LITTMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LITTMAN FAMILY FOUNDATION INC (EIN 65-0631633)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201641339349100104
Schema version
2015v2.1
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)
Return2016-05-12T06:28:50-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060962537PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TEPLITZKY & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BRADLEY ROAD BUILDING 600AddressLine1Txt
CityWOODBRIDGECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06525ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650631633EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LITTMAN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLITTBusinessNameControlTxt
Phone2032667824PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 FLANDERS RDAddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06751ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUTH LITTMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2032642476PhoneNum
Signature2016-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSHUA A TEPLITZKYPreparerPersonNm
PTINP00275165PTIN
Phone2033870852PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$256,328FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,248DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,248DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,248DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$856NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,091GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$856CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,285NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$5,105TotalRevAndExpnssAmt
Total Net Invst Incm$5,105TotalNetInvstIncmAmt
Total Adj Net Incm$5,534TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$750LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$750LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$325AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$325AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,327OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,327OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$309OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$309OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,711TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,711TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,375ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,375ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,086TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,711TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$20,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,981ExcessRevenueOverExpensesAmt
Net Investment Income$1,394NetInvestmentIncomeAmt
Adjusted Net Income$5,534AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$95,393SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,247SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,247SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$94,622CorporateStockBOYAmt
Corporate Stock EOY$137,482CorporateStockEOYAmt
Corporate Stock EOYFMV$133,561CorporateStockEOYFMVAmt
Corporate Bonds BOY$15,210CorporateBondsBOYAmt
Corporate Bonds EOY$25,302CorporateBondsEOYAmt
Corporate Bonds EOYFMV$24,339CorporateBondsEOYFMVAmt
Other Investments BOY$76,315OtherInvestmentsBOYAmt
Other Investments EOY$71,429OtherInvestmentsEOYAmt
Other Investments EOYFMV$81,181OtherInvestmentsEOYFMVAmt
Total Assets BOY$281,540TotalAssetsBOYAmt
Total Assets EOY$251,460TotalAssetsEOYAmt
Total Assets EOYFMV$256,328TotalAssetsEOYFMVAmt
Other Liabilities BOY$52,533OtherLiabilitiesBOYAmt
Other Liabilities EOY$52,533OtherLiabilitiesEOYAmt
Total Liabilities BOY$52,533TotalLiabilitiesBOYAmt
Total Liabilities EOY$52,533TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$229,007UnrestrictedBOYAmt
Unrestricted EOY$198,927UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$229,007TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$198,927TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$281,540TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$251,460TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$229,007TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,981ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$210,026SubtotalAmt
Other Decreases$11,099OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$198,927TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DANONE SPONSORED ADRP2014-10-162015-05-14$4,281$3,881$400$400
GOOGLE INCP2014-10-162015-05-05$15$15$0$0
TIME WARNER CABLE INCP2014-10-222015-05-26$3,572$2,723$849$849
ZIOPHARM ONCOLOGY INCP2015-06-092015-12-31$191$155$36$36
ALLY FIANCIAL INCP$2,032$2,461-$429-$429
FieldValueIRS element (for citing)
Capital Gain Net Income$856CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,285NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,746AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$272,355NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057814DistributionYr1Rt
Adjusted Qlfy Distri Yr2$19,456AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$318,373NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.061111DistributionYr2Rt
Adjusted Qlfy Distri Yr3$31,853AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$278,714NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.114286DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,436AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$284,498NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057772DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,456AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$261,582NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.062910DistributionYr5Rt
Total Distribution0.353893TotalDistributionRt
Average Distribution0.070779AverageDistributionRt
Net Vl Noncharitable Assets$264,097NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$18,693AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$14NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$18,707AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,375QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$14InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14TaxBasedOnInvestmentIncomeAmt
Backup Withholding Withheld$56BackupWithholdingWithheldAmt
Total Payments And Credits$56TotalPaymentsAndCreditsAmt
Overpayment$42OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$42RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEMILY L EISENIndividualWithBooksNm
Phone2032667824PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1310 FLANERS RDAddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06751ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RUTH W LITTMAN
303 APPLEWOODSOUTHBURYCT06488PRESIDENT1.00$0$0$0
EMILY L EISEN
310 FLANDERS RDBETHLEHEMCT06751CO-VICE PRESIDENT1.00$0$0$0
JONATHAN LITTMAN
1000 N KENILWORTHOAK PARKIL60302CO-VICE PRESIDENT1.00$0$0$0
ANDREW W EISEN
310 FLANDERS RDBETHLEHEMCT06751TREASURER1.00$0$0$0
DANIEL E LITTMAN
1000 N KENILWORTHOAK PARKIL60302SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PROVIDED VARIOUS AMOUNTS OF SUPPORT TO APPROXIMATELY 30 WORTHY CHARITABLE ORGANIZATIONSDescription1Txt
Expenses1$20,375Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$92,999AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$175,120AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$268,119TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$268,119AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,022CashDeemedCharitableAmt
Net Vl Noncharitable Assets$264,097NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,205MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,375ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,375QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$14PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$20,361AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1996-04-25PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$5,534CurrentYearAmt
Year1$1,978Year1Amt
Year2$15,919Year2Amt
Year3$13,936Year3Amt
Total$37,367TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$4,704CurrentYearAmt
Year1$1,681Year1Amt
Year2$13,531Year2Amt
Year3$11,846Year3Amt
Total$31,762TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$20,375CurrentYearAmt
Year1$15,746Year1Amt
Year2$19,456Year2Amt
Year3$32,083Year3Amt
Total$87,660TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$20,375CurrentYearAmt
Year1$15,746Year1Amt
Year2$19,456Year2Amt
Year3$32,083Year3Amt
Total$87,660TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$8,803CurrentYearAmt
Year1$9,079Year1Amt
Year2$10,613Year2Amt
Year3$9,291Year3Amt
Total$37,786TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BETHLEHEM LAND TRUST
PO BOX 322BETHLEHEMCT06751NONPRIVATECHARITABLE$310
FOUNDATION FOR RELIGIOUS FREEDOM
PO BOX 750MADISONWI53701NONPRIVATECHARITABLE$200
ACLU FOUNDATION
125 BROAD ST 18TH FLOORNEW YORKNY10004NONPRIVATECHARITABLE$500
B'NAI ISRAEL
PO BOX 350SOUTHBURYCT06488NONPRIVATECHARITABLE$3,275
CHILDRENS TUMOR FOUNDATION
95 PINE ST 16 FNEW YORKNY10005NONPRIVATECHARITABLE$750
CONNECTICUT COMMUNITY FOUNDATION
43 FIELD STWATERBURYCT06702NONPRIVATECHARITABLE$500
CONNECTICUT JUNIOR REPUBLIC
PO BOX 161LITCHFIELDCT06759NONPRIVATECHARITABLE$1,000
EAST HILL LIBRARY FUND
611 EAST HILL RDSOUTHBURYCT06488NONPRIVATECHARITABLE$250
GWCJL
124 NEW MILFORD TPKENEW PRESTONCT06777NONPRIVATECHARITABLE$500
ISRAEL PALESTINE COOPERATIVE FOR ECONOMIC DEVELOPMENT
12 BARNHILL RDWOODBURYCT06798NONPRIVATECHARITABLE$500
JEWISH FEDERATION OF NORTHWESTERN CONNECTICUT
444 MAIN ST NORTHSOUTHBURYCT06488NONPRIVATECHARITABLE$5,000
CONNECTICUT COLLEGE
270 MOHEGAN AVE PKWYNEW LONDONCT06320NONPRIVATECHARITABLE$500
MATTATUCK MUSEUM
144 W MAIN STWATERBURYCT06702NONPRIVATECHARITABLE$500
PLANNED PARENTHOOD
345 WHITNEY AVENEW HAVENCT06511NONPRIVATECHARITABLE$500
SOUTHBURY FOOD BANK
PO BOX 68SOUTHBURYCT06488NONPRIVATECHARITABLE$1,000
SOUTHERN POVERTY LAW CENTER
PO BOX 548MONTGOMERYAL36177NONPRIVATECHARITABLE$500
MELANOMA FOUNDATION
1411 K STREET NW SUITE 800WASHINGTONDC20005NONPRIVATECHARITABLE$500
TEMPLE SINAI
18801 NE 22 AVENUENORTH MIAMIFL33180NONPRIVATECHARITABLE$520
UNITED WAY OF GREATER WATERBURY
60 N MAIN ST 3WATERBURYCT06702NONPRIVATECHARITABLE$1,000
WATERBURY SYMPHONY ORCHESTRA
110 BANK STWATERBURYCT06702NONPRIVATECHARITABLE$250
WOODSTOCK AREA JEWISH CONGREGATION
PO BOX 526WOODSTOCKVT05091NONPRIVATECHARITABLE$150
HOLOCAUST MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024NONPRIVATECHARITABLE$150
FRIENDS OF THE SOUTHBURY LIBRARY
100 POVERTY RDSOUTHBURYCT06488NONPRIVATECHARITABLE$100
COMPASSIONATE CHOICES
PO BOX 785ETNANH03750NONPRIVATECHARITABLE$150
COMMEMORATIVE FUND
22 BIRCHWOODSOUTHBURYCT06488NONPRIVATECHARITABLE$350
SOUTHBURY LAND TRUST
134 MAIN ST S 68 1/2SOUTHBURYCT06488NONPRIVATECHARITABLE$120
SOUTHBURY NEEDY FUND
PO BOX 73SOUTHBURYCT06488NONPRIVATECHARITABLE$100
GAYLORD SPECIALTY HEALTHCARE
50 GAYLORD FARM RDWALLINGFORDCT06492NONPRIVATECHARITABLE$1,100
SOUTHBURY AMBULANCE ASSOCIATION
68 GEORGES HILLSOUTHBURYCT06488NONPRIVATECHARITABLE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,375TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,248ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$856ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,105ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,105TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$325Amt
Net Investment Income$325NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUKE CAPITAL CORP$5,052$5,687
GMAC$5,223$5,875
AES CORP$4,961$4,375
NRG ENERGY INC$10,066$8,402

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AES CORP$10,185$7,656
ALFA LAVAL AB SWEDEN ADR$4,400$3,660
APPLE INC$4,913$5,263
BANK NEW YORK MELLON$3,371$4,122
COMCAST CORP CL A NEW$6,493$7,336
EATON CORP PLC$9,765$7,286
EXPRESS SCRIPTS HLDG CO$3,292$4,370
GENERAL ELECTEIC$7,610$9,345
GILEAD SCIENCES INC$4,828$5,060
ALPHABET/GOOGLE INC$5,254$7,589
IBM CORP$12,269$9,633
MASTERCARD INC CL A$7,690$9,736
NAVIENT CORP$8,249$4,580
PHILLIPS 66$7,094$8,180
BANK AMERICA CORP$4,825$5,049
CELANESE CORP$5,594$6,733
INTREXON CORP$7,494$6,030
LOREAL COMPANY ADR$1,101$1,147
MERCK & COMPANY$11,760$10,564
PAYPAL HOLDINGS$3,661$3,620
PFIZER INC$1,582$1,614
PROLOGIS INC$3,954$4,292
TIDEWATER INC$2,098$696

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
REPUBLIC OF ARGENTINAAT COST$57,069$69,756
ABERDEEN ASIA PACIFIC INCOME FUNDAT COST$14,360$11,425

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$750LegalFeesAmt
Net Investment Income$750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHERDesc
Amt$11,099Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$242$242$0$0
FLORIDA ANNUAL REPORT$67$67$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLOAN PAYABLEDesc
BOY Book Value$52,533BOYBookValueAmt
EOY Book Value$52,533EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$2,327Amt
Net Investment Income$2,327NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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