LITTMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LITTMAN FAMILY FOUNDATION INC (EIN 65-0631633)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-07
IRS object ID
201511889349100111
Schema version
2014v5.0
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)
Return2015-07-07T11:17:24-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-06-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSHUA A TEPLITZKYPreparerPersonNm
PTINP00275165PTIN
Phone2033870852PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$269,554FMVAssetsEOYAmt
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$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$10InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,968DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,968DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,968DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$1,978TotalRevAndExpnssAmt
Total Net Invst Incm$1,978TotalNetInvstIncmAmt
Total Adj Net Incm$1,978TotalAdjNetIncmAmt
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$500LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$500LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,216AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,216AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$306TaxesRevAndExpnssAmt
Taxes Net Invst Incm$306TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,022TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,022TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,746ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,746ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,768TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,022TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$15,746TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,790ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,978AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$220,121SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$190,015SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$190,015SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$16,146CorporateBondsBOYAmt
Corporate Bonds EOY$15,210CorporateBondsEOYAmt
Corporate Bonds EOYFMV$17,377CorporateBondsEOYFMVAmt
Other Investments BOY$32,113OtherInvestmentsBOYAmt
Other Investments EOY$76,315OtherInvestmentsEOYAmt
Other Investments EOYFMV$62,162OtherInvestmentsEOYFMVAmt
Total Assets BOY$268,380TotalAssetsBOYAmt
Total Assets EOY$281,540TotalAssetsEOYAmt
Total Assets EOYFMV$269,554TotalAssetsEOYFMVAmt
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$215,847UnrestrictedBOYAmt
Unrestricted EOY$229,007UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$215,847TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$229,007TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$268,380TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$281,540TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$215,847TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,790ExcessRevenueOverExpensesAmt
Other Increases$28,950OtherIncreasesAmt
Subtotal$229,007SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$229,007TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$19,456AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$318,373NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061111DistributionYr1Rt
Adjusted Qlfy Distri Yr2$31,853AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$278,714NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.114286DistributionYr2Rt
Adjusted Qlfy Distri Yr3$16,436AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$284,498NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.057772DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,456AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$261,582NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.062910DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,449AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$189,957NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.086593DistributionYr5Rt
Total Distribution0.382672TotalDistributionRt
Average Distribution0.076534AverageDistributionRt
Net Vl Noncharitable Assets$272,355NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,844AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,844AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,746QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

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 20 WORTHY CHARITABLE ORGANIZATIONSDescription1Txt
Expenses1$15,746Expenses1Amt

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$69,351AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$207,152AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$276,503TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$276,503AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,148CashDeemedCharitableAmt
Net Vl Noncharitable Assets$272,355NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,618MinimumInvestmentReturnAmt

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$15,746ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$15,746QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$15,746AdjustedQualifyingDistriAmt

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$1,978CurrentYearAmt
Year1$15,919Year1Amt
Year2$13,936Year2Amt
Year3$14,225Year3Amt
Total$46,058TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$1,681CurrentYearAmt
Year1$13,531Year1Amt
Year2$11,846Year2Amt
Year3$12,091Year3Amt
Total$39,149TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$15,746CurrentYearAmt
Year1$19,456Year1Amt
Year2$32,083Year2Amt
Year3$16,436Year3Amt
Total$83,721TotalAmt

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$15,746CurrentYearAmt
Year1$19,456Year1Amt
Year2$32,083Year2Amt
Year3$16,436Year3Amt
Total$83,721TotalAmt

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$9,079CurrentYearAmt
Year1$10,613Year1Amt
Year2$9,291Year2Amt
Year3$9,483Year3Amt
Total$38,466TotalAmt

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 (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACLU FOUNDATION
125 BROAD ST 18TH FLOORNEW YORKNY10004NONPRIVATECHARITABLE$250
B'NAI ISRAEL
PO BOX 350SOUTHBURYCT06488NONPRIVATECHARITABLE$3,409
CHILDRENS TUMOR FOUNDATION
95 PINE ST 16 FNEW YORKNY10005NONPRIVATECHARITABLE$750
CONNECTICUT COMMUNITY FOUNDATION
43 FIELD STWATERBURYCT06702NONPRIVATECHARITABLE$1,000
CONNECTICUT JUNIOR REPUBLIC
PO BOX 161LITCHFIELDCT06759NONPRIVATECHARITABLE$500
EAST HILL LIBRARY FUND
611 EAST HILL RDSOUTHBURYCT06488NONPRIVATECHARITABLE$175
GWCJL
124 NEW MILFORD TPKENEW PRESTONCT06777NONPRIVATECHARITABLE$400
ISRAEL PALESTINE COOPERATIVE FOR ECONOMIC DEVELOPMENT
12 BARNHILL RDWOODBURYCT06798NONPRIVATECHARITABLE$500
JEWISH FEDERATION OF NORTHWESTERN CONNECTICUT
444 MAIN ST NORTHSOUTHBURYCT06488NONPRIVATECHARITABLE$2,000
JEWISH FOUNDATION FOR THE RIGHTEOUS
305 7TH AVENEW YORKNY10001NONPRIVATECHARITABLE$250
MATTATUCK MUSEUM
144 W MAIN STWATERBURYCT06702NONPRIVATECHARITABLE$500
PLANNED PARENTHOOD
345 WHITNEY AVENEW HAVENCT06511NONPRIVATECHARITABLE$250
SOUTHERN POVERTY LAW CENTER
PO BOX 548MONTGOMERYAL36177NONPRIVATECHARITABLE$250
SOUTHBURY FOOD BANK
PO BOX 68SOUTHBURYCT06488NONPRIVATECHARITABLE$1,000
ST MARYS HOSPITAL FOUNDATION
56 FRANKLIN STWATERBURYCT06706NONPRIVATECHARITABLE$500
TEMPLE SINAI
18801 NE 22 AVENUENORTH MIAMIFL33180NONPRIVATECHARITABLE$258
THE TAFT SCHOOL
110 WOODBURY RDWATERTOWNCT06795NONPRIVATECHARITABLE$2,004
UNITED WAY OF GREATER WATERBURY
60 N MAIN ST 3WATERBURYCT06702NONPRIVATECHARITABLE$1,500
WATERBURY SYMPHONY ORCHESTRA
110 BANK STWATERBURYCT06702NONPRIVATECHARITABLE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,746TotalGrantOrContriPdDurYrAmt
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$10ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,968ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,978ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,978TotalIncomeProducingActyAmt

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)
Amt$1,216Amt
Net Investment Income$1,216NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUKE CAPITAL CORP$5,063$6,051
GMAC$5,186$6,363
AES CORP$4,961$4,963

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
REPUBLIC OF ARGENTINAAT COST$66,985$53,837
ABERDEEN ASIA PACIFIC INCOME FUNDAT COST$9,330$8,325

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$500LegalFeesAmt
Net Investment Income$500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOTHERDesc
Amt$28,950Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$306Amt
Net Investment Income$306NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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