THE WILLIAM AND HELEN LITTLE FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAM AND HELEN LITTLE FAMILY FOUNDATION (EIN 13-4199578)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349101234
- Schema version
- 2016v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T13:59:34-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134199578 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM & HELEN LITTLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM E LITTLE JR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILLIAM E LITTLE JR | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2123485613 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 5TH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101280145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM E LITTLE JR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2125366833 | PhoneNum |
| Signature | 2017-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | E G TEIXEIRA | PreparerPersonNm |
| PTIN | P00173894 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2017-11-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.221.150.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13087820173195000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D877F84B5BF4DA80AB5DD93445DC3428B3E4EB85 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 83E03B05FC48E4FBA8182FD56FF36C046B2C8CF6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $428,856 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $269,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,982 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,226 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $129 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,551 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,129 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,551 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,129 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$122,298 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,789 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,853 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $246,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $202,451 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $198,554 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $242,506 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $176,225 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $216,449 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $483 | OtherAssetsBOYAmt |
| Other Assets EOY | $382 | OtherAssetsEOYAmt |
| Total Assets BOY | $515,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $392,911 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $428,856 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $515,209 | RetainedEarningBOYAmt |
| Retained Earning EOY | $392,911 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $515,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $392,911 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $515,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $392,911 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $515,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$122,298 | ExcessRevenueOverExpensesAmt |
| Subtotal | $392,911 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $392,911 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2016-01-01 | 2016-12-31 | $124,887 | $136,621 | -$11,545 | -$11,734 |
| PUBLICLY TRADED SECURITIES | P | 2016-01-01 | 2016-12-31 | $1,182 | $1,180 | $2 | $2 |
| PUBLICLY TRADED SECURITIES | P | 2015-01-01 | 2016-12-31 | $77,715 | $77,191 | $524 | $524 |
| PUBLICLY TRADED SECURITIES | P | 2015-01-01 | 2016-12-31 | $65,297 | $56,683 | $8,614 | $8,614 |
| CAPITAL GAIN DIVIDENDS | P | $576 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,829 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,993 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $583,294 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.118282 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,273 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $658,829 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100592 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73,150 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $684,448 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.106874 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $683,725 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051336 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $46,426 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $681,278 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068145 | DistributionYr5Rt |
| Total Distribution | 0.445229 | TotalDistributionRt |
| Average Distribution | 0.089046 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $457,528 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,741 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $40,741 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $106,100 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 | NY | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM E LITTLE JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123485613 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 5TH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101280145 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| HELEN LITTLE | ||||||||
| 1107 5TH AVENUE | NEW YORK | NY | 10128 | PRESIDENT | 2.5 | $0 | $0 | $0 |
| WILLIAM LITTLE | ||||||||
| 1107 5TH AVENUE | new york | NY | 10128 | TREASURER | 2.5 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $435,330 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,165 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $464,495 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $464,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $457,528 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,876 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $22,876 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,876 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,876 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $106,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $106,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,876 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,352 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,122 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,928 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,986 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,042 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $130,430 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $22,876 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,224 | RemainingDistriFromCorpusAmt |
| Total Corpus | $213,654 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,352 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $199,302 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,122 | ExcessFromYear4Amt |
| Excess From Year3 | $38,928 | ExcessFromYear3Amt |
| Excess From Year2 | $33,986 | ExcessFromYear2Amt |
| Excess From Year1 | $42,042 | ExcessFromYear1Amt |
| Excess From Current Year | $83,224 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM AND HELEN LITTLE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SHEN WEI DANCE ARTS INC | |||||||
| 165 WEST 86TH STREET - 1100 | NEW YORK | NY | 10024 | NONE | PC | Unrestricted Grant for Donee's Exempt Purpose | $5,000 |
| Metropolitan Opera Association Inc | |||||||
| 30 Lincoln Center | New York | NY | 10023 | None | PC | Unrestricted Grant for Donee's Exempt Purpose | $50,000 |
| AMERICAN FRIENDS OF LES ARTS FLORISSANTS INC | |||||||
| 15 WEST 70TH STREET | NEW YORK | NY | 10023 | NONE | PC | Unrestructed Grants for Donee;s Exempt Purpose | $15,000 |
| JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | Unrestructed Grants for Donee;s Exempt Purpose | $5,000 |
| WORKS & PROCESS AT THE GUGGENHEIM | |||||||
| 708 THIRD AVENUE 1005 | NEW YORK | NY | 10017 | NONE | PC | Unrestructed Grants for Donee;s Exempt Purpose | $1,000 |
| AMERICAN FRIENDS OF THE SHANGHI MUSEUM INC | |||||||
| C/O P TANG 1115 FIFTH AVE | NEW YORK | NY | 10128 | NONE | PC | Unrestructed Grants for Donee;s Exempt Purpose | $1,000 |
| NY PUBLIC RADIO WQXR | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | Unrestructed Grants for Donee;s Exempt Purpose | $2,000 |
| COLUMBIA UNIVERSITY | |||||||
| 615 WEST 131ST STREET MC 8741 | NEW YORK | NY | 100277922 | NONE | PC | Unrestructed Grants for Donee;s Exempt Purpose | $1,000 |
| SMITHSONIAN INSTITUTION | |||||||
| 1000 JEFFERSON DRIVE SW | WASHINGTON | DC | 20560 | NONE | PC | Unrestructed Grants for Donee;s Exempt Purpose | $5,000 |
| ASIA SOCIETY | |||||||
| 725 PARK AVE | NEW YORK | NY | 10021 | NONE | PC | Unrestructed Grants for Donee;s Exempt Purpose | $20,000 |
| LEIMAY (CAVE ORGANIZATION INC) | |||||||
| 58 GRAND STREET | BROOKLYN | NY | 11249 | NONE | Unrestructed Grants for Donee;s Exempt Purpose | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,153 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,153 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,225 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED STATEMENT A | BondNm |
| EOY Book Value | $176,225 | EOYBookValueAmt |
| EOYFMV | $216,449 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENT A | StockNm |
| EOY Book Value | $202,451 | EOYBookValueAmt |
| EOYFMV | $198,554 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO/FROM BROKER | Desc |
| BOY Book Value | $483 | BOYBookValueAmt |
| EOY Book Value | $382 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEES | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $20,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $129 | $129 |
| FEDERAL EXCISE TAX | $1,097 |
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