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ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC (EIN 06-1487230)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202311359349102461
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T10:18:04-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLENBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line129 SOUTH MAIN STREET 4TH FLOORAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061487230EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT & MARGARET PATRICELLI FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone8606783401PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line177 HARTFORD ROADAddressLine1Txt
CitySIMSBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06076ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT E PATRICELLIPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone8606783401PhoneNum
Signature2023-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastPATRICELLIPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW LATTIMERPreparerPersonNm
PTINP00368790PTIN
Phone8605614000PhoneNum
Preparation2023-05-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,042,115FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,702,030ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$160InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$160InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$94,372DividendsRevAndExpnssAmt
Dividends Net Invst Incm$94,372DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,548,373NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,943,925GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,548,373CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,344,935TotalRevAndExpnssAmt
Total Net Invst Incm$1,642,905TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,963AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$36,185OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$78TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35,320OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35,230OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$81,546TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,230TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,976,904ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,976,904ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,058,450TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,230TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,976,904TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,286,485ExcessRevenueOverExpensesAmt
Net Investment Income$1,602,675NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$576,157CashBOYAmt
Cash EOY$253,467CashEOYAmt
Cash EOYFMV$253,467CashEOYFMVAmt
Sav And Temp Cash Invst BOY$22,444SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$25,626SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$25,626SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,293,019CorporateStockBOYAmt
Corporate Stock EOY$3,523,000CorporateStockEOYAmt
Corporate Stock EOYFMV$3,489,858CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,273,922CorporateBondsBOYAmt
Corporate Bonds EOY$565,748CorporateBondsEOYAmt
Corporate Bonds EOYFMV$506,011CorporateBondsEOYFMVAmt
Other Investments BOY$1,351,716OtherInvestmentsBOYAmt
Other Investments EOY$472,031OtherInvestmentsEOYAmt
Other Investments EOYFMV$633,393OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$1,133,760OtherAssetsEOYAmt
Other Assets EOYFMV$1,133,760OtherAssetsEOYFMVAmt
Total Assets BOY$5,517,258TotalAssetsBOYAmt
Total Assets EOY$5,973,632TotalAssetsEOYAmt
Total Assets EOYFMV$6,042,115TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,517,258CapitalStockBOYAmt
Capital Stock EOY$5,973,632CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,517,258TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,973,632TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,517,258TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,973,632TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,517,258TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,286,485ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,803,743SubtotalAmt
Other Decreases$830,111OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,973,632TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CAP GAINS - SCHWABP$2,476,075$938,710$1,537,365$1,537,365
MULTI-SECTOR CREDITP$983,173$960,000$23,173$23,173
ABSOLUTE RETURN STRATEGIESP$105,719$100,000$5,719$5,719
CAP GAINS - SCHWABP$1,318,484$1,396,842-$78,358-$78,358
CAPITAL GAINS DIVIDENDSP$60,474$60,474$60,474
FieldValueIRS element (for citing)
Capital Gain Net Income$1,548,373CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,277InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$22,277SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$22,277TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,263EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$25,263TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,986OverpaymentAmt
Applied To ES Tax$2,986AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT E PATRICELLIIndividualWithBooksNm
Phone8606783401PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line177 HARTFORD ROADAddressLine1Txt
CitySIMSBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06076ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGARET S PATRICELLI
77 HARTFORD ROADSIMSBURYCT06070PRESIDENT6.00$0$0$0
ROBERT E PATRICELLI
77 HARTFORD ROADSIMSBURYCT06070CHAIRMAN3.00$0$0$0
THOMAS R PATRICELLI
77 HARTFORD ROADSIMSBURYCT06070DIRECTOR0.50$0$0$0
ALISON J PATRICELLI
77 HARTFORD ROADSIMSBURYCT06070DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$253,955AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,909AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$288,864TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$288,864AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,333CashDeemedCharitableAmt
Net Vl Noncharitable Assets$284,531NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,227MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,227MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,277TaxBasedOnInvestmentIncomeAmt
Total Tax$22,277TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,976,904ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,976,904QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$269,175ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$489,441ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$246,641ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$232,103ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$357,797ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,595,157TotalExcessDistributionCyovAmt
Qualifying Distributions$5,976,904QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,976,904RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,572,061TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$269,175ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,302,886ExcessDistriCyovToNextYrAmt
Excess From Year4$489,441ExcessFromYear4Amt
Excess From Year3$246,641ExcessFromYear3Amt
Excess From Year2$232,103ExcessFromYear2Amt
Excess From Year1$357,797ExcessFromYear1Amt
Excess From Current Year$5,976,904ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT E PATRICELLIContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT E PATRICELLIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line177 HARTFORD ROADAddressLine1Txt
CitySIMSBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06076ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8606783401RecipientPhoneNum
Form And Info And MaterialsMUST PROVIDE PROOF OF 501(C)(3) PUBLIC CHARITY STATUS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE LIMITED TO 501(C)(3) PUBLIC CHARITIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANIMAL ADOPTION CENTER INC
PO BOX 8532JACKSONWY83002PCTO SUPPORT SOCIAL SERVICES$10,000
CT SCIENCE CENTER
250 COLUMBUS BLVDHARTFORDCT06103PCTO SUPPORT SOCIAL SERVICES$2,500
METROPOLITAN OPERA GUILD
30 LINCOLN CENTER PLAZANEW YORKNY10023PCTO SUPPORT SOCIAL SERVICES$500
BALET THEATER COMPANY
20 JEFFERSON AVE 7WEST HARTFORDCT06110PCTO SUPPORT SOCIAL SERVICES$2,750
BUSHNELL
166 CAPITOL AVEHARTFORDCT06106PCTO SUPPORT THE ARTS$50,000
JEWISH COMMUNITY FOUNDATION
333 BLOOMFIELD AVE DWEST HARTFORDCT06117PCTO SUPPORT THE ARTS$250
CARING FOR MILITAY FAMILIES - THE ELIZABETH DOLE FOUNDATION
600 NEW HAMPSHIRE AVENUE NWWASHINGTONDC20037PCTO SUPPORT HEALTHCARE INITIATIVES$5,000
WADSWOTH ANTHENUEM
6000 MAIN STREETHARTFORDCT06103PCTO SUPPORT ELEMENTARY & SECONDARY EDUCATION$2,500
HARTFORD'S GOT TALENT
349 MAIN STREETEAST HARTFORDCT06118PCTO SUPPORT PUBLIC POLICY$104,500
CT MIRROR
1049 ASYLUM AVENUEHARTFORDCT06105PCTO SUPPORT COMMUNITY DEVELOPMENT$62,000
CT PUBLIC BROADCASTING
1049 ASYLUM AVEHARTFORDCT06105PCTO SUPPORT COMMUNITY DEVELOPMENT$62,000
MADISON HOSE COMPANY
655 BOSTON POST RDMADISONCT06443PCTO SUPPORT SOCIAL SERVICES$100
SHINING HOPE FOR COMMUNITIES
11 PARK PLACENEW YORKNY10007PCTO SUPPORT ELEMENTARY & SECONDARY EDUCATION$105,000
CHATHAM FIRE ASSOCIATION
135 DEPOT RDCHATHAMMA02633PCTO SUPPORT COMMUNITY DEVELOPMENT$100
COMMUNITY HEATH SERVICES
500 ALBANY AVENUEHARTFORDCT061202726PCTO SUPPORT SOCIAL SERVICES$500
FLORENCE GRISWOLD MUSEUM
96 LYME STOLD LYMECT06371PCTO SUPPORT THE ARTS$2,000
FLORIDA RURAL WATER ASSOCIATION
2970 WELLINGTON CIR 101TALLAHASSEEFL32309PCTO SUPPORT THE ENVIRONMENT$500
FORE CITY WORKS
227 LAWRENCE STREETHARTFORDCT06106PCTO SUPPORT COMMUNITY DEVELOPMENT$500
FRIENDS OF SAGUARO NATIONAL PARK
2700 NORTH KINNEY ROADTUCSONAZ85743PCTO SUPPORT THE ENVIRONMENT$250
GOUCHER COLLEGE
1021 DULANEY VALLEY ROADBALTIMOREMD21204PCTO SUPPORT HIGHER EDUCATION$1,000
ICIVICS
1035 CAMBRIDGE STREETCAMBRIDGEMA02141PCTO SUPPORT THE ARTS$500
HARTFORD HOSPITAL
80 SEYMOUR STREETHARTFORDCT06106PCTO SUPPORT HEALTHCARE INITIATIVES$5,000
SCHLITZ AUDUBON NATURE CENTER
1111 E BROWN DEER RDBAYSIDEWI53217PCTO SUPPORT ELEMENTARY & SECONDARY EDUCATION$500
HARTFORD PUBLIC LIBRARY
500 MAIN STHARTFORDCT06103PCTO SUPPORT THE ARTS$7,654
ELIZABETH PARK CONSERVATORY
1561 ASYLUM AVEWEST HARTFORDCT06117PCTO SUPPORT THE ENVIRONMENT$600,000
HARTFORD SYMPHONY ORCHESTRA
166 CAPITOL AVEHARTFORDCT06106PCTO SUPPORT THE ARTS$20,000
SIMSBURY LAND TRUST
10 PHELPS LANESIMSBURYCT06070PCTO SUPPORT THE ENVIRONMENT$250
GRAN ANSE HEALTH
PO BOX 214BAY HEADNJ08742PCTO SUPPORT HEALTH CARE$25,000
HERB SOCIETY OF AMERICA
9019 KIRTLAND CHARDON ROADWILOUGHBYOH44094PCTO SUPPORT THE ENVIRONMENT$500
NATIONAL ACADEMY OF MEDICINE
500 FIFTH ST NWWASHINGTONDC20001PCTO SUPPORT SOCIAL SERVICES$2,500
JAYLEN D BERRY FOUNDATION INC
400 MAIN STREETEAST HARTFORDCT06108PCTO SUPPORT HIGHER EDUCATION$2,500
SHATTERPROOF
101 MERRITT 7NORWALKCT06851PCTO SUPPORT HEALTH CARE$2,500
LOOMIS CHAFFEE SCHOOL
4 BATCHELDER RDWINDSORCT06095PCTO SUPPORT ELEMENTRY & SECONDARY EDUCATION$5,000
WOMEN'S HEALTH RESERACH AT YALE
433 TEMPLE STREETNEW HAVENCT06511PCTO SUPPORT COMMUNITY DEVELOPMENT$500
MAPS
3141 STEVENS CREEK BLVD 40563SAN JOSECA95117PCTO SUPPORT ELEMENTARY & SECONDARY EDUCATION$20,000
GOODWIN COLLEGE
1 RIVERSIDE DRIVEEAST HARTFORDCT06118PCTO SUPPORT COMMUNITY DEVELOPMENT$2,500
HEALING MEALS COMMUNITY PROJECT
140 NOD ROADSIMSBURYCT06070PCTO SUPPORT SOCIAL SERVICES$1,000
ENDOW HARTFORD 21
333 BLOOMFIELD AVE DWEST HARTFORDCT06117PCTO SUPPORT SOCIAL SERVICES$250
NEW BRITAIN MUSEUM
56 LEXINGTON STNEW BRITAINCT06052PCTO SUPPORT THE ARTS$270
HARTFORD PUBLIC FOR GIVING FOUNDATION
10 COLUMBUS BLVDHARTFORDCT06106PCTO SUPPORT COMMUNITY DEVELOPMENT$4,702,030
OCEAN EXPLORATION TRUST
613 WILLIAMS STREETNEW LONDONCT06320PCTO SUPPORT HIGHER EDUCATION$50,000
OLD DRAKE HILL FLOWER BRIDGE
PO BOX 314WEST SIMSBURYCT06092PCTO SUPPORT COMMUNITY DEVELOPMENT$500
RON FOLEY PANCREATIC CANCER FOUNDATION
836 FARMINGTON AVE 137WEST HARTFORDCT06119PCTO SUPPORT HEALTHCARE INITIATIVES$1,000
SAN JOSE PUBLIC LIBRARY
150 E SAN FERNANDO STSAN JOSECA95112PCTO SUPPORT THE ARTS$500
SIMSBURY ABC PROGRAM
835 HOPMEADOW STREETSIMSBURYCT06070PCTO SUPPORT ELEMENTARY & SECONDARY EDUCATION$250
SIMSBURY PUBLIC LIBRARY
725 HOPMEADOW STREETSIMSBURYCT06070PCTO SUPPORT THE ARTS$250
SIMSBURY VOLUNTEER AMBULANCE
4 OLD MILL LANESIMSBURYCT06070PCTO SUPPORT HEALTHCARE INITIATIVES$500
TUFTS UNIVERSITY FRIEDMAN SCHOOL OF NUTRITION SCIENCE AND POLICY
150 HARRISON AVEBOSTONMA02111PCTO SUPPORT HIGHER EDUCATION$46,000
VASSAR COLLEGE
124 RAYMOND AVE BOX 12POUGHKEEPSIENY12604PCTO SUPPORT HIGHER EDUCATION$25,000
WESLEYAN UNIVERSITY
237 HIGH STREET NORTH COLLEGEMIDDLETOWNCT06459PCTO SUPPORT HIGHER EDUCATION$30,000
WHITE HOUSE FELLOWS FOUNDATION
1750 PENNSYLVANIA AVENUE NW NO 300WASHINGTONDC20006PCTO SUPPORT PUBLIC POLICY$2,500
YANKEE INSTITUTE FOR PUBLIC POLICY
216 MAIN STREETHARTFORDCT06106PCTO SUPPORT PUBLIC POLICY$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,976,904TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$160ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94,372ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,548,373ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,642,905ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,642,905TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT PATRICELLIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line177 HARTFORD ROADAddressLine1Txt
CitySIMSBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06076ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,702,030TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
16560 SHARES APPLE, INC$1,182,9652021-12-27
111372 SHARES NVIDA CORP$3,519,0652021-12-27

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$9,963Amt
Net Investment Income$5,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES 3-7 YEAR TREASURY BOND ETF$199,473$179,607
DOUBLELINE TOTAL RETURN BOND 1$145,999$126,906
GUGGENHEIM TOTAL RETURN BOND INSTL$139,487$123,779
GUGGENHEIM LIMITED DURAT$80,789$75,719

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD TOTAL STOCK MARKET ETF$1,478,403$1,602,516
VANGUARD VALUE ETF$441,914$417,268
AKRE FOCUS INSTL$159,579$146,264
EDGEWOOD GROWTH INSTL$334,379$231,863
SPDR S&P 500 GROWTH$290,942$241,691
SPYGLASS GROWTH INSTITUT$219,688$117,987
VANGUARD TOTAL STOCK MARKET EQUITY FUND$92,739$269,581
VICTORY SYCAMORE ESTABLI$402,861$367,447
BRANDYWINE GLOBAL$29,301$26,922
PIMCO INCOME$37,373$34,078
VOYA SECURITIZED CREDIT$35,821$34,241

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PRIVATE CREDIT III OFFSHORE, LPAT COST$188,419$225,468
PRIVATE EQUITY VI OFFSHORE, LPAT COST$98,740$205,886
PRIVATE EQUITY VII OFFSHORE, LPAT COST$64,116$75,310
PRIVATE CREDIT IV OFFSHORE, LPAT COST$120,756$126,729

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescREDEMPTION RECEIVABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,133,760EOYBookValueAmt
EOYFMV$1,133,760EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR STOCK CONTRIBUTED IN AND THEN CONTRIBUTED OUTDesc
Amt$830,111Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$35,320RevenueAndExpensesPerBooksAmt
Net Investment Income$35,230NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$36,185Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$78Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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