LITTMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LITTMAN FAMILY FOUNDATION INC (EIN 65-0631633)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-10
- IRS object ID
- 201841919349100709
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-10T14:19:07-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-06-26 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $275,141 | 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 | $5,165 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,165 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,165 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,884 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,999 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,165 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,164 | 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 | $561 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $561 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,317 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,317 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $356 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $356 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $426 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $426 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,239 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,239 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,899 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,239 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,505 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,164 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,519 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,451 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $168,899 | CorporateStockBOYAmt |
| Corporate Stock EOY | $146,399 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $185,963 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,271 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,215 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $22,057 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,021 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,117 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,670 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $253,710 | TotalAssetsBOYAmt |
| Total Assets EOY | $235,182 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $275,141 | 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 | $201,177 | UnrestrictedBOYAmt |
| Unrestricted EOY | $182,649 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $201,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $182,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $253,710 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $235,182 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $201,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $140 | OtherIncreasesAmt |
| Subtotal | $182,649 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $182,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AQUABOUNTY TECHS INC | P | 2017-01-19 | 2017-01-27 | $3 | $3 | $0 | $0 |
| AQUABOUNTY TECHS INC | P | 2017-01-19 | 2017-03-07 | $28 | $25 | $3 | $3 |
| NAVIENT CORP | P | 2016-08-10 | 2017-01-19 | $6,283 | $5,440 | $843 | $843 |
| SCRIPPS NTWKS INTERACTIV | P | 2016-06-13 | 2017-01-05 | $7,426 | $6,293 | $1,133 | $1,133 |
| TIDEWATER INC | P | 2017-08-01 | 2017-08-01 | $20 | $20 | $20 | |
| DUKE CAP CORP | P | 2003-03-06 | 2017-09-08 | $5,654 | $5,030 | $624 | $624 |
| GILEAD SCIENCES INC | P | 2014-10-15 | 2017-05-16 | $3,280 | $4,828 | -$1,548 | -$1,548 |
| NAVIENT CORP | P | 2014-12-30 | 2017-01-19 | $3,142 | $4,391 | -$1,249 | -$1,249 |
| NAVIENT CORP | P | 2015-03-02 | 2017-01-19 | $1,365 | $1,696 | -$331 | -$331 |
| NAVIENT CORP | P | 2015-03-03 | 2017-01-19 | $204 | $252 | -$48 | -$48 |
| NAVIENT CORP | P | 2015-06-22 | 2017-01-19 | $1,571 | $1,910 | -$339 | -$339 |
| TIDEWATER INC | P | 2016-05-31 | 2017-09-27 | $168 | $680 | -$512 | -$512 |
| TIDEWATER INC | P | 2016-08-10 | 2017-09-27 | $671 | $2,270 | -$1,599 | -$1,599 |
| CAPITAL GAINS DIVIDENDS | P | $69 | $69 | $69 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,934 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,999 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,154 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $260,067 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062115 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,361 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $264,097 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077097 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,746 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $272,355 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057814 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,456 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $318,373 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061111 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,853 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $278,714 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.114286 | DistributionYr5Rt |
| Total Distribution | 0.372423 | TotalDistributionRt |
| Average Distribution | 0.074485 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $270,288 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,132 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,147 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,239 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $46 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $46 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16 | OverpaymentAmt |
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 |
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 | $17,239 | 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 | $30,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $243,921 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $274,404 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $274,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,116 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $270,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,514 | 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 | $17,239 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,239 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,239 | 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 | $7,164 | CurrentYearAmt |
| Year1 | $13,003 | Year1Amt |
| Year2 | $5,534 | Year2Amt |
| Year3 | $1,978 | Year3Amt |
| Total | $27,679 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,089 | CurrentYearAmt |
| Year1 | $11,053 | Year1Amt |
| Year2 | $4,704 | Year2Amt |
| Year3 | $1,681 | Year3Amt |
| Total | $23,527 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,239 | CurrentYearAmt |
| Year1 | $16,154 | Year1Amt |
| Year2 | $20,375 | Year2Amt |
| Year3 | $15,746 | Year3Amt |
| Total | $69,514 | 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 | $17,239 | CurrentYearAmt |
| Year1 | $16,154 | Year1Amt |
| Year2 | $20,375 | Year2Amt |
| Year3 | $15,746 | Year3Amt |
| Total | $69,514 | 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 | $9,009 | CurrentYearAmt |
| Year1 | $8,669 | Year1Amt |
| Year2 | $8,803 | Year2Amt |
| Year3 | $9,079 | Year3Amt |
| Total | $35,560 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHASE COLLEGIATE SCHOOL | ||||||
| 565 CHASE PARKWAY | WATERBURY | CT | 06708 | NONPRIVATE | CHARITABLE | $125 |
| ANTI DEFIMATION LEAGUE | ||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | NONPRIVATE | CHARITABLECHARITABLE | $300 |
| B'NAI ISRAEL | ||||||
| PO BOX 350 | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $2,860 |
| CONNECTICUT COLLEGE | ||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONPRIVATE | CHARITABLE | $150 |
| EASTERN STAR | ||||||
| 1618 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | NONPRIVATE | CHARITABLE | $150 |
| CHANNEL 13 WNET | ||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | NONPRIVATE | CHARITABLE | $500 |
| GAYLORD HOSPITAL | ||||||
| 50 GAYLORD FARM RD | WALLINGFORD | CT | 06492 | NONPRIVATE | CHARITABLE | $1,200 |
| CONNECTICUT COMMUNITY FOUNDATION | ||||||
| 43 FIELD ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE;LISTTOTAL 575 | $600 |
| CONNECTICUT JUNIOR REPUBLIC | ||||||
| PO BOX 161 | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $600 |
| GWCJL | ||||||
| 124 NEW MILFORD TPKE | NEW PRESTON | CT | 06777 | NONPRIVATE | CHARITABLE | $400 |
| HOLOCAUST MUSEUM | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONPRIVATE | CHARITABLE | $150 |
| JEWISH FEDERATION OF WESTERN CONNECTICUT | ||||||
| 444 MAIN ST NORTH | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $2,000 |
| JEWISH FEDERATION OF RIGHTEOUS | ||||||
| 305 7TH AVE 1900 | NEW YORK | NY | 10001 | NONPRIVATE | CHARITABLE | $300 |
| LITCHFIELD COMMUNITY CENTER | ||||||
| 421 BANTAM RD | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $85 |
| LIVINGSTON RIPLY WATERFOWL CONSERVATORY | ||||||
| 55 DUCK POND RD | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $250 |
| MATTATUCK MUSEUM | ||||||
| 144 W MAIN ST | WATERBURY | CT | 06702 | NONPRIVATE | CHARITABLE;LISTTOTAL 800 | $603 |
| SYLVESTER COMPREHENSIVE CANCER CENTER | ||||||
| 1475 NW 12TH AVE | MIAMI | FL | 33136 | NONPRIVATE | CHARITABLE | $200 |
| OLIVER WOLCOTT LIBRARY | ||||||
| 160 SOUTH ST | LITCHFIELD | CT | 06759 | NONPRIVATE | CHARITABLE | $591 |
| PLANNED PARENTHOOD | ||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | NONPRIVATE | CHARITABLE | $500 |
| SOUTHBURY FOOD BANK | ||||||
| PO BOX 68 | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $1,000 |
| SOUTHBURY AMBULANCE ASSOCIATION | ||||||
| 68 GEORGES HILL RD | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $100 |
| SOUTHBURY NEEDY FUND | ||||||
| PO BOX 73 | SOUTHBURY | CT | 06488 | NONPRIVATE | CHARITABLE | $100 |
| POMPERAUG RIVER WATERSHED | ||||||
| 39 SHERMAN HILL RD | WOODBURY | CT | 06798 | NONPRIVATE | CHARITABLE | $75 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| PO BOX 548 | MONTGOMERY | AL | 36177 | NONPRIVATE | CHARITABLE | $1,200 |
| SUSAN B ANTHONY PROJECT | ||||||
| 79 WATER ST 1 | TORRINGTON | CT | 06790 | NONPRIVATE | CHARITABLE | $150 |
| TEMPLE SINAI | ||||||
| 18801 NE 22 AVENUE | NORTH MIAMI | FL | 33180 | NONPRIVATE | CHARITABLE | $300 |
| THE TAFT SCHOOL | ||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | NONPRIVATE | CHARITABLE | $500 |
| 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 | $1,000 |
| USA FOR UNHCR | ||||||
| 1775 K ST NW 580 | WASHINGTON | DC | 05091 | NONPRIVATE | CHARITABLE | $50 |
| YIDDISH BOOK CENTER | ||||||
| 1021 WEST ST | AMHERST | MA | 01002 | NONPRIVATE | CHARITABLE | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,239 | 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 | $5,165 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,934 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,231 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,231 | 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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GMAC | $5,206 | $6,488 |
| AES CORP | $4,961 | $5,094 |
| NRG ENERGY INC | $10,048 | $10,475 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AES CORP | $5,630 | $5,415 |
| ALFA LAVAL AB SWEDEN ADR | $3,702 | $4,718 |
| APPLE INC | $4,913 | $8,462 |
| BANK NEW YORK MELLON | $3,371 | $5,386 |
| COMCAST CORP CL A NEW | $6,493 | $10,413 |
| EATON CORP PLC | $9,138 | $11,061 |
| EXPRESS SCRIPTS HLDG CO | $3,292 | $3,732 |
| GENERAL ELECTEIC | $7,610 | $5,235 |
| ALPHABET/GOOGLE INC | $5,254 | $10,464 |
| IBM CORP | $15,338 | $13,808 |
| MASTERCARD INC CL A | $7,690 | $15,136 |
| PHILLIPS 66 | $7,094 | $10,115 |
| BANK AMERICA CORP | $7,795 | $14,760 |
| CELANESE CORP | $5,594 | $10,708 |
| INTREXON CORP | $4,395 | $1,728 |
| LOREAL COMPANY ADR | $1,102 | $1,506 |
| MERCK & COMPANY | $11,760 | $11,254 |
| PAYPAL HOLDINGS | $3,661 | $7,362 |
| PFIZER INC | $1,582 | $1,811 |
| PROLOGIS INC | $3,954 | $6,451 |
| TIDEWATER INC | $3,554 | $2,675 |
| AMAZON.COM INC | $2,430 | $5,847 |
| BRISTOL MYERS SQUIBB COMPANY | $4,949 | $6,128 |
| FACEBOOK INC CL A | $1,013 | $1,765 |
| TESLA MOTORS INC | $1,102 | $1,557 |
| TEVA PHARMACEUTICALS INDS LTD ADR | $5,136 | $1,895 |
| VIACOM INC CL B NEW | $3,976 | $3,081 |
| VIACOM INC NEW CL A | $4,871 | $3,490 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABERDEEN ASIA PACIFIC INCOME FUND | AT COST | $4,837 | $4,880 |
| ALPS ALERIAN MLP ETF | AT COST | $12,280 | $10,790 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $561 | LegalFeesAmt |
| Net Investment Income | $561 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $26 | $26 | $0 | $0 |
| SUPPLIES | $400 | $400 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Amt | $140 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN PAYABLE | Desc |
| BOY Book Value | $52,533 | BOYBookValueAmt |
| EOY Book Value | $52,533 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $2,317 | Amt |
| Net Investment Income | $2,317 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES- OTHER | CategoryTxt |
| Amt | $356 | Amt |
| Net Investment Income | $356 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments