WILLIAM AND ALICE MORTENSEN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND ALICE MORTENSEN FOUNDATION (EIN 06-1064150)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-06-15
- IRS object ID
- 202201669349100130
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-15T17:26:59-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060903326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTLESEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 TRUMBULL ST 24TH FL | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061064150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM AND ALICE MORTENSEN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8604617927 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 230212 | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HON ALFRED V COVELLO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8604617927 | PhoneNum |
| Signature | 2022-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HON | PersonFirstNm |
| Person Last | ALFRED V COVELLO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDEN M HEALY | PreparerPersonNm |
| PTIN | P00184008 | PTIN |
| Phone | 8605223111 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,571,143 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $314,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $314,815 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $263,924 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,639,798 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $263,924 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $578,739 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $578,739 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,050 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $525 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $525 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $142,559 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,279 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $71,280 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,599 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,532 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,033 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,336 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,555 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,077,192 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,077,192 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,246,225 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,336 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,154,747 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$667,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $494,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,653 | CashBOYAmt |
| Cash EOY | $5,225 | CashEOYAmt |
| Cash EOYFMV | $5,225 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $867,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $230,695 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $230,700 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,812,901 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,690,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,862,926 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,108,859 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,524,692 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,158,616 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $567,175 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $302,959 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $313,676 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,363,744 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,753,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,571,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,363,744 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,753,734 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,363,744 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,753,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,363,744 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,753,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,363,744 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$667,486 | ExcessRevenueOverExpensesAmt |
| Other Increases | $57,476 | OtherIncreasesAmt |
| Subtotal | $10,753,734 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,753,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| U.S. TRUST | P | 2020-10-13 | 2020-04-08 | $410,529 | $385,425 | $25,104 | $25,104 |
| U.S. TRUST | P | 2020-10-13 | 2015-05-26 | $2,173,782 | $1,990,449 | $183,333 | $183,333 |
| CAPITAL GAIN DISTRIBUTION | P | $55,487 | $55,487 | $55,487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $263,924 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,872 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,872 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,872 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $26 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $124 | EsPenaltyAmt |
| Tax Due | $6,970 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | JUDGE ALFRED V COVELLO | IndividualWithBooksNm |
| Phone | 8604617927 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 MEMORIAL ROAD UNIT 410 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HON ALFRED V COVELLO | ||||||||
| PO BOX 230212 | HARTFORD | CT | 06123 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DR ELLEN W SOLEK | ||||||||
| PO BOX 230212 | HARTFORD | CT | 06123 | SECRETARY | 2.00 | $300 | $0 | $0 |
| ROBERT M HADLEY | ||||||||
| PO BOX 230212 | HARTFORD | CT | 06123 | ASST. SECRETARY/ASST. TREA | 2.00 | $300 | $0 | $0 |
| ROBERT S CARTER JR | ||||||||
| PO BOX 230212 | HARTFORD | CT | 06123 | DIRECTOR | 2.00 | $450 | $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 | $14,495,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $422,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,917,895 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,917,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $223,768 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,694,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $734,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $734,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,872 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,872 | TotalTaxAmt |
| Distributable Before Adj | $727,834 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $727,834 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $727,834 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,154,747 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,154,747 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,154,747 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $727,834 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $77,645 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $347,522 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $214,185 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $481,483 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $638,523 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,759,358 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,154,747 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $727,834 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $426,913 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,186,271 | 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 | $77,645 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,108,626 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $347,522 | ExcessFromYear4Amt |
| Excess From Year3 | $214,185 | ExcessFromYear3Amt |
| Excess From Year2 | $481,483 | ExcessFromYear2Amt |
| Excess From Year1 | $638,523 | ExcessFromYear1Amt |
| Excess From Current Year | $426,913 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | N/A | PROGRAM ASSISTANCE | $5,000 | |
| AURORA WOMEN & GIRLS FOUNDATION | ||||||||
| 1678 ASYLUM AVENUE LYNCH HALL 216 | WEST HARTFORD | CT | 06117 | N/A | N/A | PROGRAM ASSISTANCE | $7,020 | |
| BERKSHIRE OPERA FESTIVAL | ||||||||
| 352 MAIN STREET STE 211 | GREAT BARRINGTON | MA | 01230 | N/A | N/A | PROGRAM ASSISTANCE | $8,650 | |
| BILINGS FORGE COMMUNITY WORKS | ||||||||
| 140 RUSS STREET | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $20,000 | |
| BOYS & GIRLS CLUB OF HARTFORD | ||||||||
| 170 SIGOURNEY STREET | HARTFORD | CT | 06105 | N/A | N/A | PROGRAM ASSISTANCE | $9,000 | |
| BRISTOL SYMPHONY ORCHESTRA | ||||||||
| PO BOX 2154 | BRISTOL | CT | 060112154 | N/A | N/A | PROGRAM ASSISTANCE | $6,505 | |
| BUILDING HEALTHY FAMILIES INC | ||||||||
| 20 HARTFORD ROAD | MANCHESTER | CT | 06040 | N/A | N/A | PROGRAM ASSISTANCE | $4,000 | |
| CEDAR HILL CEMETERY FOUNDATION | ||||||||
| 453 FAIRFIELD AVENUE | HARTFORD | CT | 06114 | N/A | N/A | PROGRAM ASSISTANCE | $7,500 | |
| CHILDREN'S MUSEUM INC | ||||||||
| 950 TROUT BROOK DRIVE | WEST HARTFORD | CT | 06119 | N/A | N/A | PROGRAM ASSISTANCE | $5,500 | |
| CHURCH OF ST PETER CLAVER | ||||||||
| 47 PLEASANT STREET | WEST HARTFORD | CT | 06107 | N/A | N/A | PROGRAM ASSISTANCE | $13,386 | |
| CONNECTICUT 4-H FOUNDATION | ||||||||
| 1376 STORRS ROAD | STORRS | CT | 062699006 | N/A | N/A | PROGRAM ASSISTANCE | $3,949 | |
| CONNECTICUT GOLF FOUNDATION | ||||||||
| 35 COLD SPRING ROAD STE 212 | ROCKY HILL | CT | 06067 | N/A | N/A | PROGRAM ASSISTANCE | $2,056 | |
| CONCORA CHORAL ARTISTS | ||||||||
| 233 PEAL STREET | HARTFORD | CT | 06103 | N/A | N/A | PROGRAM ASSISTANCE | $5,000 | |
| CONNECTICUT CHOPIN FOUNDATION | ||||||||
| 26 CHESTNUT CT | ROCKY HILL | CT | 06067 | N/A | N/A | PROGRAM ASSISTANCE | $3,000 | |
| CONNECTICUT TROLLEY | ||||||||
| 58 N ROAD 9606 | EAST WINDSOR | CT | 06088 | N/A | N/A | PROGRAM ASSISTANCE | $6,500 | |
| CONNECTICUT WOMEN'S HALL OF FAME | ||||||||
| 320 FITCH STREET SCHWARTZ HALL - B3 | NEW HAVEN | CT | 06515 | N/A | N/A | PROGRAM ASSISTANCE | $8,095 | |
| CORAM DEO | ||||||||
| 363 LINWOOD STREET | NEW BRITAIN | CT | 06052 | N/A | N/A | PROGRAM ASSISTANCE | $3,600 | |
| CONNECTICUT PUBLIC BROADCASTING NETWORK | ||||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | N/A | N/A | PROGRAM ASSISTANCE | $3,022 | |
| CONNECTICUT RADIO INFORMATION SYSTEM (CRIS) | ||||||||
| 315 WINDSOR AVENUE | WINDSOR | CT | 06095 | N/A | N/A | PROGRAM ASSISTANCE | $15,151 | |
| FRESH START PALLET INC | ||||||||
| 20-28 SARGEANT STREET | HARTFORD | CT | 06105 | N/A | N/A | PROGRAM ASSISTANCE | $10,268 | |
| CONNECTICUT VETERANS LEGAL CENTER | ||||||||
| 114 BOSTON POST ROAD 2ND FLOOR | WEST HAVEN | CT | 06516 | N/A | N/A | PROGRAM ASSISTANCE | $22,096 | |
| CONNECTICUT HUMANE SOCIETY | ||||||||
| 701 RUSSELL ROAD | NEWINGTON | CT | 06111 | N/A | N/A | PROGRAM ASSISTANCE | $10,499 | |
| CONNECTIKIDS INC | ||||||||
| 814 ASYLUM AVENUE | HARTFORD | CT | 06105 | N/A | N/A | PROGRAM ASSISTANCE | $10,000 | |
| CORNELIA DE LANGE SYNDROME FOUNDATION | ||||||||
| 302 WEST MAIN STREET 100 | AVON | CT | 06001 | N/A | N/A | PROGRAM ASSISTANCE | $4,468 | |
| CT HISTORICAL SOCIETY | ||||||||
| 1 ELIZABETH STREET | HARTFORD | CT | 06105 | N/A | N/A | PROGRAM ASSISTANCE | $50,000 | |
| CT RIVERS COUNCIL BSA | ||||||||
| 60 DARLIN STREET | EAST HARTFORD | CT | 06108 | N/A | N/A | PROGRAM ASSISTANCE | $15,000 | |
| CONNECTICUT SCIENCE CENTER | ||||||||
| 250 COLUMBUS BLVD | HARTFORD | CT | 06103 | N/A | N/A | PROGRAM ASSISTANCE | $3,377 | |
| ELIZABETH PARK CONSERVANCY INC | ||||||||
| 1561 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | N/A | N/A | PROGRAM ASSISTANCE | $10,000 | |
| FIRST NIGHT HARTFORD | ||||||||
| 83 STEELE ROAD | WEST HARTFORD | CT | 06119 | N/A | N/A | PROGRAM ASSISTANCE | $15,151 | |
| GOODSPEED OPERA HOUSE FOUNDATION | ||||||||
| PO BOX A | EAST HADDAM | CT | 06423 | N/A | N/A | PROGRAM ASSISTANCE | $5,000 | |
| GRACE ACADEMY INC | ||||||||
| 277 MAIN STRET | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $10,000 | |
| HARC | ||||||||
| 900 ASYLUM AVENUE | HARTFORD | CT | 06105 | N/A | N/A | PROGRAM ASSISTANCE | $10,000 | |
| HARTFORD ARTISANS WEAVING CENTER | ||||||||
| 42 WOODLAND STREET | HARTFORD | CT | 06105 | N/A | N/A | PROGRAM ASSISTANCE | $6,000 | |
| HARTFORD CHORALE INC | ||||||||
| 233 PEARL STREET SUITE 17 | HARTFORD | CT | 06103 | N/A | N/A | PROGRAM ASSISTANCE | $10,000 | |
| HARTFORD PERFORMS | ||||||||
| 75 CHARTER OAK AVENUE BUILDING 1 | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $8,000 | SUITE 208 |
| HARTFORD PUBLIC LIBRARY | ||||||||
| 500 MAIN STREET | HARTFORD | CT | 06103 | N/A | N/A | PROGRAM ASSISTANCE | $5,200 | |
| HARTFORD SYMPHONY ORCHESTRA | ||||||||
| 166 CAPITOL AVENUE | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $20,790 | |
| HEALING MEALS FOUNDATION CORPORATION | ||||||||
| 140 NOD ROAD | SIMSBURY | CT | 06070 | N/A | N/A | PROGRAM ASSISTANCE | $12,000 | |
| HORIZONS AT ETHEL WAKER | ||||||||
| 230 BUSHY HILL ROAD | SIMSBURY | CT | 06070 | N/A | N/A | PROGRAM ASSISTANCE | $19,661 | |
| HORIZONS INC | ||||||||
| 13 DEREK ROAD | STORRS | CT | 06268 | N/A | N/A | PROGRAM ASSISTANCE | $5,000 | |
| INTERVAL HOUSE | ||||||||
| PO BOX 340207 | HARTFORD | CT | 06134 | N/A | N/A | PROGRAM ASSISTANCE | $4,300 | |
| HEBREW HEALTH CARE INC | ||||||||
| 1 ABRAHMS BLVD | WEST HARTFORD | CT | 06117 | N/A | N/A | PROGRAM ASSISTANCE | $1,990 | |
| JUDY DWORDIN PERFORMANCE PROJECT INC | ||||||||
| 75 CHARTER OAK AVENUE ONE SUITE 206 | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $5,000 | |
| KLINGBERG FAMILY CENTERS | ||||||||
| 370 LINWOOD STREET | NEW BRITAIN | CT | 06052 | N/A | N/A | PROGRAM ASSISTANCE | $20,000 | |
| KNOX PARKS FOUNDATION INC | ||||||||
| 75 LAUREL STREET | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $12,000 | |
| LEADERSHIP GREATER HARTFORD | ||||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $14,935 | |
| HORACE BUSHNELL MEMORIAL HALL | ||||||||
| 166 CAPITOL AVENUE | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $150,000 | |
| MARK TWAIN HOUSE | ||||||||
| 351 FARMINGTON AVENUE | HARTFORD | CT | 06105 | N/A | N/A | PROGRAM ASSISTANCE | $50,000 | |
| MUSIC AT THE RED DOOR INC | ||||||||
| 679 FARMINGTON AVENUE | WEST HARTFORD | CT | 06119 | N/A | N/A | PROGRAM ASSISTANCE | $3,285 | |
| MALTA HOUSE OF CARE FOUNDATION | ||||||||
| 19 WOODLAND STREET 21 | HARTFORD | CT | 06105 | N/A | N/A | PROGRAM ASSISTANCE | $37,500 | |
| NEW ENGLAND AIR MUSEUM | ||||||||
| 36 PERIMETER ROAD | WINDSOR LOCKS | CT | 06096 | N/A | N/A | PROGRAM ASSISTANCE | $26,688 | |
| NEW LIFE II | ||||||||
| 49 UNION STREET | NEW BRITAIN | CT | 06052 | N/A | N/A | PROGRAM ASSISTANCE | $4,623 | |
| NORTHSIDE INSTITUTIONS NEIGHBORHOOD ALLIANCE (NINA) | ||||||||
| 20-28 SARGEANT STREET | HARTFORD | CT | 06105 | N/A | N/A | PROGRAM ASSISTANCE | $7,500 | |
| NUTMEG BIG BROTHERSBIG SISTERS | ||||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $13,367 | |
| OPERATION FUEL INC | ||||||||
| 75 CHARTER OAK AVENUE 2-240 | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $15,000 | |
| OUR COMPANIONS ANIMAL SANCTUARY | ||||||||
| 46 FLOETING ROAD | ASHFORD | CT | 06278 | N/A | N/A | PROGRAM ASSISTANCE | $5,000 | |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | ||||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | N/A | N/A | PROGRAM ASSISTANCE | $5,000 | |
| REALART WAYS | ||||||||
| 56 ARBOR STREET | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $2,500 | |
| RUSSELL LIBRARY | ||||||||
| 123 BROAD STREET | MIDDLETOWN | CT | 06457 | N/A | N/A | PROGRAM ASSISTANCE | $52,985 | |
| SALVATION ARMY | ||||||||
| 983 NEW BRITAIN AVENUE | WEST HARTFORD | CT | 06110 | N/A | N/A | PROGRAM ASSISTANCE | $8,000 | |
| SAINT PAUL SCHOOL | ||||||||
| 461 ALLING STREET | KENSINGTON | CT | 06037 | N/A | N/A | PROGRAM ASSISTANCE | $10,000 | |
| SENIORS JOB BANK INC | ||||||||
| 50 SOUTH MAIN STREET SUITE 216 | WEST HARTFORD | CT | 06107 | N/A | N/A | PROGRAM ASSISTANCE | $10,000 | |
| SOUTH PARK INN INC | ||||||||
| 75 MAIN STREET | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $7,500 | |
| UNIVERSITY OF SAINT JOSEPH | ||||||||
| 1678 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | N/A | N/A | PROGRAM ASSISTANCE | $48,361 | |
| WEB-DEANE-SEVENS MUSEUM | ||||||||
| 211 MAIN STREET | WETHERSFIELD | CT | 06109 | N/A | N/A | PROGRAM ASSISTANCE | $14,712 | |
| ST VINCENT DE PAUL | ||||||||
| 34 WILLOW STREET | WATERBURY | CT | 067102003 | N/A | N/A | PROGRAM ASSISTANCE | $5,000 | |
| THE CONNECTICUT GOLF FOUNDATION | ||||||||
| 55 GOLF CLUB ROAD | CROMWELL | CT | 06416 | N/A | N/A | PROGRAM ASSISTANCE | $2,056 | |
| THE IQUILT PLAN | ||||||||
| 31 PRATT STREET 5TH FLOOR | HARTFORD | CT | 06103 | N/A | N/A | PROGRAM ASSISTANCE | $7,500 | |
| THE SALVATION ARMY | ||||||||
| 217 WASHINGTON STREET | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $8,000 | |
| THEATREWORKS | ||||||||
| 233 PEAL STREET | HARTFORD | CT | 06103 | N/A | N/A | PROGRAM ASSISTANCE | $2,190 | |
| TRINITY ACADEMY OF HARTFORD | ||||||||
| 53 VERNON STREET | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $4,903 | |
| TRINITY COLLEGE | ||||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | N/A | N/A | PROGRAM ASSISTANCE | $5,000 | |
| UNIVERSITY OF CONNECTICUT FOUNDATION INC | ||||||||
| 2390 ALUMNI DRIVE U3206 | STORRS | CT | 06269 | N/A | N/A | PROGRAM ASSISTANCE | $64,350 | |
| ALMADA LODGE - TIMES FARM CAMP | ||||||||
| 73 TIMES FARM ROAD | ANDOVER | CT | 06238 | N/A | N/A | PROGRAM ASSISTANCE | $5,000 | |
| HILL-STEAD MUSEUM | ||||||||
| 35 MOUNTAIN ROAD | FARMINGTON | CT | 06032 | N/A | N/A | PROGRAM ASSISTANCE | $43,503 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,077,192 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $314,815 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $263,924 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $578,739 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $578,739 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,750 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED REASON | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | ORIGINALLY-FILED TAX RETURN INCLUDED AN INCORRECT CARRYFORWARD TAX AMOUNT FROM THE PREVIOUS YEAR. TAXPAYER IS AMENDING TO PROPERLY REPORT AMOUNT DUE. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | EQUITIES | BondNm |
| EOY Book Value | $6,524,692 | EOYBookValueAmt |
| EOYFMV | $12,158,616 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIXED INCOME | StockNm |
| EOY Book Value | $3,690,163 | EOYBookValueAmt |
| EOYFMV | $3,862,926 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HEDGE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $302,959 | BookValueAmt |
| EOYFMV | $313,676 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $607 | $0 | $0 |
| INSURANCE | $2,080 | $0 | $0 |
| APPLICATION FEES | $388 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $57,476 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES | CategoryTxt |
| Amt | $142,559 | Amt |
| Net Investment Income | $71,279 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $71,280 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE | $12,532 | $12,532 | $0 |
| FOREIGN TAXES | $4,067 | $0 | $0 |
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