LITOWITZ FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LITOWITZ FOUNDATION INC (EIN 65-0763609)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201913119349100726
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-07T14:17:11-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592110949 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWAL & OLIVA PA CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 E FLAGLER STREET STE 800 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331311296 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650763609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITOWITZ FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LITO | BusinessNameControlTxt |
| Phone | 3055525775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11401 BIRD ROAD STE 370 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33165 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BUDD LITOWITZ | PersonNm |
| Person Title | PRES./TREAS. | PersonTitleTxt |
| Phone | 3055525775 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD M KWAL CPA | PreparerPersonNm |
| PTIN | P00118433 | PTIN |
| Phone | 3055774333 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 14:17:11 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 73FEBA7905AB37EF9EE18DDCE3A87F8B099E9EBF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B0D73982A56024E38377A879211239E55C71C0F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,583,055 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $382,038 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $381,796 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,230 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,537,197 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,230 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$24,742 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$24,742 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $523,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $373,284 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,221 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,111 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,110 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,620 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,620 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,112 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,112 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,905 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,690 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,890 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,445 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,445 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,544 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $633 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $633 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $172,099 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $121,626 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,678 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $960,297 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $960,297 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,132,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $121,626 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,007,975 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$608,870 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $251,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prepaid Expenses BOY | $94,348 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $91,831 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $91,831 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,742,714 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,680,515 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,680,515 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,514,008 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $810,709 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $810,709 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,351,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,583,055 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,583,055 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,351,070 | UnrestrictedBOYAmt |
| Unrestricted EOY | $13,583,055 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,351,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,583,055 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,351,070 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,583,055 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,351,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$608,870 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,742,200 | SubtotalAmt |
| Other Decreases | $1,159,145 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,583,055 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (138 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMAZON.COM INC | P | 2018-06-13 | 2018-07-19 | $4,841 | $4,820 | $21 | $21 |
| US TREASURY NOTE 2.625% | P | 2018-03-02 | 2018-07-19 | $24,857 | $24,993 | -$136 | -$136 |
| JP MORGAN CHASE & CO 4.25% | P | 2015-11-09 | 2018-11-26 | $10,210 | $10,299 | -$89 | -$89 |
| AMERICAN EXPRESS CREDIT SER MTN 2.2% | P | 2017-03-16 | 2018-04-20 | $4,937 | $4,990 | -$53 | -$53 |
| BIOGEN INC | P | 2017-06-16 | 2018-01-23 | $5,207 | $3,821 | $1,386 | $1,386 |
| AMGEN INC | P | 2017-06-12 | 2018-10-23 | $4,691 | $3,964 | $727 | $727 |
| GILEAD SCIENCES INC | P | 2017-06-12 | 2018-10-23 | $4,628 | $4,097 | $531 | $531 |
| SYNCHRONY FINL COM | P | 2016-06-24 | 2018-12-19 | $77,221 | $77,486 | -$265 | -$265 |
| KENNEDY-WILSON HDLGS INC | P | 2016-07-12 | 2018-06-19 | $12,929 | $11,398 | $1,531 | $1,531 |
| ENERGY TRANSFER EQUITY, LP | P | 2015-12-23 | 2018-06-19 | $118,800 | $94,041 | $24,759 | $24,759 |
| APPLE INC | P | 2018-03-02 | 2018-04-20 | $4,806 | $4,836 | -$30 | -$30 |
| US TREASURY NOTE 2.375% | P | 2017-09-28 | 2018-07-19 | $119,582 | $125,315 | -$5,733 | -$5,733 |
| KINDER MORGAN ENER PART COMP GUARNT | P | 2015-11-09 | 2018-04-20 | $5,015 | $4,673 | $342 | $342 |
| US TREASURY NOTE 1.25% | P | 2016-11-02 | 2018-04-26 | $95,177 | $99,973 | -$4,796 | -$4,796 |
| CENTURY LINK INC | P | 2018-07-25 | 2018-10-23 | $4,260 | $3,612 | $648 | $648 |
| APPLE INC | P | 2015-12-22 | 2018-10-23 | $34,892 | $19,295 | $15,597 | $15,597 |
| JEFFRERIES FINL GROUP INC | P | 2016-08-26 | 2018-09-14 | $76,713 | $62,979 | $13,734 | $13,734 |
| ANTHEM INC | P | 2016-11-02 | 2018-10-23 | $21,351 | $10,241 | $11,110 | $11,110 |
| PFIZER INC | P | 2015-11-04 | 2018-06-19 | $4,169 | $3,981 | $188 | $188 |
| ENERGY TRANSFER PRTRS LP (OPERATING) | P | 2018-01-03 | 2018-06-19 | $4,974 | $4,889 | $85 | $85 |
| ABBOTT LABORATORIES GLB | P | 2018-03-02 | 2018-11-23 | $18,715 | $18,795 | -$80 | -$80 |
| US TREASURY NOTE 1.750% | P | 2017-08-11 | 2018-07-19 | $19,263 | $20,017 | -$754 | -$754 |
| METLIFE INC GLB 3.6% | P | 2015-11-09 | 2018-01-11 | $36,287 | $35,529 | $758 | $758 |
| US TREASURY NOTE 1.125% | P | 2016-05-05 | 2018-10-24 | $102,369 | $105,067 | -$2,698 | -$2,698 |
| CELGENE CORP | P | 2017-06-16 | 2018-01-23 | $3,338 | $4,788 | -$1,450 | -$1,450 |
| BIOGEN INC | P | 2017-06-16 | 2018-07-10 | $46,235 | $34,389 | $11,846 | $11,846 |
| JOHNSON & JOHNSON COM | P | 2015-11-23 | 2018-10-23 | $38,300 | $28,456 | $9,844 | $9,844 |
| UNITED TECHS CORP | P | 2016-02-26 | 2018-10-23 | $24,806 | $18,367 | $6,439 | $6,439 |
| TARGA RESOURCES CORP | P | 2016-08-16 | 2018-06-19 | $10,086 | $8,061 | $2,025 | $2,025 |
| EQM MIDSTREAM PARTNERS (FKA-EQT) | P | 2014-10-08 | 2018-12-18 | $79,887 | $124,012 | -$44,125 | -$44,125 |
| ANHEUSER-BUSCH INBEV FIN CO. GLB | P | 2017-08-11 | 2018-04-20 | $4,917 | $5,164 | -$247 | -$247 |
| US TREASURY NOTE 1.750% | P | 2018-05-17 | 2018-07-19 | $5,003 | $4,898 | $105 | $105 |
| MEDTRONIC INC CO GAURNT GLB 1.5% | P | 2015-11-10 | 2018-03-15 | $40,000 | $40,000 | ||
| US TREASURY NOTE 1.00% | P | 2015-11-09 | 2018-03-02 | $84,857 | $84,777 | $80 | $80 |
| DELTA AIRLINES INC | P | 2017-05-09 | 2008-12-31 | $13,314 | $11,097 | $2,217 | $2,217 |
| BANK NEW YORK MELLON CORP | P | 2015-12-07 | 2018-10-23 | $33,585 | $25,853 | $7,732 | $7,732 |
| LEUCADIA NATL CORP | P | 2016-08-26 | 2018-01-23 | $10,066 | $6,907 | $3,159 | $3,159 |
| VODAFONE GROUP PLC ADR | P | 2017-02-24 | 2018-07-25 | $69,571 | $76,680 | -$7,109 | -$7,109 |
| WEYERHAEUSER CO | P | 2016-11-18 | 2018-06-19 | $2,004 | $1,658 | $346 | $346 |
| CITIGROUP INC GLB | P | 2017-09-28 | 2018-04-20 | $4,790 | $5,030 | -$240 | -$240 |
| APPLE INC GLB | P | 2015-11-09 | 2018-05-03 | $34,998 | $34,977 | $21 | $21 |
| MORGAN STANLEY SER MTN 2.625% | P | 2017-02-01 | 2018-11-26 | $14,584 | $14,792 | -$208 | -$208 |
| US TREASURY NOTE 1.875% | P | 2017-06-30 | 2018-11-07 | $48,137 | $50,052 | -$1,915 | -$1,915 |
| GILEAD SCIENCES INC | P | 2017-06-12 | 2018-01-23 | $4,537 | $3,700 | $837 | $837 |
| BECTON DICKINSON CO | P | 2015-11-23 | 2018-07-18 | $16,440 | $10,442 | $5,998 | $5,998 |
| LOWES COMPANIES INC | P | 2015-11-23 | 2018-10-23 | $21,441 | $15,875 | $5,566 | $5,566 |
| WAL-MART STORES INC | P | 2015-11-23 | 2018-10-23 | $24,192 | $14,530 | $9,662 | $9,662 |
| WELLS FARGO & CO | P | 2015-11-04 | 2018-06-19 | $3,850 | $3,817 | $33 | $33 |
| CAPITAL ONE FINANCIAL CO. GLB | P | 2018-02-15 | 2018-04-20 | $4,754 | $4,865 | -$111 | -$111 |
| ANHEUSER-BUSCH INBEV FIN CO. GLB | P | 2017-02-01 | 2018-12-13 | $21,215 | $22,068 | -$853 | -$853 |
| MICROSOFT CORP GLB 2.4% | P | 2017-02-01 | 2018-07-19 | $9,788 | $9,997 | -$209 | -$209 |
| US TREASURY NOTE 1.25% | P | 2015-11-09 | 2018-05-17 | $149,352 | $149,991 | -$639 | -$639 |
| NASPERS LTD CL N | P | 2018-09-14 | 2018-10-23 | $4,239 | $4,751 | -$512 | -$512 |
| BERSHIRE HATHAWAY INC | P | 2015-11-30 | 2018-10-23 | $20,086 | $12,918 | $7,168 | $7,168 |
| MICROSOFT CORP | P | 2015-11-30 | 2018-10-23 | $31,173 | $17,408 | $13,765 | $13,765 |
| WELLS FARGO & CO | P | 2015-11-23 | 2018-10-23 | $30,193 | $28,342 | $1,851 | $1,851 |
| MATTHEWS ASIAN GROWTH & INCOME FD IN | P | 2017-05-26 | 2018-12-18 | $54,015 | $66,885 | -$12,870 | -$12,870 |
| CVS HEALTH CORP GLB | P | 2018-03-16 | 2018-04-20 | $5,011 | $5,009 | $2 | $2 |
| BANK OF AMERICA CORP SER MTN | P | 2015-11-10 | 2018-01-11 | $52,501 | $51,033 | $1,468 | $1,468 |
| ORACLE CORP GLB 2.8%. | P | 2015-11-09 | 2018-11-23 | $14,905 | $15,093 | -$188 | -$188 |
| US TREASURY NOTE 1.75% | P | 2017-08-11 | 2018-11-07 | $3,827 | $4,003 | -$176 | -$176 |
| TWENTY FIRST CENTURY FOX CL B | P | 2017-12-15 | 2018-10-23 | $1,684 | $1,293 | $391 | $391 |
| CELGENE CORP | P | 2017-06-16 | 2018-12-19 | $20,188 | $41,824 | -$21,636 | -$21,636 |
| TWENTY-FIRST CENTURY FOX INC CL B | P | 2016-01-04 | 2018-10-23 | $23,556 | $15,208 | $8,348 | $8,348 |
| ABERDEEN GLOBAL PREMIER | P | 2018-02-28 | 2018-06-19 | $2,743 | $2,682 | $61 | $61 |
| KKR & CO LP | P | 2016-08-16 | 2018-06-19 | $26,568 | $15,768 | $10,800 | $10,800 |
| JP MORGAN CHASE & CO. GLB | P | 2017-09-28 | 2018-07-19 | $4,787 | $5,045 | -$258 | -$258 |
| BERKSHIRE HATHAWAY INC | P | 2016-04-06 | 2018-08-15 | $39,356 | $40,512 | -$1,156 | -$1,156 |
| REYNOLDS AMERICAN INC GLB 2.3% | P | 2015-11-10 | 2018-06-12 | $39,997 | $40,004 | -$7 | -$7 |
| US TREASURY NOTE 1.625% | P | 2016-07-06 | 2018-11-07 | $72,165 | $80,896 | -$8,731 | -$8,731 |
| QUALCOMM INC | P | 2017-05-09 | 2018-01-23 | $15,194 | $11,947 | $3,247 | $3,247 |
| CITI GROUP INC NEW | P | 2016-08-26 | 2018-10-23 | $28,786 | $20,422 | $8,364 | $8,364 |
| ORACLE CORP | P | 2015-11-30 | 2018-10-23 | $33,370 | $26,093 | $7,277 | $7,277 |
| ALPS ALERIAN MLP ETF | P | 2017-11-16 | 2018-01-02 | $106,964 | $99,780 | $7,184 | $7,184 |
| MPLX, LP | P | 2017-03-02 | 2018-06-19 | $1,212 | $1,238 | -$26 | -$26 |
| NORTHROP GRUMMAN CORP | P | 2017-10-19 | 2018-04-20 | $4,821 | $5,006 | -$185 | -$185 |
| CVS HEALTH CORP GLB | P | 2015-11-09 | 2018-01-11 | $40,615 | $40,681 | -$66 | -$66 |
| UNITED HEALTHCARE GROUP INC GLB 3.35 | P | 2015-11-09 | 2018-07-19 | $10,030 | $10,181 | -$151 | -$151 |
| US TREASURY NOTE 2.25% | P | 2015-11-09 | 2018-07-19 | $9,650 | $9,785 | -$135 | -$135 |
| SCHLUMBERGER LTD | P | 2017-12-15 | 2018-10-23 | $14,706 | $13,739 | $967 | $967 |
| CITIGROUP INC NEW | P | 2016-08-30 | 2018-10-23 | $18,998 | $12,353 | $6,645 | $6,645 |
| PHILLIP MORRIS INTL INC | P | 2015-11-18 | 2018-10-23 | $23,034 | $20,815 | $2,219 | $2,219 |
| QUALCOMM INC | P | 2017-05-05 | 2018-02-28 | $105,098 | $85,381 | $19,717 | $19,717 |
| BUCKEYE PARTNERS, LP | P | 2014-09-19 | 2018-12-18 | $78,404 | $138,387 | -$59,983 | -$59,983 |
| WAL-MART STORES INC | P | 2017-10-19 | 2018-03-02 | $49,005 | $49,983 | -$978 | -$978 |
| CITIGROUP INC GLB | P | 2017-03-16 | 2018-04-20 | $4,915 | $4,998 | -$83 | -$83 |
| VERIZON COMMINUCATIONS GLB 4.6% | P | 2015-11-09 | 2018-04-20 | $10,399 | $10,469 | -$70 | -$70 |
| US TREASURY NOTE 2.00% | P | 2015-11-13 | 2018-11-07 | $141,388 | $147,609 | -$6,221 | -$6,221 |
| SANOFI ADR | P | 2017-02-24 | 2018-01-23 | $8,042 | $7,882 | $160 | $160 |
| CISCO SYSTEMS INC | P | 2015-11-30 | 2018-10-23 | $36,748 | $23,481 | $13,267 | $13,267 |
| PEPSICO INC | P | 2015-11-23 | 2018-10-23 | $29,418 | $25,323 | $4,095 | $4,095 |
| WILLIAM COMPANIES DEL | P | 2018-01-02 | 2018-12-18 | $85,518 | $116,448 | -$30,930 | -$30,930 |
| DOMINION ENERGY MIDSTREAM PRTRS, LP | P | 2017-05-10 | 2018-06-13 | $31,502 | $68,760 | -$37,258 | -$37,258 |
| KFW GLB | P | 2017-06-30 | 2018-03-02 | $59,167 | $60,073 | -$906 | -$906 |
| COMCAST CORP GLB 3.6% | P | 2015-11-09 | 2018-03-02 | $50,166 | $51,614 | -$1,448 | -$1,448 |
| USD UNITED MEXICAN 3.625% | P | 2015-11-10 | 2018-01-11 | $47,495 | $46,212 | $1,283 | $1,283 |
| BLACKROCK ALLOCATION TARGET SERIES M | P | 2015-11-09 | 2018-07-19 | $94,300 | $98,700 | -$4,400 | -$4,400 |
| VODAFONE GROUP PLC | P | 2017-02-24 | 2018-01-23 | $10,528 | $8,389 | $2,139 | $2,139 |
| COCA COLA COM | P | 2015-11-23 | 2018-10-23 | $33,353 | $30,644 | $2,709 | $2,709 |
| PFIZER INC | P | 2015-11-23 | 2018-10-23 | $37,647 | $31,615 | $6,032 | $6,032 |
| MATTHEWS ASIAN GROWTH & INC FD INV C | P | 2018-06-19 | 2018-12-18 | $47,149 | $55,932 | -$8,783 | -$8,783 |
| GENESIS ENERGY, LP | P | 2011-06-02 | 2018-06-19 | $566 | $509 | $57 | $57 |
| US TREASURY NOTE 1.5% | P | 2018-01-11 | 2018-07-19 | $34,215 | $34,532 | -$317 | -$317 |
| COMCAST CORP GLB 2.75% | P | 2016-04-06 | 2018-01-11 | $29,995 | $30,863 | -$868 | -$868 |
| TORONTO-DOMINION BANK | P | 2015-11-09 | 2018-07-23 | $39,993 | $40,000 | -$7 | -$7 |
| BLACKROCK ALLOCATION TARGET SERIES A | P | 2017-01-11 | 2018-11-28 | $119,487 | $120,122 | -$635 | -$635 |
| ALTRIA GROUP INC | P | 2015-11-23 | 2018-10-23 | $9,910 | $8,769 | $1,141 | $1,141 |
| DELTA AIR LINES INC | P | 2017-05-09 | 2018-10-23 | $11,692 | $10,948 | $744 | $744 |
| PROCTER & GAMBLE CO. | P | 2015-11-23 | 2018-10-23 | $36,471 | $32,148 | $4,323 | $4,323 |
| ARES CAPITAL CORP | P | 2015-11-04 | 2018-06-19 | $3,164 | $2,947 | $217 | $217 |
| PLAINS ALL AMERICA PIPELINE LP | P | 2008-06-23 | 2018-08-28 | $64,511 | $40,422 | $24,089 | $24,089 |
| US TREASURY NOTE 2.00% | P | 2018-01-11 | 2018-07-19 | $14,529 | $14,784 | -$255 | -$255 |
| ENTERPRISE PRODUCTS OPER 3.75% | P | 2015-11-10 | 2018-04-20 | $4,959 | $4,856 | $103 | $103 |
| WELLS FARGO & CO SER MTN 3.3% | P | 2015-11-12 | 2018-11-26 | $14,456 | $14,841 | -$385 | -$385 |
| ABBOT LABORATORIES PART CALL | P | 2018-03-02 | 2018-10-29 | $16,485 | $15,828 | $657 | $657 |
| AMERICAN INTERNATIONAL GROUP INC | P | 2015-11-30 | 2018-12-19 | $65,376 | $88,169 | -$22,793 | -$22,793 |
| EXXON MOBIL CORP | P | 2015-11-18 | 2018-10-23 | $43,512 | $41,098 | $2,414 | $2,414 |
| QUALCOMM INC | P | 2017-05-09 | 2018-10-23 | $11,659 | $10,118 | $1,541 | $1,541 |
| CISCO SYSTEMS INC | P | 2015-11-04 | 2018-06-19 | $34,752 | $22,326 | $12,426 | $12,426 |
| TC PIPELINES LP | P | 2015-12-23 | 2018-06-20 | $49,802 | $87,600 | -$37,798 | -$37,798 |
| US TREASURY NOTE 1.875% | P | 2017-06-30 | 2018-04-19 | $4,842 | $5,006 | -$164 | -$164 |
| GOLDMAN SACHS GROUP INC GLB 5.25% | P | 2015-11-16 | 2018-07-19 | $5,250 | $5,327 | -$77 | -$77 |
| TOYOTA MOTOR CREDIT CORP GLB 1.375% | P | 2015-11-09 | 2018-01-10 | $55,000 | $54,978 | $22 | $22 |
| ABBOT LABS | P | 2017-10-04 | 2018-07-18 | $11,327 | $10,085 | $1,242 | $1,242 |
| ABBVIE INC | P | 2015-12-07 | 2018-10-23 | $15,055 | $8,693 | $6,362 | $6,362 |
| GENL DYNAMICS CORP | P | 2015-12-07 | 2018-10-23 | $22,957 | $16,110 | $6,847 | $6,847 |
| SCHLUMBERGER LTD | P | 2016-01-20 | 2018-12-19 | $58,888 | $89,119 | -$30,231 | -$30,231 |
| WISDOMTREE EMERGING MKTS HIGH DIV FD | P | 2016-07-12 | 2018-06-19 | $773 | $657 | $116 | $116 |
| ENLINK MIDSTREAM PARTNERS LP | P | 2015-12-23 | 2018-06-19 | $2,963 | $2,809 | $154 | $154 |
| US TREASURY NOTE 2.25% | P | 2018-03-02 | 2018-12-19 | $144,310 | $144,968 | -$658 | -$658 |
| GOLDMAN SACHS GROUP INC 6.15% | P | 2015-11-09 | 2018-04-02 | $35,000 | $35,000 | ||
| BANK OF AMERICA CORP | P | 2017-04-19 | 2018-07-19 | $4,673 | $4,823 | -$150 | -$150 |
| AMGEN INC | P | 2017-06-12 | 2018-01-23 | $4,814 | $4,129 | $685 | $685 |
| ALPHABET INC | P | 2015-11-30 | 2018-10-23 | $13,982 | $9,232 | $4,750 | $4,750 |
| GENERAL ELECTRIC | P | 2015-11-18 | 2018-10-23 | $31,420 | $72,267 | -$40,847 | -$40,847 |
| SANOFI ADR | P | 2017-02-24 | 2018-10-23 | $9,375 | $9,295 | $80 | $80 |
| KKR & CO INC CL A | P | 2016-08-16 | 2018-07-13 | $113,755 | $64,252 | $49,503 | $49,503 |
| MAGELLAN MIDSTREAM PARTNERS LP | P | 2008-06-23 | 2018-06-19 | $6,591 | $6,369 | $222 | $222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,230 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,976 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $818,569 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,057,339 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054363 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $703,990 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,673,580 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047977 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $785,057 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,679,347 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044405 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $913,396 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,967,618 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045744 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $706,069 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,974,791 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041595 | DistributionYr5Rt |
| Total Distribution | 0.234084 | TotalDistributionRt |
| Average Distribution | 0.046817 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,265,272 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $667,857 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,517 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $670,374 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,007,975 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,517 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,517 | SubtotalAmt |
| Tax Based On Investment Income | $2,517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94,348 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $94,348 | TotalPaymentsAndCreditsAmt |
| Overpayment | $91,831 | OverpaymentAmt |
| Applied To ES Tax | $91,831 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | BUDD LITOWITZ | IndividualWithBooksNm |
| Phone | 3055525775 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11401 SW 40 STREET 370 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| BUDD LITOWITZ | ||||||||
| 11401 SW 40 ST | MIAMI | FL | 33165 | PRES./TREAS. | 4.00 | $38,400 | $0 | $0 |
| SUSAN LITOWITZ | ||||||||
| 11401 SW 40 ST | MIAMI | FL | 33165 | VP | 4.00 | $2,400 | $0 | $0 |
| ARTHUR LITOWITZ | ||||||||
| 11401 SW 40 ST | MIAMI | FL | 33165 | SECRETARY | 4.00 | $2,400 | $0 | $0 |
| DONNA LITOWITZ | ||||||||
| 11401 SW 40 ST | MIAMI | FL | 33165 | DIRECTOR | 4.00 | $2,400 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,390,434 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $92,076 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,482,510 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,482,510 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $217,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,265,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $713,264 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $713,264 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,517 | TotalTaxAmt |
| Distributable Before Adj | $710,747 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $710,747 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $710,747 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,007,975 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,007,975 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,517 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,005,458 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $710,747 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $637,801 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,007,975 | QualifyingDistributionsAmt |
| Applied To Year1 | $637,801 | AppliedToYear1Amt |
| Applied To Current Year | $370,174 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $340,573 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL SATO RESCUE INC | |||||||
| 313 SUMMER STREET | SOMERVILE | MA | 02143 | NONE | EXEMPT | ANIMAL WELFARE | $5,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADO | |||||||
| 352 SEVENTH AVENUE 400 | NEW YORK | NY | 10001 | NONE | EXEMPT | HEALTH | $50,000 |
| AMERICAN UNIV | |||||||
| 4400 MASSACHUSETTS AVE | WASHINGTON | DC | 20016 | NONE | EXEMPT | EDUCATION | $100,000 |
| BLUE RIDGE MOUNTAINS HEALTH PROJECT | |||||||
| PO BOX 451 | CASHIERS | NC | 28717 | NONE | EXEMPT | HEALTH | $2,500 |
| BOYS GIRLS CLUB OF THE PLATEU | |||||||
| 42 COMM PLACE BOX 1812 | CASHIERS | NC | 28717 | NONE | EXEMPT | CHILDREN WELFARE | $4,500 |
| BRINGING MUSIC TO LIFE | |||||||
| 2390 S FILLMORE ST | DENVER | CO | 80210 | NONE | EXEMPT | SUPPORT FOR ARTS | $2,500 |
| CHABAD AT FIU | |||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | NONE | EXEMPT | EDUCATION AND THE ARTS | $5,000 |
| CORNELL UNIVERSITY | |||||||
| P O BOX 516 | ITHACA | NY | 14851 | NONE | EXEMPT | EDUCATION | $10,000 |
| DANFORTH MUSEUM OF ART | |||||||
| 123 UNION AVENUE | FRAMINGHAM | MA | 017028291 | NONE | EXEMPT | EDUCATION AND THE ARTS | $35,000 |
| DAVE AND MARY JEWISH COMMUNITY CENT | |||||||
| 11155 SW 112 AVE | MIAMI | FL | 33176 | NONE | EXEMPT | CHILDREN AND ADULT WELFARE | $2,500 |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | EXEMPT | PHILANTROPIC SUPPORT | $300 |
| FAIRCHILD TROPICAL GARDENS | |||||||
| 10901 OLD CUTLER RD | MIAMI | FL | 33156 | NONE | EXEMPT | SUPPORT BOTANICAL GARDENS | $750 |
| FAIRWARNING | |||||||
| 13535 FEATHER SOUND DR | CLEARWATER | FL | 33762 | NONE | EXEMPT | HEALTH | $2,500 |
| FRIENDS OF IDF | |||||||
| 350 FIFTH AVENUE 2011 | NEW YORK | NY | 10118 | NONE | EXEMPT | SUPPORT RELIGIOUS FREEDOM | $227,000 |
| GOODNOW LIBRARY | |||||||
| 21 CONCORD ROAD | SUDBURY | MA | 01776 | NONE | EXEMPT | EDUCATION | $5,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | EXEMPT | EDUCATION | $5,000 |
| HUMANE SOCIETY OF US | |||||||
| 1255 23RD STNW SUITE 450 | WASHINGTON | DC | 20037 | NONE | EXEMPT | ANIMAL WELFARE | $5,000 |
| INDIAM HILL MUSIC SCHOOL COMM | |||||||
| 36 KING ST | LITTLETON | MA | 01460 | NONE | EXEMPT | SUPPORT FOR ARTS | $5,000 |
| INDIAN RIVER INSTITUTE FOR CR ARTS | |||||||
| 1125 N DIXIE FWY | SMYRNA BEACH | FL | 32168 | NONE | EXEMPT | SUPPORT FOR ARTS | $2,500 |
| IN HUMANITY'S FOOTSTEPS | |||||||
| PO BOX 267222 | MIAMI | FL | 33326 | NONE | EXEMPT | EDUCATION | $50,000 |
| INSIGHT MEDITATION CENTER OF THE MP | |||||||
| 108 BRICH ST | REDWOOD CITY | CA | 94062 | NONE | EXEMPT | HEALTH | $2,500 |
| KEY CLUBHOUSE OF S FLORIDA INC | |||||||
| 1400 NW 54TH ST 102 | MIAMI | FL | 33142 | NONE | EXEMP | HEALTH | $5,000 |
| LEAGUE AGAINST CANCER | |||||||
| 2180 SW 12TH AVENUE | MIAMI | FL | 33129 | NONE | EXEMPT | HEALTH AND EDUCATION | $1,000 |
| LEUKEMIA LYMPHOMA SOCIETY | |||||||
| RYE TOWN | NY | NY | 10573 | NONE | EXEMPT | HEALTH | $1,500 |
| LITTLE SMILES INC | |||||||
| 1325 N CONGRESS AVE 205 | WEST PALM BEACH | FL | 33401 | NONE | EXEMPT | CHILDREN WELFARE | $200 |
| MARINE DISCOVERY CENTER | |||||||
| 520 BARRACUDA BLVD | NEW SMYRNA BEACH | FL | 32169 | NONE | EXEMPT | ENVIRONMENTAL PROTECTION | $10,000 |
| MASS VEST-A-DOG INC | |||||||
| P O BOX 48 | WALPOLE | MA | 02081 | NONE | EXEMPT | ANIMAL WELFARE | $2,000 |
| MERRIMACK REPERTORY THEATRE | |||||||
| PO BOX 228 | LOWELL | MA | 01852 | NONE | EXEMPT | SUPPORT FOR ARTS | $5,000 |
| MIAMI CITY BALLET INC | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | NONE | EXEMPT | SUPPORT FOR ARTS | $25,000 |
| MSPCA | |||||||
| 350 SOUTH HUNTINGTON AVEN | BOSTON | MA | 02130 | NONE | EXEMPT | ANIMAL WELFARE | $2,000 |
| NATL EDUCATION FOR ASSIST | |||||||
| P O BOX 213 | WEST BOYLSTON | MA | 01583 | NONE | EXEMPT | ASSIST DISABLED PERSONS | $3,000 |
| NEW ENGLAND WILDFLOWER | |||||||
| 300 MASS AV | BOSTON | MA | 02115 | NONE | EXEMPT | NATURE'S PRESERVATION | $120,000 |
| RIVERSIDE PARK CONSERVANCY | |||||||
| 475 RIVERSIDE DR STE 455 | NEW YORK | NY | 10115 | NONE | EXEMPT | NATURE'S PRESERVATION | $50,000 |
| RODALE INSTITUTE | |||||||
| 611 SIEGFRIEDALE RD | KUTZTOWN | PA | 19530 | NONE | EXEMPT | ORGANIC AGRICULTURAL RESEARCH | $5,000 |
| SAVE A DOG INC | |||||||
| 604 BOSTON PARK ROAD | SUDBURY | MA | 01776 | NONE | EXEMPT | ANIMAL WELFARE | $40,000 |
| SUDBURY VALLEY TRUSTEES INC | |||||||
| 18 WOLBACH ROAD | SUDBURY | MA | 01776 | NONE | EXEMPT | ENVIRONMENTAL PROTECTION | $10,000 |
| THEATRE FOR NEW AUDIENCE | |||||||
| 262 ASHLAND PI | BROOKLYN | NY | 11217 | NONE | EXEMPT | SUPPORT FOR ARTS | $5,000 |
| THE BUDDY DOG HUMANE SOCIETY | |||||||
| PO BOX 296 | SUDBURY | MA | 01776 | NONE | EXEMPT | SUPPORT ANIMAL RIGHTS | $2,000 |
| THE CENTER FOR ARTS IN NATICK INC | |||||||
| 14 SUMMER ST | NATICK | MA | 01760 | NONE | EXEMPT | SUPPORT FOR ARTS | $1,000 |
| UNIVOF ILLINOIS COLLG OF DENTISTRY | |||||||
| 801 SOUTH PAULINA STREET | CHICAGO | IL | 60612 | NONE | EXEMPT | EDUCATION | $80,000 |
| WAYSIDE INN HISTORIC SITE | |||||||
| 72 WAYSIDE INN RD | SUDBURRY | MA | 01776 | NONE | EXEMPT | SUPPORT HISTORICAL SITE | $5,000 |
| WDCS INC | |||||||
| 7 NELSON STREET | PLYMOUTH | MA | 02360 | NONE | EXEMPT | PROTECTION OF WHALES & DOLPHINS | $30,000 |
| WLRN | |||||||
| 172 NE 15 ST | MIAMI | FL | 33132 | NONE | EXEMPT | PUBLIC RADIO & TV | $25,000 |
| WMFE INC | |||||||
| 11510 E COLONIAL DR | ORLANDO | FL | 32817 | NONE | EXEMPT | PUBLIC RADIO & TV | $10,000 |
| FROM K-1 PASSTHROUGHS | |||||||
| VARIOUS | MIAMI | FL | 33131 | NONE | EXEMPT | VARIOUS | $47 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $960,297 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $382,013 | ExclusionAmt |
| Related Or Exempt Function Incm | $25 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,638 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,230 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (16 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ENERGY TRANSFER LP | 14 | -$20,304 |
| PLAINS ALL AMERICAN PIPELIN | 14 | $33,035 |
| ENTERPRISE PRODUCTS PARTNER | 14 | -$12,958 |
| BUCKEYE PARTNERS, L.P. | 14 | $10,794 |
| TC PIPELINES, L.P. | 14 | $16,477 |
| ENLINK MIDSTREAM PARTNERS, | 14 | -$9,824 |
| EQT MIDSTREAM PARTNERS, LP | 14 | $16,262 |
| GENESIS ENERGY, LP | 14 | -$22,308 |
| MAGELLAN MIDSTREAM PARTNERS | 14 | $1,183 |
| KKR & CO. LP | 14 | $152 |
| DOMINION ENERGY MIDSTREAM P | 14 | $1,311 |
| MPLX LP | 14 | -$11,602 |
| ANDEAVOR LOGISTICS, LP | 14 | -$14,123 |
| WESTERN GAS PARTNERS, LP | 14 | -$7,715 |
| ENERGY PARTNERS OPERATING L | 14 | -$8,627 |
| SEC1231 NET GAIN/LOSS FR K- | 14 | -$133 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $373,501 | ExclusionAmt |
| Related Or Exempt Function Incm | $25 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $373,526 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | SUSAN A LITOWITZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 CONCORD ROAD | AddressLine1Txt |
| City | SUDBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017762341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $34,221 | Amt |
| Net Investment Income | $17,111 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,110 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (87 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY TAX FREE MONEY MARKET | ||
| AMERICAN INTL GROUP | ||
| BIOGEN INC | ||
| CELGENE CORP COM | ||
| LEUCADIA NATL CORP | ||
| PHILIP MORRIS INTL INC | ||
| SCHLUMBERGER LTD | ||
| SYNCHRONY FINL COM | ||
| ANTHEM INC | ||
| VODAFONE GROUP PLC ADR | ||
| QUALCOMM INC | ||
| WELLSFARGO & CO DEL | ||
| ALPS ALERIAN MLP ETF | ||
| MATTHEWS ASIAN GROWTH & INC FD | ||
| ROUND | ||
| MERRILL LYNCH BANK DEPOSIT PROGRAM | $2,055 | $2,055 |
| MERRILL LYNCH BANK DEPOSIT PROGRAM | $4,604 | $4,604 |
| GILEAD SCIENCES INC COM | $28,022 | $28,022 |
| ALTRIA GROUP INC | $28,844 | $28,844 |
| COLONY CAPITAL INCF/K/A NORTH STAR | $38,016 | $38,016 |
| AMGEN INC COM | $38,934 | $38,934 |
| WEYERHAUUSER CO | $40,288 | $40,288 |
| GENERAL ELECTRIC | $40,886 | $40,886 |
| KRAFT(THE) HEINZ CO. | $46,569 | $46,569 |
| CITI GROUP INC COM | $52,060 | $52,060 |
| MERRILL LYNCH BIF MONEY FUND | $52,749 | $52,749 |
| PHILLIP MORIS INTL INC | $54,076 | $54,076 |
| ABBVIE INC | $57,342 | $57,342 |
| ALTRIA GROUP INC | $58,922 | $58,922 |
| ARES CAPITAL CORP | $63,504 | $63,504 |
| SANOFI ADR | $63,726 | $63,726 |
| CENTURY LINK INC | $66,872 | $66,872 |
| ALPHABET INC CL A | $66,877 | $66,877 |
| GENL DYNAMICS CORP | $69,172 | $69,172 |
| CHINA MOBILE LTD. SPN ADR | $75,408 | $75,408 |
| MERRILL LYNCH BANK DEPOSIT PROGRAM | $76,035 | $76,035 |
| NASPERS LTD SHS CL N ADR | $76,851 | $76,851 |
| TARGA RESOURCES CORP | $78,127 | $78,127 |
| ABBOTT LABS | $79,708 | $79,708 |
| ABERDEEN GLOBAL PREMIER | $79,740 | $79,740 |
| BLACK ROCK ALLOCATION SERIES A | $80,243 | $80,243 |
| BIRXMOR PPTY GROUP INC | $81,074 | $81,074 |
| BERKSHIRE HATHAWAY INC | $82,897 | $82,897 |
| UNITED TECHS CORP | $85,610 | $85,610 |
| LOWES COMPANIES INC | $87,003 | $87,003 |
| CIT GROUP INC | $88,365 | $88,365 |
| DELTA AIRLINES INC | $90,569 | $90,569 |
| BECTON DICKINSON CO | $92,607 | $92,607 |
| COCA COLA COM | $92,617 | $92,617 |
| WELLSFARGO & CO NEW | $92,851 | $92,851 |
| WELLS FARGO & CO NEW DEL | $93,542 | $93,542 |
| GENERAL ELECTRIC | $96,101 | $96,101 |
| KENNEDY WILSON HLDGS INC | $96,755 | $96,755 |
| WAL-MART STORES INC | $100,509 | $100,509 |
| PROCTER & GAMBLE CO. | $102,307 | $102,307 |
| ANTHEM INC | $104,001 | $104,001 |
| MERRILL LYNCH BANK DEPOSIT PROGRAM | $104,571 | $104,571 |
| QUALCOMM INC | $104,657 | $104,657 |
| PEPSICO INC | $106,061 | $106,061 |
| INVESCO FTSE RAFI | $111,127 | $111,127 |
| WISDOMTREE EMERGING MARKETS | $111,577 | $111,577 |
| CENTURYLINK INC | $112,640 | $112,640 |
| KIMBERLY CLARK | $113,484 | $113,484 |
| BANK OF NEW YORK MELLON | $113,533 | $113,533 |
| PEPSICO INC | $114,789 | $114,789 |
| CISCO SYSTEMS INC | $118,768 | $118,768 |
| ORACLE CORP | $120,912 | $120,912 |
| PFIZER INC | $123,137 | $123,137 |
| ALLERGAN PLC | $130,987 | $130,987 |
| TALLGRASS ENERGY GP CL A | $136,353 | $136,353 |
| COCA COLA COM | $137,315 | $137,315 |
| APPLE INC | $139,127 | $139,127 |
| EXXON MOBIL CORP | $140,608 | $140,608 |
| JOHNSON & JOHNSON | $145,568 | $145,568 |
| TWENTY-FIRST CENTURY FOX CL B | $146,685 | $146,685 |
| PROCTER & GAMBLE CO | $147,348 | $147,348 |
| SPDR S&P 500 ETF TRUST | $150,702 | $150,702 |
| MICROSOFT CORP | $160,379 | $160,379 |
| CISCO SYSTEMS INC | $175,183 | $175,183 |
| PFIZER INC | $183,024 | $183,024 |
| FIRST TRUST NORTH AMERICA | $241,012 | $241,012 |
| MERRIL LYNCH BANK DEPOSIT PROGRAM | $474,859 | $474,859 |
| BLACK ROCK ALLOCATION SERIES M | $579,323 | $579,323 |
| CORPORATE BONDS | $1,022,307 | $1,022,307 |
| FIRST EAGLE OVERSEAS CL I | $1,388,126 | $1,388,126 |
| PIMCO INCOME FUND CL P | $1,405,840 | $1,405,840 |
| FEDERAL GOVERMENT SECURITIES | $1,614,075 | $1,614,075 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQT MIDSTREAM PARTNERS LP | FMV | ||
| PLAINS ALL AMERICAN PIPEKINE LP | FMV | ||
| TC PIPELINS LP | FMV | ||
| BUCKEYE PARTNERS LP | FMV | ||
| KKR & CO LP | FMV | ||
| WILLIAM PARTNERS LP | FMV | ||
| DOMINION ENERGY MIDSTREAM PARTNRS LP | FMV | ||
| ENLINK MIDSTREAM PARTNERS LP | FMV | $46,991 | $46,991 |
| WESTERN GAS PARTNERS LP | FMV | $59,038 | $59,038 |
| ANDEAVOR LOGISTICS LP | FMV | $75,962 | $75,962 |
| GENESIS ENERGY LP | FMV | $83,595 | $83,595 |
| MPLX LP | FMV | $89,567 | $89,567 |
| MAGELLAN MIDSTREAM HOLDINGS LP | FMV | $112,294 | $112,294 |
| ENTERPRISE PRODUCTS PARTNERS LP | FMV | $171,466 | $171,466 |
| ENERGY TRANSFER LPF/K/A EQUITY | FMV | $171,796 | $171,796 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO MARKET VALUE REQUIRED BY FASB 124 | Desc |
| Amt | $1,159,145 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| DUES AND SUBSCRIPTIONS | $1,257 | $628 | $629 |
| NONDEDUCTIBLE EXP FROM K-1'S | $278 | ||
| BANK CHARGES | $9 | $5 | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER PORTFOLIO INCOME K-1S | $3,546 | $3,546 |
| ENERGY TRANSFER LP K-1 | $2 | $2 |
| ENLINK MIDSTREAM PARTNERS, LP | $3 | $3 |
| KKR & CO. LP | $83 | $83 |
| ENERGY PARTS OPERATING LP | $4 | $4 |
| ENERGY TRANSFER LP | -$20,304 | -$20,304 |
| PLAINS ALL AMERICAN PIPELINE | $33,035 | $33,035 |
| ENTERPRISE PRODUCTS PARTNERS, | -$12,958 | -$12,958 |
| BUCKEYE PARTNERS, L.P. | $10,794 | $10,794 |
| TC PIPELINES, L.P. | $16,477 | $16,477 |
| ENLINK MIDSTREAM PARTNERS, LP | -$9,824 | -$9,824 |
| EQT MIDSTREAM PARTNERS, LP | $16,262 | $16,262 |
| GENESIS ENERGY, LP | -$22,308 | -$22,308 |
| MAGELLAN MIDSTREAM PARTNERS, | $1,183 | $1,183 |
| KKR & CO. LP | $152 | $152 |
| DOMINION ENERGY MIDSTREAM PAR | $1,311 | $1,311 |
| MPLX LP | -$11,602 | -$11,602 |
| ANDEAVOR LOGISTICS, LP | -$14,123 | -$14,123 |
| WESTERN GAS PARTNERS, LP | -$7,715 | -$7,715 |
| ENERGY PARTNERS OPERATING LP | -$8,627 | -$8,627 |
| SEC1231 NET GAIN/LOSS FR K-1S | -$133 | -$133 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $67,620 | Amt |
| Net Investment Income | $67,620 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $5,214 | $5,214 | |
| EXCISE TAX - | $2,517 | ||
| LICENSES | $61 | $31 | $30 |
| OTHER TAXES | $3,320 | $1,660 | $1,660 |
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