THE LATTIMER FAMILY FUND INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE LATTIMER FAMILY FUND INC (EIN 13-6197775)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-08
IRS object ID
201532819349100403
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)
Return2015-10-08T08:21:09-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONNOLLY SWITAJ FOGLER & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12137 ROUTE 35 SUITE 360AddressLine1Txt
CityHOLMDELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07733ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136197775EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LATTIMER FAMILY FUND INCBusinessNameLine1Txt
Business Name Line2C0 EVAN LATTIMERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLATTBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line156 BEECH ROADAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEVAN LATTIMERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-10-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN J CONNOLLYPreparerPersonNm
PTINP00371058PTIN
Phone7327392020PhoneNum
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$29,038FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$4TotalRevAndExpnssAmt
Total Net Invst Incm$4TotalNetInvstIncmAmt
Total Adj Net Incm$4TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$250AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$250TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$500TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$250TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$496ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$4AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$29,541SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$29,038SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$29,038SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$29,541TotalAssetsBOYAmt
Total Assets EOY$29,038TotalAssetsEOYAmt
Total Assets EOYFMV$29,038TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$29,541RetainedEarningBOYAmt
Retained Earning EOY$29,038RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$29,541TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,038TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,541TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,038TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,541TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$496ExcessRevenueOverExpensesAmt
Subtotal$29,045SubtotalAmt
Other Decreases$7OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$29,038TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,275AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$32,089NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.07090DistributionYr1Rt
Adjusted Qlfy Distri Yr2$273AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$32,089NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.00851DistributionYr2Rt
Adjusted Qlfy Distri Yr3$412AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$24,553NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.01678DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$25,718NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03888DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$25,578NetVlNoncharitableAssetsYr5Amt
Total Distribution0.13507TotalDistributionRt
Average Distribution0.02701AverageDistributionRt
Net Vl Noncharitable Assets$29,008NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$784AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$784AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EVAN LATTIMERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7327392020PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line156 BEECH ROADAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonEVAN LATTIMERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line156 BEECH ROADAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$29,450AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$29,450TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$29,450AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$442CashDeemedCharitableAmt
Net Vl Noncharitable Assets$29,008NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,450MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,450MinimumInvestmentReturnAmt
Distributable Before Adj$1,450DistributableBeforeAdjAmt
Distributable Before Ded$1,450DistributableBeforeDedAmt
Distributable As Adjusted$1,450DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$250ExpensesAndContributionsAmt
Qualifying Distributions$250QualifyingDistributionsAmt
Adjusted Qualifying Distri$250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,450DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$671ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$671TotalExcessDistributionCyovAmt
Qualifying Distributions$250QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$250AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$671ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$671ExcessDistributionCyovAppCYAmt
Undistributed Income CY$529UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4UnrelatedBusinessTaxblIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$500Amt
Net Investment Income$250NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER ADJUSTMENTDesc
Amt$7Amt

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