ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC (EIN 06-1487230)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202501349349101355
- Schema version
- 2023v6.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T08:11:51-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | 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 | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW LATTIMER | PreparerPersonNm |
| PTIN | P00368790 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2025-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $6,670,883 | 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 | $97,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,217 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,217 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $274,491 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,830,673 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $274,491 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $457,119 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $359,719 | 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 | $16,517 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,681 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,681 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,727 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,688 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,688 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,688 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $336,113 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $336,113 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $414,726 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $337,801 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,393 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $328,038 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $220,303 | CashBOYAmt |
| Cash EOY | $429,671 | CashEOYAmt |
| Cash EOYFMV | $429,671 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $70,491 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,733 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,733 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,645,755 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,550,939 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,804,903 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $507,489 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $582,502 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $548,052 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $569,890 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $570,837 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $823,524 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $932,387 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,946,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,198,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,670,883 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,946,315 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,198,682 | 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 | $5,946,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,198,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,946,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,198,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,946,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,393 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,988,708 | SubtotalAmt |
| Other Decreases | $790,026 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,198,682 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,830,673 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,556,182 | CostOrOtherBasisAmt |
| Gain Or Loss | $274,491 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $274,491 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $274,491 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,560 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,560 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,560 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $207 | EsPenaltyAmt |
| Overpayment | $4,333 | OverpaymentAmt |
| Applied To ES Tax | $4,333 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 | $4,780,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $823,524 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,810,751 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,810,751 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,161 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,723,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $286,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $286,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,560 | TotalTaxAmt |
| Distributable Before Adj | $281,620 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $281,620 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $281,620 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $337,801 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $337,801 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $281,620 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $246,641 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $232,103 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $357,797 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,976,904 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $204,325 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,017,770 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $337,801 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $281,620 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,181 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,073,951 | 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 | $246,641 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,827,310 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $232,103 | ExcessFromYear4Amt |
| Excess From Year3 | $357,797 | ExcessFromYear3Amt |
| Excess From Year2 | $5,976,904 | ExcessFromYear2Amt |
| Excess From Year1 | $204,325 | ExcessFromYear1Amt |
| Excess From Current Year | $56,181 | 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 (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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 | $4,750 |
| BUSHNELL | ||||||
| 166 CAPITOL AVE | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ARTS | $52,500 |
| CT MIRROR | ||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT PUBLIC POLICY | $35,000 |
| CT PUBLIC BROADCASTING | ||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | PC | TO SUPPORT THE ARTS & PUBLIC POLICY | $35,000 |
| EFAC | ||||||
| 311 11TH ST | AMBRIDGE | PA | 15003 | PC | TO SUPPORT HIGHER EDUCATION | $2,200 |
| FLORENCE GRISWOLD MUSEUM | ||||||
| 96 LYME ST | OLD LYME | CT | 06371 | PC | TO SUPPORT THE ARTS | $1,000 |
| GOUCHER COLLEGE | ||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | PC | TO SUPPORT HIGHER EDUCATION | $500 |
| GRAND'ANSE HEALTH | ||||||
| PO BOX 214 | BAY HEAD | NJ | 08742 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $25,000 |
| HARTFORD ARTISANS WEAVING CENTER | ||||||
| 42 WOODLAND ST | HARTFORD | CT | 06105 | PC | TO SUPPORT THE ARTS | $5,000 |
| HARTFORD PUBLIC LIBRARY | ||||||
| 500 MAIN ST | HARTFORD | CT | 06103 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $10,750 |
| 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 | $25,850 |
| HSO | ||||||
| 166 CAPITOL AVE | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ARTS | $5,000 |
| JUNIOR ACHIEVEMENT OF SW NEW ENGLAND | ||||||
| 70 FARMINGTON AVE | HARTFORD | CT | 06105 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $3,500 |
| 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 |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | PC | TO SUPPORT THE ARTS | $110 |
| NATIONAL ACADEMY OF MEDICINE | ||||||
| 500 FIFTH ST NW | WASHINGTON | DC | 20001 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $250 |
| PLAYHOUSE ON PARK | ||||||
| 244 PARK RD | WEST HARTFORD | CT | 06119 | PC | TO SUPPORT THE ARTS | $2,000 |
| SIMSBURY VOLUNTEER AMBULANCE | ||||||
| 4 OLD MILL LANE | SIMSBURY | CT | 06070 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $100 |
| SIMSBURY VOLUNTEER FIRE DEPARTMENT | ||||||
| 871 HOPMEADOW ST | SIMSBURY | CT | 06070 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $500 |
| THEATERWORKS | ||||||
| 233 PEARL ST | HARTFORD | CT | 06103 | PC | TO SUPPORT THE ARTS | $500 |
| TUFTS UNIVERSITY FRIEDMAN SCHOOL OF NUTRITION SCIENCE AND POLICY | ||||||
| 150 HARRISON AVE | BOSTON | MA | 02111 | PC | TO SUPPORT HIGHER EDUCATION | $5,000 |
| WADSWOTH ANTHENUEM | ||||||
| 6000 MAIN STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT THE ARTS | $5,000 |
| WHITE HOUSE FELLOWS FOUNDATION | ||||||
| 1750 PENNSYLVANIA AVENUE NW NO 300 | WASHINGTON | DC | 20006 | PC | TO SUPPORT PUBLIC POLICY | $1,000 |
| WORLD AFFAIRS COUNCIL | ||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | PC | TO SUPPORT PUBLIC POLICY | $4,000 |
| YANKEE INSTITUTE FOR PUBLIC POLICY | ||||||
| 216 MAIN STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT PUBLIC POLICY | $1,000 |
| ADAPTIVE SPORTS NEW ENGLAND INC | ||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | PC | TO SUPPORT SOCIAL SERVICES | $500 |
| THE AMISTAD CENTER FOR ART AND CULTURE INC | ||||||
| 600 MAIN STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT THE ARTS | $1,000 |
| BUSHNELL PARK CONSERVANCY INC | ||||||
| PO BOX 230778 | HARTFORD | CT | 06123 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $2,500 |
| CINCINNATI NATURE CENTER | ||||||
| 4949 TEALTOWN ROAD | MILFORD | OH | 451509752 | PC | TO SUPPORT THE ENVIRONMENT | $500 |
| CONNECTICUT CHILDREN'S MEDICAL CENTER | ||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 061063322 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $5,000 |
| CONNECTICUT HISTORICAL SOCIETY | ||||||
| ONE ELIZABETH STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT THE ARTS | $250 |
| FRIENDS OF SAGUARO NATIONAL PARK | ||||||
| 2700 N KINNEY RD | TUSCON | AZ | 85743 | PC | TO SUPPORT THE ENVIRONMENT | $250 |
| FRIENDS OF THE SIMSBURY PUBLIC LIBRARY | ||||||
| PO BOX 282 | SIMSBURY | CT | 06070 | SO III NFI | TO SUPPORT THE ARTS | $500 |
| EAST HAVEN PUBLIC LIBRARY INC DBA HAGAMAN MEMORIAL LIBRARY | ||||||
| 227 MAIN ST | EAST HAVEN | CT | 06512 | PC | TO SUPPORT THE ARTS | $250 |
| MADISON HOSE CO 1 INC | ||||||
| 665 BOSTON POST RD | MADISON | CT | 06443 | NC | TO SUPPORT COMMUNITY DEVELOPMENT | $100 |
| RUTGERS UNIVERSITY FOUNDATION | ||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | PC | TO SUPPORT PUBLIC POLICY | $15,000 |
| SAVE THE REDWOODS LEAGUE | ||||||
| 111 SUITER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | PC | TO SUPPOPRT THE ENVIRONMENT | $103 |
| SIMSBURY HISTORICAL SOCIETY INC | ||||||
| 800 HOPMEADOW STREET | SIMSBURY | CT | 06070 | PC | TO SUPPORT THE ARTS | $100 |
| THE KESHI FOUNDATION | ||||||
| 227 DON GASPAR | SANTA FE | NM | 87501 | PC | TO SUPPORT THE ARTS | $250 |
| TRUSTEES OF TRINITY COLLEGE THE | ||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT HIGHER EDUCATION | $1,000 |
| UNIVERSITY OF HARTFORD | ||||||
| 200 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | PC | TO SUPPORT HIGHER EDUCATION | $2,000 |
| VOICES OF HOPE | ||||||
| 466 HEMLOCK CIRCLE SE | ATLANTA | GA | 30316 | PF | TO SUPPPORT SOCIAL SERVICE | $2,000 |
| WATKINSON SCHOOL | ||||||
| 180 BLOOMFIELD AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $250 |
| FARMINGTON VALLEY ARTS COUNCIL | ||||||
| 25 ARTS CENTER LANE | AVON | CT | 06001 | PC | TO SUPPORT THE ARTS | $1,250 |
| SIMSBURY CULTURE PARKS AND RECREATION | ||||||
| 100 OLD FARMS RD | WEST SIMSBURY | CT | 06092 | GOV | TO SUPPORT THE ARTS | $100 |
| HARTFORD COMMUNITIES THAT CARE | ||||||
| 2550 MAIN STREET | HARTFORD | CT | 06120 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $2,500 |
| BOYS AND GIRLS CLUB OF HARTFORD INC | ||||||
| 170 SIGOURNEY STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $125 |
| FARMINGTON RIVER WATERSHED ASSOCIATION INC | ||||||
| 749 HOPMEADOW STREET | SIMSBURY | CT | 06070 | PC | TO SUPPOPRT THE ENVIRONMENT | $250 |
| WOMEN'S HEALTH RESEARCH AT YALE UNIVERSITY SCHOOL OF MEDICINE | ||||||
| PO BOX 208239 | NEW HAVEN | CT | 06520 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $250 |
| DOCTORS WITHOUT BORDERS NEW YORK CHAPTER | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $625 |
| JEWISH FEDERATION OF GREATER HARTFORD | ||||||
| 333 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | PC | TO SUPPORT SOCIAL SERVICES | $25,000 |
| SAN JOSE PUBLIC LIBRARY | ||||||
| PO BOX 611540 | SAN JOSE | CA | 95161 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $150 |
| NARRATIO | ||||||
| 125 CONCORD PLACE | SYRACUSE | NY | 13210 | PC | TO SUPPORT SOCIAL SERVICES | $20,000 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVENUE BP418 | BOSTON | MA | 02215 | PC | TO SUPPORT SOCIAL SERVICES | $300 |
| VOICES OF HOPE | ||||||
| 466 HEMLOCK CIRCLE SE | ATLANTA | GA | 30316 | PF | CORRECTION MADE BY FOUNDATION MANAGER | -$2,000 |
| FRIENDS OF THE SIMSBURY PUBLIC LIBRARY | ||||||
| PO BOX 282 | SIMSBURY | CT | 06070 | SO III NFI | CORRECTION MADE BY FOUNDATION MANAGER | -$500 |
| MADISON HOSE CO 1 INC | ||||||
| 665 BOSTON POST RD | MADISON | CT | 06443 | NC | CORRECTION MADE BY FOUNDATION MANAGER | -$100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $336,113 | 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 | $11 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,217 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $274,491 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $359,719 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $359,719 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $100 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADISON HOSE CO 1 INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | GRANT | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $97,400 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,517 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND 1 | $210,672 | $191,066 |
| GUGGENHEIM LIMITED DURAT | $165,515 | $164,046 |
| GUGGENHEIM TOTAL RETURN BOND INSTL | $206,315 | $192,940 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR S&P 500 GROWTH ETF | $306,768 | $402,413 |
| VANGUARD LONG TERM ETF | $139,266 | $130,876 |
| VANGUARD SHORT TERM ETF | $77,122 | $77,765 |
| VANGUARD TOTAL STOCK MARKET ETF | $1,526,172 | $2,345,260 |
| VANGUARD VALUE ETF | $431,240 | $500,158 |
| VANGUARD INFORMATION | $762,948 | $1,034,979 |
| VANGUARD INTRMDIAT TRM | $307,423 | $313,452 |
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 | $167,983 | $245,343 |
| PRIVATE CREDIT IV OFFSHORE, LP | AT COST | $190,279 | $222,880 |
| PRIVATE EQUITY VI OFFSHORE, LP | AT COST | $112,343 | $240,748 |
| PRIVATE EQUITY VII OFFSHORE, LP | AT COST | $100,232 | $114,553 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REDEMPTION RECEIVABLE | Desc |
| BOY Book Value | $932,387 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $790,026 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $1,688 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,688 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $30,000 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $26,681 | $26,681 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $3,727 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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