ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC (EIN 06-1487230)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-09
- IRS object ID
- 202421309349101112
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T08:48:08-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061487230 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT & MARGARET PATRICELLI FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8606783401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 HARTFORD ROAD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06076 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E PATRICELLI | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8606783401 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | PATRICELLI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW LATTIMER | PreparerPersonNm |
| PTIN | P00368790 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,455,564 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,571 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,571 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $200,564 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,541,071 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $200,564 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $476,155 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $276,155 | 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 |
| Accounting Fees Rev And Expnss | $16,830 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,431 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,211 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,211 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $420,211 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,211 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $503,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,211 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,317 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $247,944 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $253,467 | CashBOYAmt |
| Cash EOY | $220,303 | CashEOYAmt |
| Cash EOYFMV | $220,303 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,626 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,491 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,491 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,523,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,645,755 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,994,128 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $565,748 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $507,489 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $472,003 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $472,031 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $569,890 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $766,252 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,133,760 | OtherAssetsBOYAmt |
| Other Assets EOY | $932,387 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $932,387 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,973,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,946,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,455,564 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,973,632 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,946,315 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,973,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,946,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,973,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,946,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,973,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,317 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,946,315 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,946,315 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAP GAINS - SCHWAB | P | $925,711 | $713,923 | $211,788 | $211,788 |
| CAP GAINS - SCHWAB | P | $544,742 | $626,584 | -$81,842 | -$81,842 |
| CAPITAL GAINS DIVIDENDS | P | $70,618 | $70,618 | $70,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $200,564 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,446 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,446 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,446 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,928 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,928 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $2,466 | OverpaymentAmt |
| Applied To ES Tax | $2,466 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT E PATRICELLI | IndividualWithBooksNm |
| Phone | 8606783401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 HARTFORD ROAD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06076 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET S PATRICELLI | ||||||||
| 77 HARTFORD ROAD | SIMSBURY | CT | 06070 | PRESIDENT | 6.00 | $0 | $0 | $0 |
| ROBERT E PATRICELLI | ||||||||
| 77 HARTFORD ROAD | SIMSBURY | CT | 06070 | CHAIRMAN | 3.00 | $0 | $0 | $0 |
| DONNA COLLINS | ||||||||
| 2 BASSWOOD COURT | ROCKY HILL | CT | 06067 | DIRECTOR | 0.50 | $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 | $4,193,158 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $260,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,453,436 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,453,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,386,634 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,332 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,332 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,446 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,446 | TotalTaxAmt |
| Distributable Before Adj | $215,886 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $215,886 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $215,886 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,211 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $420,211 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $215,886 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $489,441 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $246,641 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $232,103 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $357,797 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,976,904 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,302,886 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $420,211 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $215,886 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $204,325 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,507,211 | 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 | $489,441 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,017,770 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $246,641 | ExcessFromYear4Amt |
| Excess From Year3 | $232,103 | ExcessFromYear3Amt |
| Excess From Year2 | $357,797 | ExcessFromYear2Amt |
| Excess From Year1 | $5,976,904 | ExcessFromYear1Amt |
| Excess From Current Year | $204,325 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT E PATRICELLI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT E PATRICELLI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 HARTFORD ROAD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8605082138 | RecipientPhoneNum |
| Form And Info And Materials | MUST PROVIDE PROOF OF 501(C)(3) PUBLIC CHARITY STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO 501(C)(3) PUBLIC CHARITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADL | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583650 | PC | TO SUPPORT PUBLIC POLICY | $250 |
| ANIMAL ADOPTION CENTER INC | ||||||
| PO BOX 8532 | JACKSON | WY | 83002 | PC | TO SUPPORT SOCIAL SERVICES | $7,500 |
| BALLET THEATER COMPANY | ||||||
| 20 JEFFERSON AVE 7 | WEST HARTFORD | CT | 06110 | PC | TO SUPPORT THE ARTS | $500 |
| BLUE PATH SERVICE DOGS | ||||||
| 946 NY-376 STE 3/4 | WAPPINGERS FALLS | NY | 12590 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $500 |
| BUSHNELL | ||||||
| 166 CAPITOL AVE | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ARTS | $30,000 |
| CANAL DOCK | ||||||
| 475 LONG WHARF DR | NEW HAVEN | CT | 06511 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $2,500 |
| CANAL DOCK BOAT HOUSE | ||||||
| 475 LONG WHARF DR | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE ENVIRONMENT | $500 |
| CT FORUM | ||||||
| 750 MAIN ST | HARTFORD | CT | 06103 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $500 |
| CT MIRROR | ||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT PUBLIC POLICY | $3,000 |
| CT PUBLIC BROADCASTING | ||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $5,000 |
| EFAC | ||||||
| 311 11TH ST | AMBRIDGE | PA | 15003 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $1,100 |
| EFAC | ||||||
| 311 11TH ST | AMBRIDGE | PA | 15003 | PC | TO SUPPORT HIGHER EDUCATION | $1,100 |
| FLORENCE GRISWOLD MUSEUM | ||||||
| 96 LYME ST | OLD LYME | CT | 06371 | PC | TO SUPPORT THE ARTS | $27,500 |
| FLORIDA RURAL WATER ASSOCIATION | ||||||
| 2970 WELLINGTON CIR 101 | TALLAHASSEE | FL | 32309 | PC | TO SUPPORT THE ENVIRONMENT | $250 |
| FORGE CITY WORKS | ||||||
| 227 LAWRENCE STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $1,500 |
| GH ARTS COUNCIL | ||||||
| 100 PEARL ST | HARTFORD | CT | 06103 | PC | TO SUPPORT THE ARTS | $1,000 |
| GOODWIN COLLEGE | ||||||
| 1 RIVERSIDE DRIVE | EAST HARTFORD | CT | 06118 | PC | TO SUPPORT HIGHER EDUCATION | $1,000 |
| GOUCHER COLLEGE | ||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | PC | TO SUPPORT HIGHER EDUCATION | $1,000 |
| GOVERNOR'S PREVENTION PARTNERSHIP | ||||||
| 361 MAIN ST | EAST HARTFORD | CT | 06118 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $2,500 |
| GRAND'ANSE HEALTH | ||||||
| PO BOX 214 | BAY HEAD | NJ | 08742 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $15,000 |
| HABITAT FOR HUMANITY | ||||||
| 824 MEMORIAL DR SE | ATLANTA | GA | 30316 | PC | TO SUPPORT SOCIAL SERVICES | $2,000 |
| HARTFORD ARTISANS WEAVING CENTER | ||||||
| 42 WOODLAND ST | HARTFORD | CT | 06105 | PC | TO SUPPORT THE ARTS | $500 |
| HARTFORD PROMISE | ||||||
| 750 MAIN ST | HARTFORD | CT | 06103 | PC | TO SUPPORT HIGHER EDUCATION | $101,000 |
| HARTFORD PUBLIC LIBRARY | ||||||
| 500 MAIN ST | HARTFORD | CT | 06103 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $20,000 |
| HARTFORD PUBLIC LIBRARY | ||||||
| 500 MAIN ST | HARTFORD | CT | 06103 | PC | TO SUPPORT THE ARTS | $2,750 |
| HARTFORD PUBLIC SCHOOLS | ||||||
| 280 TRUMBULL STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT HIGHER EDUCATION | $1,000 |
| HARTFORD'S GOT TALENT | ||||||
| 349 MAIN STREET | EAST HARTFORD | CT | 06118 | PC | TO SUPPORT THE ARTS | $10,000 |
| HARVARD LAW SCHOOL | ||||||
| 1585 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | PC | TO SUPPORT HIGHER EDUCATION | $250 |
| HOUSE OF BREAD | ||||||
| 27 CHESTNUT ST | HARTFORD | CT | 06120 | PC | TO SUPPORT SOCIAL SERVICES | $1,250 |
| HSO | ||||||
| 166 CAPITOL AVE | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ARTS | $5,000 |
| INTERVAL HOUSE | ||||||
| PO BOX 340207 | HARTFORD | CT | 061340207 | PC | TO SUPPORT SOCIAL SERVICES | $1,500 |
| JALYEN D BERRY FOUNDATION | ||||||
| 400 MAIN STREET | EAST HARTFORD | CT | 06108 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $1,000 |
| JAYLEN D BERRY FOUNDATION INC | ||||||
| 400 MAIN STREET | EAST HARTFORD | CT | 06108 | PC | TO SUPPORT HIGHER EDUCATION | $1,000 |
| JUNIOR ACHIEVEMENT OF SW NEW ENGLAND | ||||||
| 70 FARMINGTON AVE | HARTFORD | CT | 06105 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $1,000 |
| LOAVES AND FISHES | ||||||
| 23 N MAIN ST | ENFIELD | CT | 06082 | PC | TO SUPPORT SOCIAL SERVICES | $250 |
| LOOMIS CHAFFEE SCHOOL | ||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $2,500 |
| MADISON AMBULANCE ASSOCIATION | ||||||
| 9 OLD RTE 79 | MADISON | CT | 06443 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $100 |
| MAPS | ||||||
| 3141 STEVENS CREEK BLVD 40563 | SAN JOSE | CA | 95117 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $20,000 |
| MOMA | ||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | PC | TO SUPPORT THE ARTS | $110 |
| MUSEUM OF NEW MEXICO FOUNDATION | ||||||
| 1411 PASEO DE PERALTA | SANTA FE | NM | 87501 | PC | TO SUPPORT THE ARTS | $70 |
| NATIONAL ACADEMY OF MEDICINE | ||||||
| 500 FIFTH ST NW | WASHINGTON | DC | 20001 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $750 |
| NCCJ | ||||||
| PO BOX 2151 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT SOCIAL SERVICES | $1,000 |
| PLAYHOUSE ON PARK | ||||||
| 244 PARK RD | WEST HARTFORD | CT | 06119 | PC | TO SUPPORT THE ARTS | $2,500 |
| ROCA | ||||||
| 75 CHARTER OAK AVE BLD 1 STE 102 | HARTFORD | CT | 06106 | PC | TO SUPPORT SOCIAL SERVICES | $1,000 |
| RON FOLEY PANCREATIC CANCER FOUNDATION | ||||||
| 836 FARMINGTON AVE 137 | WEST HARTFORD | CT | 06119 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $1,000 |
| SIMSBURY VOLUNTEER AMBULANCE | ||||||
| 4 OLD MILL LANE | SIMSBURY | CT | 06070 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $250 |
| SIMSBURY VOLUNTEER FIRE DEPARTMENT | ||||||
| 871 HOPMEADOW ST | SIMSBURY | CT | 06070 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $250 |
| THE SUNSHINE FUND | ||||||
| 987 CEDAR SWAMP RD | COVENTRY | CT | 06238 | PC | TO SUPPORT SOCIAL SERVICES | $5,000 |
| THEATERWORKS | ||||||
| 233 PEARL ST | HARTFORD | CT | 06103 | PC | TO SUPPORT THE ARTS | $1,000 |
| TUFTS UNIVERSITY FRIEDMAN SCHOOL OF NUTRITION SCIENCE AND POLICY | ||||||
| 150 HARRISON AVE | BOSTON | MA | 02111 | PC | TO SUPPORT HIGHER EDUCATION | $15,000 |
| UCONN FOUNDATION | ||||||
| 2390 ALUMNI DR 3206 | STORRS | CT | 06269 | PC | TO SUPPORT HIGHER EDUCATION | $1,000 |
| UNIVERSITY OF ST JOSEPH | ||||||
| 1678 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | PC | TO SUPPORT HIGHER EDUCATION | $5,111 |
| VASSAR COLLEGE | ||||||
| 124 RAYMOND AVE BOX 12 | POUGHKEEPSIE | NY | 12604 | PC | TO SUPPORT HIGHER EDUCATION | $30,000 |
| WADSWOTH ANTHENUEM | ||||||
| 6000 MAIN STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT THE ARTS | $2,500 |
| WARNER THEATER | ||||||
| 68 MAIN ST | TORINGTON | CT | 06790 | PC | TO SUPPORT THE ARTS | $1,000 |
| WESLEYAN UNIVERSITY | ||||||
| 237 HIGH STREET NORTH COLLEGE | MIDDLETOWN | CT | 06459 | PC | TO SUPPORT HIGHER EDUCATION | $54,870 |
| WHITE HOUSE FELLOWS FOUNDATION | ||||||
| 1750 PENNSYLVANIA AVENUE NW NO 300 | WASHINGTON | DC | 20006 | PC | TO SUPPORT PUBLIC POLICY | $10,000 |
| WORLD AFFAIRS COUNCIL | ||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $1,000 |
| WORLD AFFAIRS COUNCIL | ||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | PC | TO SUPPORT PUBLIC POLICY | $3,500 |
| YANKEE INSTITUTE FOR PUBLIC POLICY | ||||||
| 216 MAIN STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT PUBLIC POLICY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $420,211 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,571 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $200,564 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $276,155 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $276,155 | 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 | ROBERT PATRICELLI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 HARTFORD ROAD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $16,830 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND 1 | $171,782 | $154,801 |
| GUGGENHEIM LIMITED DURAT | $137,612 | $132,675 |
| GUGGENHEIM TOTAL RETURN BOND INSTL | $168,336 | $154,759 |
| ISHARES 0-5 YEAR TIPS ETF | $29,759 | $29,768 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AKRE FOCUS INSTL | $215,524 | $229,704 |
| EDGEWOOD GROWTH INSTL | $322,925 | $261,175 |
| INVESCO DB COMMODITY ETF | $20,057 | $18,955 |
| ISHARES US TREASURY BOND ETF | $222,801 | $219,268 |
| SCHWAB SHORT TERM US ETF | $59,482 | $59,306 |
| SPDR S&P METALS & MINING ETF | $19,701 | $17,939 |
| SPDR S&P 500 GROWTH ETF | $306,768 | $306,392 |
| VANGUARD ENERGY ETF | $40,949 | $38,383 |
| VANGUARD LONG TERM ETF | $88,878 | $88,307 |
| VANGUARD REAL ESTATE ETF | $30,719 | $28,995 |
| VANGUARD SHORT TERM ETF | $130,622 | $130,874 |
| VANGUARD TOTAL STOCK MARKET ETF | $1,450,879 | $1,854,978 |
| VANGUARD VALUE ETF | $431,240 | $443,068 |
| VICTORY SYCAMORE ESTABLI | $305,210 | $296,784 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE CREDIT III OFFSHORE, LP | AT COST | $195,129 | $254,213 |
| PRIVATE CREDIT IV OFFSHORE, LP | AT COST | $177,643 | $193,298 |
| PRIVATE EQUITY VI OFFSHORE, LP | AT COST | $111,175 | $224,497 |
| PRIVATE EQUITY VII OFFSHORE, LP | AT COST | $85,943 | $94,244 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REDEMPTION RECEIVABLE | Desc |
| BOY Book Value | $1,133,760 | BOYBookValueAmt |
| EOY Book Value | $932,387 | EOYBookValueAmt |
| EOYFMV | $932,387 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $3,220 | $0 | $0 |
| CONSULTING | $40,000 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $23,211 | $23,211 | $0 |
Comments