERFOWL CONSERVANCY | ||||||
| 55 DUCKPOND RD | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $450 |
| THE FIELD MUSEUM | ||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONPRIVATE | CHARITABLE | $500 |
| UNITED WAY OF GREATER WATERBURY | ||||||
| 60 N MAIN ST 3 | WATERBURY | CT | 06702 | 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 | $2,191 |
| SIERRA CLUB ILLINOIS CHAPTER | ||||||
| 70 EAST LAKE STREET SUITE 1500 | CHICAGO | IL | 60601 | NONPRIVATE | CHARITABLE | $250 |
| THE TAFT SCHOOL | ||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | NONPRIVATE | CHARITABLE | $500 |
| WELLSPRING | ||||||
| 21 ARCH BRIDGE RD | BETHLEHEM | CT | 06751 | NONPRIVATE | CHARITABLE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,635 | 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 | $4,326 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,798 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,124 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,124 | 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 (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AES CORP | $3,183 | $7,290 |
| ALFA LAVAL AB SWEDEN ADR | $1,502 | $4,033 |
| APPLE INC | $4,913 | $35,514 |
| BANK NEW YORK MELLON | $3,371 | $5,808 |
| COMCAST CORP CL A NEW | $6,493 | $13,086 |
| EATON CORP PLC | $5,545 | $17,282 |
| ALPHABET/GOOGLE INC | $5,254 | $28,936 |
| IBM CORP | $14,694 | $12,029 |
| MASTERCARD INC CL A | $5,799 | $26,949 |
| PHILLIPS 66 | $7,094 | $7,246 |
| BANK AMERICA CORP | $6,186 | $17,796 |
| CELANESE CORP | $5,594 | $16,806 |
| LOREAL COMPANY ADR | $1,898 | $4,866 |
| MERCK & COMPANY | $11,199 | $15,328 |
| PAYPAL HOLDINGS | $2,197 | $11,315 |
| PFIZER INC | $1,499 | $2,953 |
| PROLOGIS INC | $3,954 | $16,836 |
| AMAZON.COM INC | $2,430 | $16,672 |
| BRISTOL MYERS SQUIBB COMPANY | $4,949 | $6,235 |
| ALIGN TECHNOLOGY INC | $2,241 | $6,572 |
| UBER TECHNOLOGIES | $2,132 | $2,097 |
| BERKSHIRE HATHAWAY INC | $1,778 | $2,990 |
| DBS GROUP HLDGS LTD | $2,984 | $4,868 |
| ROCHE HOLDING LIMITED SPONSORED ADR | $10,411 | $12,923 |
| SALESFORCE.COM INC | $2,250 | $2,541 |
| TEVA PHARMACEUTICAL INDS LTD ADR | $6,348 | $5,607 |
| VIATRIS INC | $2,631 | $2,111 |
| BLOCK INC CL A | $3,142 | $2,423 |
| META PLATFORMS INC CL A | $4,661 | $10,091 |
| VERIZON COMMUNICATIONS INC | $7,667 | $7,794 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL & ACCOUNTING FEES | $1,450 | $1,450 | $0 | $0 |
| MANAGEMENT FEES | $2,885 | $2,885 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Amt | $228 | Amt |
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 |
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