LITTMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LITTMAN FAMILY FOUNDATION INC (EIN 65-0631633)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-15
- IRS object ID
- 201901969349100200
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-15T06:22:06-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA A TEPLITZKY | PreparerPersonNm |
| PTIN | P00275165 | PTIN |
| Phone | 2033870852 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.220.201.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-20 | IPDt |
| IP Tm | 15:56:50 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0583C95BBB62BB444D540F2987F32FA6648BA951 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0583C95BBB62BB444D540F2987F32FA6648BA951 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $247,649 | 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 | $5,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,903 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,903 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,397 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,209 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,397 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $7,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,300 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,903 | 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 | $3,378 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,378 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $359 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $359 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,737 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,733 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,733 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,733 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,170 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,563 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,903 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,451 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,848 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,848 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $146,399 | CorporateStockBOYAmt |
| Corporate Stock EOY | $155,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $183,383 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,215 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,235 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,688 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,117 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,860 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,730 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $235,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $247,649 | 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 SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $182,649 | UnrestrictedBOYAmt |
| Unrestricted EOY | $170,110 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $182,649 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $170,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $235,182 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $222,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $182,649 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,170 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $170,479 | SubtotalAmt |
| Other Decreases | $369 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $170,110 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AES CORP | P | 2014-09-03 | 2018-04-09 | $5,094 | $4,961 | $133 | $133 |
| ABERDEEN ASIA PACIFIC | P | 2015-06-22 | 2018-07-31 | $4,295 | $4,559 | -$264 | -$264 |
| EXPRESS SCRIPTS HLDG CO | P | 2014-07-28 | 2018-10-25 | $4,752 | $3,292 | $1,460 | $1,460 |
| CAPITAL GAINS DIVIDENDS | P | $68 | $68 | $68 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,397 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,239 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $270,288 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063780 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,154 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $260,067 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062115 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,361 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $264,097 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077097 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,746 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $272,355 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057814 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,456 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $318,373 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061111 | DistributionYr5Rt |
| Total Distribution | 0.321917 | TotalDistributionRt |
| Average Distribution | 0.064383 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $276,733 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,817 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $36 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,853 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,733 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $71 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $28 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $43 | 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 | $15,733 | 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 | $20,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $260,567 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $280,947 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $280,947 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $276,733 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,837 | 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 | $15,733 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,733 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,733 | 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 | $5,903 | CurrentYearAmt |
| Year1 | $7,164 | Year1Amt |
| Year2 | $13,003 | Year2Amt |
| Year3 | $5,534 | Year3Amt |
| Total | $31,604 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,018 | CurrentYearAmt |
| Year1 | $6,089 | Year1Amt |
| Year2 | $11,053 | Year2Amt |
| Year3 | $4,704 | Year3Amt |
| Total | $26,863 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,733 | CurrentYearAmt |
| Year1 | $17,239 | Year1Amt |
| Year2 | $16,154 | Year2Amt |
| Year3 | $20,375 | Year3Amt |
| Total | $69,501 | 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 | $15,733 | CurrentYearAmt |
| Year1 | $17,239 | Year1Amt |
| Year2 | $16,154 | Year2Amt |
| Year3 | $20,375 | Year3Amt |
| Total | $69,501 | 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 | $9,225 | CurrentYearAmt |
| Year1 | $9,009 | Year1Amt |
| Year2 | $8,669 | Year2Amt |
| Year3 | $8,803 | Year3Amt |
| Total | $35,706 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BETHLEHEM LAND TRUST | ||||||
| PO BOX 322 | BETHLEHEM | CT | 06751 | NONPRIVATE | CHARITABLE | $430 |
| CANCER CARE | ||||||
| 275 SEVENTH AVE | NEW YORK | NY | 10001 | NONPRIVATE | CHARITABLE | $50 |
| GREENWOODS COUNSELING | ||||||
| 25 SOUTH ST | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $1,100 |
| KENTPRESENTS | ||||||
| 1 MACEDONIA RD | KENT | CT | 06757 | NONPRIVATE | CHARITABLE | $2,500 |
| SISTERHOOD B'NAI ISRAEL | ||||||
| PO BOX 350 | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $36 |
| UPWARDLY GLOBAL | ||||||
| 505 8TH AVE SUITE 1100 | NEW YORK | NY | 10018 | NONPRIVATE | CHARITABLECHARITABLE | $500 |
| B'NAI ISRAEL | ||||||
| PO BOX 350 | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $2,125 |
| WELLSPRING | ||||||
| 21 ARCH BRIDGE RD | BETHLEHEM | CT | 06751 | NONPRIVATE | CHARITABLE | $190 |
| CONNECTICUT COLLEGE | ||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONPRIVATE | CHARITABLE | $100 |
| CONNECTICUT COMMUNITY FOUNDATION | ||||||
| 43 FIELD ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE;LISTTOTAL 575;LISTTOTAL 0 | $500 |
| CONNECTICUT JUNIOR REPUBLIC | ||||||
| PO BOX 161 | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $1,000 |
| GAYLORD HOSPITAL | ||||||
| 50 GAYLORD FARM RD | WALLINGFORD | CT | 06492 | NONPRIVATE | CHARITABLE | $2,500 |
| JEWISH FEDERATION OF WESTERN CONNECTICUT | ||||||
| 444 MAIN ST NORTH | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $1,000 |
| MATTATUCK MUSEUM | ||||||
| 144 W MAIN ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE | $500 |
| OLIVER WOLCOTT LIBRARY | ||||||
| 160 SOUTH ST | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $910 |
| SUSAN B ANTHONY PROJECT | ||||||
| 79 WATER ST 1 | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $100 |
| TEMPLE SINAI | ||||||
| 18801 NE 22 AVENUE | NORTH MIAMI | FL | 33180 | NONPRIVATE | CHARITABLE | $50 |
| UNITED WAY OF GREATER WATERBURY | ||||||
| 60 N MAIN ST 3 | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE | $1,000 |
| WATERBURY SYMPHONY ORCHESTRA | ||||||
| 110 BANK ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE | $1,142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,733 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,903 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,397 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,300 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,300 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GMAC | $5,197 | $5,538 |
| NRG ENERGY INC | $10,038 | $10,150 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AES CORP | $5,630 | $7,230 |
| ALFA LAVAL AB SWEDEN ADR | $3,702 | $4,300 |
| APPLE INC | $4,913 | $7,887 |
| BANK NEW YORK MELLON | $3,371 | $4,707 |
| COMCAST CORP CL A NEW | $6,493 | $8,853 |
| EATON CORP PLC | $8,802 | $9,612 |
| GENERAL ELECTEIC | $7,610 | $2,271 |
| ALPHABET/GOOGLE INC | $5,354 | $10,356 |
| IBM CORP | $15,338 | $10,230 |
| MASTERCARD INC CL A | $7,690 | $18,865 |
| PHILLIPS 66 | $7,094 | $8,615 |
| BANK AMERICA CORP | $7,795 | $12,320 |
| CELANESE CORP | $5,594 | $8,997 |
| INTREXON CORP | $4,395 | $981 |
| LOREAL COMPANY ADR | $1,898 | $2,329 |
| MERCK & COMPANY | $11,760 | $15,282 |
| PAYPAL HOLDINGS | $3,661 | $8,409 |
| PFIZER INC | $1,582 | $2,183 |
| PROLOGIS INC | $3,954 | $5,872 |
| TIDEWATER INC | $3,554 | $2,076 |
| AMAZON.COM INC | $2,430 | $7,510 |
| BRISTOL MYERS SQUIBB COMPANY | $4,949 | $5,198 |
| FACEBOOK INC CL A | $4,661 | $3,933 |
| TESLA MOTORS INC | $1,102 | $1,664 |
| TEVA PHARMACEUTICALS INDS LTD ADR | $5,136 | $1,542 |
| VIACOM INC CL B NEW | $3,976 | $2,570 |
| VIACOM INC NEW CL A | $4,871 | $2,781 |
| ALIGN TECHNOLOGY INC | $5,779 | $4,189 |
| SPLUNK | $2,606 | $2,621 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALPS ALERIAN MLP ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $11,860 | BookValueAmt |
| EOYFMV | $8,730 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES | $561 | $561 | $0 | $0 |
| MANAGEMENT FEES | $2,817 | $2,817 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Amt | $369 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $59 | $59 | $0 | $0 |
| SUPPLIES | $300 | $300 | $0 | $0 |
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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