LEONARD LITZ FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD LITZ FOUNDATION (EIN 84-3686034)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349101466
- Schema version
- 2024v5.2
- 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
- Schedule B
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T09:44:20-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843686034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD LITZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2035018500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 SHERMAN STREET | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F ELLIOT LEONARD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2033514417 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA A TEPLITZKY | PreparerPersonNm |
| PTIN | P00275165 | PTIN |
| Phone | 2033870852 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,638,444 | 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 | $3,212,541 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $46,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $433,392 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,171,607 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $433,392 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,692,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $479,716 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $166,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $113,707 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,985 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $103,722 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $585 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $233 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $46,902 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $46,902 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,436 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,436 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $119,541 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $313 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $119,228 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $456,404 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,883 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $445,288 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,275,809 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,275,809 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,732,213 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,883 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,721,097 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,960,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $468,833 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $250,705 | CashBOYAmt |
| Cash EOY | $239,297 | CashEOYAmt |
| Cash EOYFMV | $239,297 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $814 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $814 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $814 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $472,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,444,378 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,395,784 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,769 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,220 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,782 | LandBOYAmt |
| Land EOY | $2,549 | LandEOYAmt |
| Land EOYFMV | $2,549 | LandEOYFMVAmt |
| Total Assets BOY | $726,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,687,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,638,444 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $726,994 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,687,038 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $726,994 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,687,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $726,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,687,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $726,994 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,960,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,687,038 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,687,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,138,125 | $2,738,215 | $399,910 | $399,910 | |
| CAPITAL GAINS DIVIDENDS | $33,482 | $33,482 | $33,482 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $433,392 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,517 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,517 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $585 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $585 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,932 | 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 |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://LEONARDLITZ.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | F ELLIOT LEONARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033514417 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 SHERMAN STREET | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| F ELLIOT LEONARD | ||||||||
| 59 WOODLAND DRIVE | EASTON | CT | 06612 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROGER A LITZ | ||||||||
| 59 WOODLAND DRIVE | EASTON | CT | 06612 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREW MITCHELL-NAMDAR | ||||||||
| 38 HIGH VALLEY WAY | STAMFORD | CT | 06903 | TRUSTEE | 1.00 | $24,000 | $0 | $0 |
| ROBYN SCHLESINGER | ||||||||
| 16 ROCK CLIFF PLACE | WHITE PLAINS | NY | 10603 | TRUSTEE | 1.00 | $13,000 | $0 | $0 |
| ANTHONY CRISCI | ||||||||
| 21 KNOLLWOOD ROAD | NORWALK | CT | 06854 | TRUSTEE | 1.00 | $12,000 | $0 | $0 |
| COLIN HOSTEN | ||||||||
| 28 DOCK ROAD | NORWALK | CT | 06854 | TRUSTEE/DIRECTOR | 40.00 | $117,000 | $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 |
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 | $1,524,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $245,815 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,770,167 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,770,167 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,743,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,181 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,181 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,517 | TotalTaxAmt |
| Distributable Before Adj | $80,664 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,664 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,664 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,721,097 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,721,097 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,664 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $59,110 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $744,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $697,397 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $983,791 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,484,298 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,721,097 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,664 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,640,433 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,124,731 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,124,731 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,110 | ExcessFromYear4Amt |
| Excess From Year3 | $744,000 | ExcessFromYear3Amt |
| Excess From Year2 | $697,397 | ExcessFromYear2Amt |
| Excess From Year1 | $983,791 | ExcessFromYear1Amt |
| Excess From Current Year | $1,640,433 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | F ELLIOT LEONARD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACLU-CT | |||||||
| 765 ASYLUM AVE | HARTFORD | CT | 06105 | GENERAL SUPPORT | $10,000 | ||
| ALI-FORNEY CENTER | |||||||
| 307 W 38TH ST 2ND FL | NEW YORK | NY | 10018 | GENERAL SUPPORT | $27,500 | PC | |
| BAYARD RUSTIN COMMUNITY CENTER | |||||||
| 14 JACOB DR | PRINCETON | NJ | 08550 | GENERAL SUPPORT | $10,000 | PC | |
| BETHEL PRIDE CO TRIANGLE COMMUNITY CENTER | |||||||
| 650 WEST AVENUE | NORWALK | CT | 06850 | GENERAL SUPPORT | $1,000 | PC | |
| BLACK ROCK THEATER | |||||||
| 1935 BLACK ROCK TURNPIKE | FAIRFIELD | CT | 06825 | GENERAL SUPPORT | $7,500 | PC | |
| BRIDGEPORT FILM FESTIVAL | |||||||
| 107 GREY ROCK ROAD | BRIDGEPORT | CT | 06606 | GENERAL SUPPORT | $5,000 | PC | |
| BRIDGEPORT PRIDE CENTER INC | |||||||
| 166 ELM STREET | BRIDGEPORT | CT | 06604 | GENERAL SUPPORT | $131,000 | PC | |
| CENTERLINK | |||||||
| PO BOX 24490 | FT LAUDERDALE | FL | 33304 | GENERAL SUPPORT | $50,000 | PC | |
| CHRIST CHURCH | |||||||
| 59 CHURCH RD | EASTON | CT | 06612 | GENERAL SUPPORT | $1,000 | PC | |
| CITY COLLEGE FOUNDATION | |||||||
| 160 CONVENT AVE | NEW YORK | NY | 10031 | GENERAL SUPPORT | $100,000 | PC | |
| CONGREGATION BEIT SIMCHAT TORAH | |||||||
| 130 W 30TH ST GROUND FL | NEW YORK | NY | 10001 | GENERAL SUPPORT | $35,000 | PC | |
| DANBURY PRIDE APEX CULTURAL CENTER | |||||||
| 16 HOSPITAL AVE | DANBURY | CT | 06810 | GENERAL SUPPORT | $500 | PC | |
| DARIEN PRIDE CO TRIANGLE COMMUNITY CENTER | |||||||
| 650 WEST AVENUE | NORWALK | CT | 06850 | GENERAL SUPPORT | $2,000 | PC | |
| DEI OF BEDFORD CO THE LOFT LGBT CENTER | |||||||
| 252 BRYANT AVENUE | WHITE PLAINS | NY | 10605 | GENERAL SUPPORT | $500 | PC | |
| DUTCHESS COUNTY PRIDE CENTER | |||||||
| 766 MAIN ST | POUGHKEEPSIE | NY | 12603 | GENERAL SUPPORT | $500 | PC | |
| EASTON PRIDE TRIANGLE COMMUNITY CENTER | |||||||
| 650 WEST AVENUE | NORWALK | CT | 06850 | GENERAL SUPPORT | $1,000 | PC | |
| FUND FOR THE CITY OF NEW YORK NEW PRIDE AGENDA | |||||||
| 121 AVENUE OF THE AMERICAS 6TH FL | NEW YORK | NY | 10013 | GENERAL SUPPORT | $10,000 | PC | |
| FUNDERS FOR LGBTQ ISSUES | |||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | GENERAL SUPPORT | $1,029 | PC | |
| GLAAD | |||||||
| 104 W 29TH ST 4 | NEW YORK | NY | 10001 | GENERAL SUPPORT | $52,200 | PC | |
| GRANBY'S GOT PRIDE | |||||||
| 3 MURTHAS WAY APT 322 | GRANBY | CT | 06035 | GENERAL SUPPORT | $2,500 | PC | |
| GREENWICH PRIDE WILTON PRIDE | |||||||
| 21 HUBBARD RD | WILTON | CT | 06897 | GENERAL SUPPORT | $2,000 | PC | |
| HETRICK-MARTIN INSTITUTE | |||||||
| 2 ASTOR PLACE | NEW YORK | NY | 10003 | GENERAL SUPPORT | $25,000 | PC | |
| HIBISCUS ROSE THERAPY OPEN COLLECTIVE FOUNDATION | |||||||
| 440 N BARRANCA AVE 3717 | COVINA | CA | 91723 | GENERAL SUPPORT | $10,000 | PC | |
| INTERACT | |||||||
| 365 BOSTON POST ROAD SUITE 163 | SUDBURY | MA | 01776 | GENERAL SUPPORT | $6,050 | PC | |
| KIDS IN CRISIS | |||||||
| ONE SALEM STREET | GREENWICH | CT | 06807 | GENERAL SUPPORT | $5,000 | PC | |
| LAMDA LEGAL | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | GENERAL SUPPORT | $170,000 | PC | |
| LEWISBORO PRIDE THE LOFT | |||||||
| 252 BRYANT AVENUE | WHITE PLAINS | NY | 10605 | GENERAL SUPPORT | $500 | PC | |
| LOVE YOUR LABELS | |||||||
| 134 GOLD STREET | WORCESTER | MA | 01608 | GENERAL SUPPORT | $2,500 | PC | |
| MAMA DRAGONS | |||||||
| 1996 ALLISON WAY | SYRACUSE | UT | 84075 | GENERAL SUPPORT | $10,000 | PC | |
| MAZZONI CENTER | |||||||
| 1348 BAINBRIDGE STREET | PHILADELPHIA | PA | 19147 | GENERAL SUPPORT | $20,000 | PC | |
| MID FAIRFIELD AIDS PROJECT | |||||||
| 618 WEST AVE | NORWALK | CT | 06850 | GENERAL SUPPORT | $500 | PC | |
| MIDDLETOWN PRIDE | |||||||
| 393 MAIN ST | MIDDLETOWN | CT | 06457 | GENERAL SUPPORT | $10,000 | PC | |
| MILFORD PRIDE MILFORD ARTS COUNCIL | |||||||
| 40 RAILROAD AVE | MILFORD | CT | 06460 | GENERAL SUPPORT | $500 | PC | |
| MILWAUKE LGBT COMMUNITY CENTER | |||||||
| 315 WEST COURT STREET | MILWAUKEE | WI | 53212 | GENERAL SUPPORT | $25,000 | PC | |
| NATIONAL CENTER FOR LESBIAN RIGHTS | |||||||
| 870 MARKET STREET STE 370 | SAN FRANCISCO | CA | 94102 | GENERAL SUPPORT | $25,000 | PC | |
| NATIONAL LGBTQ TASK FORCE | |||||||
| 1050 CONNECTICUT AVE NW | WASHINGTON | DC | 20035 | GENERAL SUPPORT | $15,000 | PC | |
| NEW HAVEN PRIDE CENTER | |||||||
| 84 ORANGE ST | NEW HAVEN | CT | 06510 | GENERAL SUPPORT | $30,000 | PC | |
| NORWALK CONSERVATORY OF THE ARTS | |||||||
| 69 WALL STREET | NORWALK | CT | 06850 | GENERAL SUPPORT | $22,500 | PC | |
| ODYSSEY TEEN CAMP | |||||||
| 51 LINCOLN AVE | ARDSLEY | NY | 10502 | GENERAL SUPPORT | $25,000 | PC | |
| OSSINING PRIDE THE LOFT | |||||||
| 252 BRYANT AVENUE | WHITE PLAINS | NY | 10605 | GENERAL SUPPORT | $500 | PC | |
| OUT FILM FEST CT | |||||||
| PO BOX 231191 | HARTFORD | CT | 06123 | GENERAL SUPPORT | $2,500 | PC | |
| OUTRIGHT VERMONT | |||||||
| PO BOX 5235 | BURLINGTON | VT | 05402 | GENERAL SUPPORT | $25,000 | PC | |
| PEEKSKILL PRIDE | |||||||
| 824 MAIN STREET | PEEKSKILL | NY | 10566 | GENERAL SUPPORT | $2,000 | PC | |
| PELHAM PRIDE ACCENT DANCE | |||||||
| 318 WEST 52ND STREET APT 4H | NEW YORK | NY | 10019 | GENERAL SUPPORT | $1,000 | PC | |
| POUND RIDGE PRIDE | |||||||
| PO BOX 402 | POUND RIDGE | NY | 10576 | GENERAL SUPPORT | $1,000 | PC | |
| PRIDEWORKS | |||||||
| PO BOX 772 | WHITE PLAINS | NY | 10702 | GENERAL SUPPORT | $500 | PC | |
| PRYEDE COMMUNITY GROUP | |||||||
| 61 OSBORN RD | RYE | NY | 10580 | GENERAL SUPPORT | $2,000 | PC | |
| QUEER FAMILY NETWORK FISCAL SPONSORSHIP ALLIES | |||||||
| 3500 DEPAUW BLVD SUITE 3090 | INDIANAPOLIS | IN | 46268 | GENERAL SUPPORT | $500 | PC | |
| RHINEBECK PRIDE | |||||||
| 1 SEYMOUR DR | RED HOOK | NY | 12571 | GENERAL SUPPORT | $500 | PC | |
| RIDGEFIELD PRIDE | |||||||
| 54 DANBURY ROAD SUITE 330 | RIDGEFIELD | CT | 06877 | GENERAL SUPPORT | $500 | PC | |
| ROC PRIDEABILITY ARC FOUNDATION OF MONROE | |||||||
| 2060 BRIGHTON-HENRIETTA TOWNLINE | ROCHESTER | NY | 14623 | GENERAL SUPPORT | $4,030 | PC | ROAD |
| ROCKLAND COUNTY PRIDE CENTER | |||||||
| PO BOX 505 | NYACK | NY | 10960 | GENERAL SUPPORT | $500 | PC | |
| ROXBURY YOUTHWORKS | |||||||
| 841 PARKER STREET SUITES 104-106 | ROXBURY CROSSING | MA | 02120 | GENERAL SUPPORT | $15,000 | PC | |
| SAM AND DEVORAH FOUNDATION FOR TRANS YOUTH | |||||||
| 10 FAIRMOUNT AVE | CHATHAM | NJ | 07928 | GENERAL SUPPORT | $15,000 | PC | |
| SOAR TOGETHER | |||||||
| 110 SEVENTY ACRE ROAD | REDDING | CT | 06896 | GENERAL SUPPORT | $2,500 | PC | |
| SOCIAL & ENVIRONMENTAL ENTREPENEURS EQCT | |||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | GENERAL SUPPORT | $25,000 | PC | |
| STAMFORD PRIDE | |||||||
| PO BOX 8146 | STAMFORD | CT | 06905 | GENERAL SUPPORT | $1,000 | PC | |
| THE FREDERICK CENTER OF MARYLAND | |||||||
| 322 W PATRICK ST | FREDERICK | MD | 21701 | GENERAL SUPPORT | $15,000 | PC | |
| THE GAY AND LESBIAN REVIEW | |||||||
| PO BOX 180300 | BOSTON | MA | 02118 | GENERAL SUPPORT | $10,000 | PC | |
| THE LOFT | |||||||
| 252 BRYANT AVENUE | WHITE PLAINS | NY | 10605 | GENERAL SUPPORT | $60,000 | PC | |
| THE PRIDE NETWORK | |||||||
| 17-D ACADEMY ST | NEWARK | NJ | 07102 | GENERAL SUPPORT | $39,000 | PC | |
| TMI PROJECT STARLING PRODUCTIONS | |||||||
| 65 ST JAMES ST | KINGSTON | NY | 12401 | GENERAL SUPPORT | $10,000 | PC | |
| TRANS COMMUNITY OF NEW ENGLAND | |||||||
| 198 TREMONT STREET SUITE 413 | BOSTON | MA | 02116 | GENERAL SUPPORT | $10,000 | PC | |
| TRIANGLE COMMUNITY CENTER | |||||||
| 650 WEST AVENUE | NORWALK | CT | 06850 | GENERAL SUPPORT | $119,500 | PC | |
| VICTORY INSTITUTE | |||||||
| 1225 I ST NW SUITE 525 | WASHINGTON | DC | 20005 | GENERAL SUPPORT | $15,000 | PC | |
| WASHINGTON BLADE FOUNDATION | |||||||
| 1101 CONNECTICUT AVE NW SUITE 450 | WASHINGTON | DC | 20036 | GENERAL SUPPORT | $20,000 | PC | |
| WATERBURY PRIDE AFRO CARIBBEAN CULTURAL CENTER | |||||||
| 174 GRAND STREET 1ST FLOOR | WATERBURY | CT | 06702 | GENERAL SUPPORT | $3,000 | PC | |
| WEST HARTFORD PRIDE | |||||||
| 102 LASALLE ROAD SUITE 270082 | WEST HARTFORD | CT | 06127 | GENERAL SUPPORT | $1,000 | PC | |
| WESTPORT PRIDE | |||||||
| 10 JESSUP ROAD | WESTPORT | CT | 06880 | GENERAL SUPPORT | $500 | PC | |
| WILTON PRIDE | |||||||
| 21 HUBBARD RD | WILTON | CT | 06897 | GENERAL SUPPORT | $500 | PC | |
| YONKERS PRIDE | |||||||
| 15 MAIN STREET | YONKERS | NY | 10704 | GENERAL SUPPORT | $500 | PC | |
| YOUTHPRIDE INC | |||||||
| 743 WESTMINSTER STREET | PROVIDENCE | RI | 02903 | GENERAL SUPPORT | $20,000 | PC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,275,809 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,324 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $433,392 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $479,716 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $479,716 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | F ELLIOT LEONARD ROGER A LITZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 59 WOODLAND DRIVE | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,206,541 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | CALVERT GLOBAL WATER FUND | $300,212 | 2024-03-04 |
| 1 | T ROWE PRICE | $411,290 | 2024-04-16 |
| 1 | CALVERT GLOBAL WATER FUND | $466,925 | 2024-05-30 |
| 1 | PACER FDS TR | $995,362 | 2024-08-06 |
| 1 | T ROWE PRICE | $431,446 | 2024-08-06 |
| 1 | AMERICAN BEACON SIM HIGH YLD | $601,306 | 2024-08-07 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2020-10-09 | $6,480 | 200DB | 7.000000000000 | $0 | $0 | |
| COMPUTERS | 2020-11-26 | $4,674 | 200DB | 5.000000000000 | $0 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2020-12-14 | $3,500 | SL | 15.000000000000 | $233 | $0 | $718 |
| FURNITURE & FIXTURES | 2021-02-09 | $2,000 | 200DB | 7.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2021-04-01 | $3,115 | 200DB | 7.000000000000 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MML #7363 MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,444,378 | BookValueAmt |
| EOYFMV | $2,395,784 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $6,480 | $6,480 | $0 |
| COMPUTERS | $4,674 | $4,674 | $0 |
| LEASEHOLD IMPROVEMENTS | $3,500 | $951 | $2,549 |
| FURNITURE & FIXTURES | $2,000 | $2,000 | $0 |
| FURNITURE & FIXTURES | $3,115 | $3,115 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $78,111 | $0 | $78,111 |
| BANK CHARGES | $313 | $313 | $0 |
| ADVERTISING | $3,017 | $0 | $3,017 |
| GALA EXPENSES | $38,100 | $0 | $38,100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $103,722 | $0 | $103,722 |
| MML ASSET MANAGEMENT FEE | $9,985 | $9,985 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $585 | Amt |
| Net Investment Income | $585 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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