LITTMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LITTMAN FAMILY FOUNDATION INC (EIN 65-0631633)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-04
- IRS object ID
- 202622169349100717
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-04T12:19:54-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650631633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LITTMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LITT | BusinessNameControlTxt |
| Phone | 2032667824 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 FLANDERS RD | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06751 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY L EISEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2032667824 | PhoneNum |
| Signature | 2026-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY VOGEL | PreparerPersonNm |
| PTIN | P01278617 | PTIN |
| Phone | 2033870852 | PhoneNum |
| Preparation | 2026-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $384,765 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,019 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,019 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,389 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,532 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,389 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,408 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $398 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $398 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,026 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,026 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $534 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $978 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,945 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,945 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,303 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,823 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,309 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,309 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $14,945 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $45,048 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $45,295 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $134,921 | CorporateStockBOYAmt |
| Corporate Stock EOY | $115,032 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $325,161 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $176,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $174,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $384,765 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $52,533 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $52,533 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $52,533 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,533 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $124,156 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $121,856 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $124,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $121,856 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $176,689 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $174,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $124,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,075 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $122,081 | SubtotalAmt |
| Other Decreases | $225 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $121,856 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $74,481 | $52,143 | $22,338 | $22,338 |
| CLASS ACTION PROCEEDS | P | $51 | $51 | $51 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,389 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $366 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $366 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $366 | 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 | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $366 | 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 | FL | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | EMILY L EISEN | IndividualWithBooksNm |
| Phone | 2032667824 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 FLANERS RD | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06751 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| EMILY L EISEN | ||||||||
| 310 FLANDERS RD | BETHLEHEM | CT | 06751 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JONATHAN LITTMAN | ||||||||
| 1000 N KENILWORTH | OAK PARK | IL | 60302 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANDREW W EISEN | ||||||||
| 290 FLANDERS RD | BETHLEHEM | CT | 06751 | TREASURER | 1.00 | $0 | $0 | $0 |
| DANIEL E LITTMAN | ||||||||
| 1000 N KENILWORTH | OAK PARK | IL | 60302 | SECRETARY | 1.00 | $0 | $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 | $333,537 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,870 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $358,407 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $358,407 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,376 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $353,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,652 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,652 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $366 | TotalTaxAmt |
| Distributable Before Adj | $17,286 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,286 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,286 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,923 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,286 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $7,644 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,644 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,637 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,281 | 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 | $18,281 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,644 | ExcessFromYear1Amt |
| Excess From Current Year | $10,637 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BANTAM CINEMA & ARTS CENTER INC | |||||||
| 115 BANTAM LAKE RD | BANTAM | CT | 06750 | N/A | PC | GENERAL SUPPORT | $457 |
| BETHLEHEM LAND TRUST | |||||||
| PO BOX 322 | BETHLEHEM | CT | 06751 | N/A | PC | GENERAL SUPPORT | $100 |
| B'NAI ISRAEL | |||||||
| PO BOX 350 | SOUTHBURY | CT | 06488 | N/A | PC | GENERAL SUPPORT | $1,775 |
| CHIME IN MUSIC WITH A MISSION INC | |||||||
| 21 MAIN STREET S | BETHLEHEM | CT | 06751 | N/A | PC | GENERAL SUPPORT | $50 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVE PARKWAY | NEW LONDON | CT | 06320 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CONNECTICUT COMMUNITY FOUNDATION | |||||||
| 43 FIELD ST | WATERBURY | CT | 06702 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CONNECTICUT JUNIOR REPUBLIC ASSOCIATION INCORPORATED | |||||||
| PO BOX 161 | LITCHFIELD | CT | 06759 | N/A | PC | GENERAL SUPPORT | $250 |
| CONNECTICUT PUBLIC BROADCASTING INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 212791490 | N/A | PC | GENERAL SUPPORT | $120 |
| FIELD MUSEUM | |||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | N/A | PC | GENERAL SUPPORT | $500 |
| FLANERS NATURE CENTER | |||||||
| 596 FLANDERS RD | WOODBURY | CT | 06795 | N/A | PC | GENERAL SUPPORT | $100 |
| FRIENDS OF TOPSMEAD STATE FOREST | |||||||
| PO BOX 1081 | LITCHFIELD | CT | 06759 | N/A | PC | GENERAL SUPPORT | $100 |
| GAYLORD SPECIALITY CARE | |||||||
| 50 GAYLORD FARM RD | WOODBURY | CT | 06492 | N/A | PC | GENERAL SUPPORT | $225 |
| GREENWOODS COUNSELING | |||||||
| 25 SOUTH ST | LITCHFIELD | CT | 06759 | N/A | PC | GENERAL SUPPORT | $2,000 |
| HOLLISTER HOUSE | |||||||
| 300 NETTLETON HOLLOW RD | WASHINGTON | CT | 06793 | N/A | PC | GENERAL SUPPORT | $150 |
| JANE DOE NO MORE | |||||||
| 203 CHURCH ST REAR | NAUGATUCK | CT | 06770 | N/A | PC | GENERAL SUPPORT | $75 |
| LA FIESTA DE LA SEIS BANDERAS | |||||||
| 3419 WESTMINISTER AVE | DALLAS | TX | 75205 | N/A | PC | GENERAL SUPPORT | $100 |
| LITCHFIELD COMMUNITY CENTER | |||||||
| 421 BANTAM RD | LITCHFIELD | CT | 06759 | N/A | PC | GENERAL SUPPORT | $750 |
| LITCHFIELD HISTORIC SOCIETY | |||||||
| 7 SOUTH STREET | LITCHFIELD | CT | 06759 | N/A | PC | GENERAL SUPPORT | $910 |
| LITCHFIELD LAND TRUST | |||||||
| 28 RUSSELL ST | LITCHFIELD | CT | 06759 | N/A | PC | GENERAL SUPPORT | $88 |
| LITCHFIELD PERFORMING ARTS | |||||||
| 22 KIRBY RD | WASHINGTON | CT | 06793 | N/A | PC | GENERAL SUPPORT | $75 |
| MATTATUCK MUSEUM | |||||||
| 144 W MAIN ST | WATERBURY | CT | 06702 | N/A | PC | GENERAL SUPPORT | $510 |
| MEMORIAL SLOANE KETTERING | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | GENERAL SUPPORT | $200 |
| METROPOLITAN MUSEUM OF MODERN ART(MOMA) | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $420 |
| MONTFORT MISSIONARIES | |||||||
| 83 MONTFORT ROAD | LITCHFIELD | CT | 06759 | N/A | PC | GENERAL SUPPORT | $120 |
| NATIONAL PUBLIC RADIO | |||||||
| 1111 N CAPITOL ST NE | WASHINGTON | DC | 200027502 | N/A | PC | GENERAL SUPPORT | $1,250 |
| NORTHWEST CT | |||||||
| 33 E MAIN ST | TORRINGTON | CT | 06790 | N/A | PC | GENERAL SUPPORT | $125 |
| NWCT ADULT DAY CENTER | |||||||
| 407 BANTAM RD | LITCHFIELD | CT | 06759 | N/A | PC | GENERAL SUPPORT | $500 |
| OLD BETHLEHEM HISTORICAL SOCIETY | |||||||
| 4 MAIN ST N | BETHLEHEM | CT | 06751 | N/A | PC | GENERAL SUPPORT | $50 |
| OLIVER WOLCOTT LIBRARY | |||||||
| 160 SOUTH ST | LITCHFIELD | CT | 06759 | N/A | PC | GENERAL SUPPORT | $2,035 |
| OSWIT LAND TRUST | |||||||
| 1175 E PALM CANYON DR UNIT 4020 | PALM SPRINGS | CA | 922637202 | N/A | PC | GENERAL SUPPORT | $1,000 |
| PRIME TIME HOUSE | |||||||
| 810 MAIN STREET | TORRINGTON | CT | 06790 | N/A | PC | GENERAL SUPPORT | $701 |
| RIPLEY WATERFOWL | |||||||
| 55 DUCK POND ROAD | LITCHFIELD | CT | 06759 | N/A | PC | GENERAL SUPPORT | $550 |
| SOUNDS GOOD CHOIR | |||||||
| 1111 WARREN AVENUE SUITE 2 C | DOWNERS GROVE | IL | 60605 | N/A | PC | GENERAL SUPPORT | $300 |
| THE FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL SUPPORT | $75 |
| THE TAFT SCHOOL | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | N/A | PC | GENERAL SUPPORT | $1,890 |
| UNITED WAY OF GREATER WATERBURY | |||||||
| 123 BANK STREET | WATERBURY | CT | 06702 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WASHINGTON ART ASSOCIATION | |||||||
| 4 BRYAN MEMORIAL PLAZA | WASHINGTON DEPOT | CT | 06794 | N/A | PC | GENERAL SUPPORT | $100 |
| WASHINGTON FRIENDS OF MUSIC | |||||||
| PO BOX 1226 | WASHINGTON | CT | 06793 | N/A | PC | GENERAL SUPPORT | $80 |
| WASHINGTON MONTESSORI SCHOOL | |||||||
| 240 LITCHFIELD TURNPIKE | NEW PRESTON | CT | 06777 | N/A | PC | GENERAL SUPPORT | $3,826 |
| WATERBURY SYMPHONY ORCHESTRA | |||||||
| 110 BANK ST | WATERBURY | CT | 06702 | N/A | PC | GENERAL SUPPORT | $1,538 |
| WELLSPRING | |||||||
| 21 ARCH BRIDGE ROAD | BETHLEHEM | CT | 06751 | N/A | PC | GENERAL SUPPORT | $100 |
| WIKIMEDIA | |||||||
| PO BOX 98204 | WASHINGTON | DC | 200908204 | N/A | PC | GENERAL SUPPORT | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,945 | 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 | $7,019 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,389 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,408 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,408 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $398 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $398 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AERCAP HOLDINGS | $5,185 | $14,376 |
| ALPHABET INC CL C | $3,940 | $47,070 |
| AMAZON.COM INC | $1,944 | $18,466 |
| APPLE INC | $2,457 | $27,186 |
| ARS PHARMACEUTICALS INC | $3,704 | $3,495 |
| BERKSHIRE HATHAWAY INC | $1,777 | $5,027 |
| CHUBB LTD | $6,728 | $7,803 |
| CLEAR SECURE INC | $5,593 | $8,770 |
| COMCAST CORP CL A NEW | $7,427 | $8,519 |
| DBS GROUP HLDGS LTD | $2,984 | $9,659 |
| EATON CORP PLC | $2,218 | $12,740 |
| ELEVANCE HEALTH INC | $6,017 | $5,258 |
| INTL BUSINESS MACHINES CORP | $12,028 | $22,216 |
| L3HARRIS TECHNOLOGIES INC | $3,927 | $5,871 |
| LOREAL COMPANY ADR | $1,898 | $4,368 |
| MASTERCARD INC CL A | $3,093 | $22,835 |
| MERCK & COMPANY | $5,599 | $10,526 |
| META PLATFORMS INC CL A | $3,749 | $16,502 |
| PHILLIPS 66 | $7,094 | $12,904 |
| PROLOGIS INC | $3,954 | $12,766 |
| ROCHE HOLDING LIMITED SPONSORED ADR | $7,757 | $10,314 |
| SALESFORCE.COM INC | $2,250 | $2,649 |
| TESLA INC | $2,143 | $4,047 |
| TEVA PHARMACEUTICAL INDS LTD ADR | $6,348 | $21,847 |
| TOAST INC CL A | $1,483 | $1,776 |
| UBER TECHNOLOGIES | $3,735 | $8,171 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $45,048 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $45,295 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $225 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NY JOURNAL FEES | $40 | $0 | $40 |
| BANK FEES | $40 | $0 | $40 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN PAYABLE | Desc |
| BOY Book Value | $52,533 | BOYBookValueAmt |
| EOY Book Value | $52,533 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,026 | Amt |
| Net Investment Income | $3,026 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $455 | $0 | $0 |
| FOREIGN TAX | $79 | $79 | $0 |
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