THE LATTIMER FAMILY FUND INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE LATTIMER FAMILY FUND INC (EIN 13-6197775)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-07
IRS object ID
201923119349101412
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-07T13:28:31-08:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222249462PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONNOLLY SWITAJ FOGLER & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12137 ROUTE 35 SUITE 360AddressLine1Txt
CityHOLMDELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07733ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136197775EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LATTIMER FAMILY FUND INCBusinessNameLine1Txt
Business Name Line2C0 EVAN LATTIMERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLATTBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line156 BEECH ROADAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEVAN LATTIMERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN J CONNOLLYPreparerPersonNm
PTINP00371058PTIN
Phone7327392020PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,623FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$3OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,003TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,467ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,467ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,470TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$500TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,967TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,470ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$29,733SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,263SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,623SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$29,733TotalAssetsBOYAmt
Total Assets EOY$17,263TotalAssetsEOYAmt
Total Assets EOYFMV$17,623TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$29,733RetainedEarningBOYAmt
Retained Earning EOY$17,263RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$29,733TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,263TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,733TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,263TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,733TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,470ExcessRevenueOverExpensesAmt
Subtotal$17,263SubtotalAmt
Tot Net Ast Or Fund Balances EOY$17,263TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,654NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.01976DistributionYr1Rt
Adjusted Qlfy Distri Yr2$250AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$13,194NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.01895DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,250AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$36,492NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.41790DistributionYr3Rt
Adjusted Qlfy Distri Yr4$250AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$29,008NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.00862DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,275AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$32,089NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.07090DistributionYr5Rt
Total Distribution0.536120TotalDistributionRt
Average Distribution0.107224AverageDistributionRt
Net Vl Noncharitable Assets$28,210NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,025AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$3,025AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,967QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EVAN LATTIMERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7327392020PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line156 BEECH ROADAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonEVAN LATTIMERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line156 BEECH ROADAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,640AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,640TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$28,640AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$430CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,210NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,411MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,411MinimumInvestmentReturnAmt
Distributable Before Adj$1,411DistributableBeforeAdjAmt
Distributable Before Ded$1,411DistributableBeforeDedAmt
Distributable As Adjusted$1,411DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,967ExpensesAndContributionsAmt
Qualifying Distributions$11,967QualifyingDistributionsAmt
Adjusted Qualifying Distri$11,967AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,411DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$12,103ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$12,103TotalExcessDistributionCyovAmt
Qualifying Distributions$11,967QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,411AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,556RemainingDistriFromCorpusAmt
Total Corpus$22,659TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$22,659ExcessDistriCyovToNextYrAmt
Excess From Year3$12,103ExcessFromYear3Amt
Excess From Current Year$10,556ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HUBBARDSTON HISTORICAL SOCIETY
PO BOX 183HUBBARDSTONMI48845NONECHARITABLE$2,000
THE PETFINDER FOUNDATION
4729 EAST SUNRISE DRIVE 119TUCSONAZ85718NONECHARITABLE$1,000
PLANNED PARENTHOOD
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038NONECHARITABLE$1,000
THE PARKINSON'S FOUNDATION
1359 BROADWAY STE 1509NEW YORKNY10018NONECHARITABLE$7,467
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,467TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,000Amt
Net Investment Income$500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$3RevenueAndExpensesPerBooksAmt

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