LITTMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LITTMAN FAMILY FOUNDATION INC (EIN 65-0631633)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-13
- IRS object ID
- 202131949349100008
- Schema version
- 2020v4.1
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-13T19:27:22-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-06-28 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $323,129 | 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 | $4,139 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,139 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,139 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,356 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $853 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,608 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $4,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,992 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,747 | 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 | $3,916 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,916 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $181 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,097 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,097 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $895 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,747 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,161 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,161 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $151,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $147,659 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $283,968 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,860 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $202,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $186,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $323,129 | 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 | $150,387 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $134,287 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $150,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $134,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $202,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $186,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $150,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $135,322 | SubtotalAmt |
| Other Decreases | $1,035 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $134,287 | 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 |
|---|---|---|---|---|---|---|---|
| AES CORP | P | 2014-10-15 | 2020-05-04 | $1,281 | $1,194 | $87 | $87 |
| ALPS ALERIAN MLP NEW ETF | P | 2017-05-16 | 2020-09-11 | $4,254 | $10,595 | -$6,341 | -$6,341 |
| GENERAL ELECTRIC CO | P | $1,782 | $7,610 | -$5,828 | -$5,828 | ||
| MASTERCARD INC | P | 2014-07-28 | 2020-09-11 | $8,242 | $1,891 | $6,351 | $6,351 |
| PAYPAL HLDGS INC | P | 2015-07-27 | 2020-09-11 | $7,339 | $1,464 | $5,875 | $5,875 |
| SPLUNK INC | P | 2018-10-09 | 2020-06-17 | $4,630 | $2,606 | $2,024 | $2,024 |
| TESLA INC | P | 2016-01-04 | 2020-01-30 | $3,224 | $1,102 | $2,122 | $2,122 |
| TIDEWATER INC | P | 2017-08-02 | 2020-03-27 | $601 | $2,731 | -$2,130 | -$2,130 |
| VIACOMCBS INC | P | 2016-08-19 | 2020-09-11 | $1,874 | $4,820 | -$2,946 | -$2,946 |
| VIATRIS INC | P | 2015-01-30 | 2020-11-20 | $4 | $4 | $4 | |
| EATON CORP PLC | P | 2014-04-23 | 2020-09-11 | $4,098 | $2,490 | $1,608 | $1,608 |
| CAPITAL GAINS DIVIDENDS | P | $27 | $27 | $27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $853 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,608 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | $15,960 | 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 | $282,142 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $282,142 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $282,142 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,232 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $277,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,896 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,960 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,960 | AdjustedQualifyingDistriAmt |
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 | $5,747 | CurrentYearAmt |
| Year1 | $1,402 | Year1Amt |
| Year2 | $5,903 | Year2Amt |
| Year3 | $7,164 | Year3Amt |
| Total | $20,216 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,885 | CurrentYearAmt |
| Year1 | $1,192 | Year1Amt |
| Year2 | $5,018 | Year2Amt |
| Year3 | $6,089 | Year3Amt |
| Total | $17,184 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,960 | CurrentYearAmt |
| Year1 | $13,984 | Year1Amt |
| Year2 | $15,733 | Year2Amt |
| Year3 | $17,239 | Year3Amt |
| Total | $62,916 | 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 | $15,960 | CurrentYearAmt |
| Year1 | $13,984 | Year1Amt |
| Year2 | $15,733 | Year2Amt |
| Year3 | $17,239 | Year3Amt |
| Total | $62,916 | 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 | $9,264 | CurrentYearAmt |
| Year1 | $9,046 | Year1Amt |
| Year2 | $9,225 | Year2Amt |
| Year3 | $9,009 | Year3Amt |
| Total | $36,544 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNITED WAY OF GREATER WATERBURY | ||||||
| 60 N MAIN ST 3 | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE | $1,075 |
| FRIENDS OF TOPSMEAD STATE FOREST | ||||||
| PO BOX 1081 | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $50 |
| TEMPLE SINAI | ||||||
| 18801 NE 22 AVENUE | NORTH MIAMI | FL | 33180 | NONPRIVATE | CHARITABLE | $250 |
| SUSAN B ANTHONY PROJECT | ||||||
| 79 WATER ST 1 | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $350 |
| PRIME TIME HOUSE | ||||||
| 810 MAIN STREET | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $350 |
| NORTHWEST COMMUNITY FOUNDATION | ||||||
| 33 EAST MAIN STREET | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $50 |
| LITCHFIELD HISTORIC SOCIETY | ||||||
| 7 SOUTH STREET | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $225 |
| B'NAI ISRAEL | ||||||
| PO BOX 350 | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $1,250 |
| BETHLEHEM LAND TRUST | ||||||
| PO BOX 322 | BETHLEHEM | CT | 06751 | NONPRIVATE | CHARITABLE | $520 |
| CONNECTICUT COLLEGE | ||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONPRIVATE | CHARITABLE | $250 |
| CONNECTICUT COMMUNITY FOUNDATION | ||||||
| 43 FIELD ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE | $59 |
| CONNECTICUT JUNIOR REPUBLIC | ||||||
| PO BOX 161 | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $500 |
| GAYLORD SPECIALTY HEALTHCARE | ||||||
| 50 GAYLORD FARM RD | WALLINGFORD | CT | 06492 | NONPRIVATE | CHARITABLE | $1,925 |
| GREENWOODS COUNSELING | ||||||
| 25 SOUTH ST | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $1,600 |
| DANA FARBER | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONPRIVATE | CHARITABLE | $75 |
| JEWISH FEDERATION OF NORTHWESTERN CONNECTICUT | ||||||
| 444 MAIN ST NORTH | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $1,000 |
| JO DAVIESS CONSERVATION | ||||||
| 126 N MAIN ST | ELIZABETH | IL | 61028 | NONPRIVATE | CHARITABLE | $500 |
| LITCHFIELD COMMUNITY | ||||||
| 421 BANTAM RD | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $250 |
| CLEAN AIR TASK FORCE | ||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | NONPRIVATE | CHARITABLE | $250 |
| LIVINGSTON RIPLEY WATERFOWL | ||||||
| 55 DUCK POND RD | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $170 |
| MATTATUCK MUSEUM | ||||||
| 144 W MAIN ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE;LISTTOTAL 0 | $1,000 |
| OLIVER WOLCOTT LIBRARY | ||||||
| 160 SOUTH ST | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $500 |
| SISTERHOOD B'NAI ISRAEL | ||||||
| PO BOX 350 | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $36 |
| CARING FOR BETHLEHEM | ||||||
| PO BOX 5 | BETHLEHEM | CT | 06751 | NONPRIVATE | CHARITABLE | $1,000 |
| THE FIELD MUSEUM | ||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONPRIVATE | CHARITABLE | $1,000 |
| BRASS CITY BALLET | ||||||
| 1255 MIDDLEBURY RD | MIDDLEBURY | CT | 06762 | NONPRIVATE | CHARITABLE | $100 |
| 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 | $1,275 |
| LEGAL AID SOCIETY | ||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONPRIVATE | CHARITABLE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,960 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,139 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $853 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,992 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,992 | 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 |
|---|---|---|
| AES CORP | $3,183 | $7,050 |
| ALFA LAVAL AB SWEDEN ADR | $3,702 | $5,424 |
| APPLE INC | $4,913 | $26,538 |
| BANK NEW YORK MELLON | $3,371 | $4,244 |
| COMCAST CORP CL A NEW | $6,493 | $13,624 |
| EATON CORP PLC | $5,545 | $12,014 |
| ALPHABET/GOOGLE INC | $5,254 | $17,519 |
| IBM CORP | $15,338 | $11,329 |
| MASTERCARD INC CL A | $5,799 | $26,771 |
| PHILLIPS 66 | $7,094 | $6,994 |
| BANK AMERICA CORP | $7,795 | $15,155 |
| CELANESE CORP | $5,594 | $12,994 |
| LOREAL COMPANY ADR | $1,898 | $3,884 |
| MERCK & COMPANY | $11,760 | $16,360 |
| PAYPAL HOLDINGS | $2,197 | $14,052 |
| PFIZER INC | $1,499 | $1,841 |
| PROLOGIS INC | $3,954 | $9,966 |
| AMAZON.COM INC | $2,430 | $16,285 |
| BRISTOL MYERS SQUIBB COMPANY | $4,949 | $6,203 |
| FACEBOOK INC CL A | $4,661 | $8,195 |
| VIACOM INC CL B NEW | $7,708 | $5,924 |
| ALIGN TECHNOLOGY INC | $5,779 | $10,688 |
| ALIBABA GROUP HOLDING LTD | $777 | $1,164 |
| UBER TECHNOLOGIES | $2,132 | $2,550 |
| UNITED NATURAL FOODS | $3,550 | $4,791 |
| BERKSHIRE HATHAWAY INC | $1,778 | $2,319 |
| DBS GROUP HLDGS LTD | $2,984 | $3,803 |
| ROCHE HOLDING LIMITED SPONSORED ADR | $4,293 | $4,384 |
| SALESFORCE.COM INC | $2,250 | $2,225 |
| TEVA PHARMACEUTICAL INDS LTD ADR | $6,348 | $6,755 |
| VIATRIS INC | $2,631 | $2,923 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL & ACCOUNTING FEES | $361 | $361 | $0 | $0 |
| MANAGEMENT FEES | $3,555 | $3,555 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Amt | $1,035 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $181 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $181 | 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 |
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