ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC (EIN 06-1487230)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202211339349100036
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T08:03:25-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | PATRICELLI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW LATTIMER | PreparerPersonNm |
| PTIN | P00368790 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2022-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,822,929 | 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 | $294,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $310 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $310 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $96,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,977,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,756 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $424,228 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,228 | 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 | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $20,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,317 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,317 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,317 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $667,748 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $667,748 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $718,065 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,317 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $672,748 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$293,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,911 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,141,002 | CashBOYAmt |
| Cash EOY | $576,157 | CashEOYAmt |
| Cash EOYFMV | $576,157 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $366,360 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,444 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,444 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $100,000 | RcvblFromOfficersBOYAmt |
| Corporate Stock BOY | $1,598,293 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,293,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,512,232 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,311,281 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,273,922 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,278,581 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,294,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,351,716 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,433,515 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,811,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,517,258 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,822,929 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,811,095 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,517,258 | 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 | $5,811,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,517,258 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,811,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,517,258 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,811,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$293,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,517,258 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,517,258 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GAIN FROM SCS INVESTMENTS | $527,650 | $500,000 | $27,650 | $27,650 | |
| PUBLICLY TRADED SECURITIES | $1,443,785 | $1,443,923 | -$138 | -$138 | |
| CAPITAL GAINS DIVIDENDS | $6,244 | $6,244 | $6,244 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,756 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,458 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,458 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,458 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,721 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,721 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,263 | OverpaymentAmt |
| Applied To ES Tax | $5,263 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| THOMAS R PATRICELLI | ||||||||
| 77 HARTFORD ROAD | SIMSBURY | CT | 06070 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ALISON J PATRICELLI | ||||||||
| 77 HARTFORD ROAD | SIMSBURY | CT | 06070 | 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 | $5,296,879 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,127,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,424,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,424,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,368 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,328,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $316,409 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $316,409 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,458 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,458 | TotalTaxAmt |
| Distributable Before Adj | $314,951 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $314,951 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $314,951 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $672,748 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $672,748 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $672,748 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $314,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $229,835 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $269,175 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $489,441 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $246,641 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $232,103 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,467,195 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $672,748 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $314,951 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $357,797 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,824,992 | 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 | $229,835 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,595,157 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $269,175 | ExcessFromYear4Amt |
| Excess From Year3 | $489,441 | ExcessFromYear3Amt |
| Excess From Year2 | $246,641 | ExcessFromYear2Amt |
| Excess From Year1 | $232,103 | ExcessFromYear1Amt |
| Excess From Current Year | $357,797 | 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 | 8606783401 | 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 (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OLD DRAKE HILL FLOWER BRIDGE | ||||||
| PO BOX 314 | WEST SIMSBURY | CT | 06092 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $65 |
| MAIN STREET COMMUNITY FOUNDATION | ||||||
| 120 HALCYON DRIVE | BRISTOL | CT | 06010 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $2,500 |
| NEW ENGLAND PUBLIC MEDIA | ||||||
| 1525 MAIN STREET | SPRINGFIELD | MA | 01103 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $250 |
| METCALF COMMUNITY BRIDGES OF MILWAUKEE | ||||||
| 3624 W NORTH AVENUE | MILWAUKEE | WI | 53208 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $300 |
| THE BIG DEEP RIGHT TO WATER PROJECT | ||||||
| 3308 DESCANSO DRIVE | LOS ANGELES | CA | 90026 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $1,000 |
| BUSHNELL PARK FOUNDATION | ||||||
| 99 TRINITY STREET | HARTFORD | CT | 06123 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $1,000 |
| CT MIRROR | ||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $2,500 |
| CT PUBLIC BROADCASTING | ||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $52,500 |
| FORE CITY WORKS | ||||||
| 227 LAWRENCE STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $250 |
| RESET | ||||||
| PO BOX 9400 | WASHINGTON | DC | 20016 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $1,000 |
| THE BOYS AND GIRLS CLUBS OF HARTFORD | ||||||
| 170 SIGOURNEY STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT ELEMANTARY & SECONDARY EDUCATION | $25,000 |
| SIMSBURY ABC PROGRAM | ||||||
| 835 HOPMEADOW STREET | SIMSBURY | CT | 06070 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $250 |
| HARTFORD YOUTH SCHOLARS | ||||||
| 129 ALLEN PLACE | HARTFORD | CT | 06106 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $500 |
| COMMUNITY FIRST SCHOOL | ||||||
| 50 LOVE LANDE | HARTFORD | CT | 06112 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $500 |
| MAPS | ||||||
| 3141 STEVENS CREEK BLVD 40563 | SAN JOSE | CA | 95117 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $20,000 |
| EDUCATION FOR ALL CHILDREN | ||||||
| 601 ISLINGTON ST 206 | PORTSMOUTH | NH | 03801 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $2,500 |
| JUNIOR ACHIEVEMENT | ||||||
| 70 FARMINGTON AVE | HARTFORD | CT | 06105 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $3,500 |
| HARTFORD PROMISE | ||||||
| 750 MAIN STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $133,333 |
| LOOMIS CHAFFEE SCHOOL | ||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | PC | TO SUPPORT ELEMENTRY & SECONDARY EDUCATION | $10,000 |
| CARING FOR MILITAY FAMILIES - THE ELIZABETH DOLE FOUNDATION | ||||||
| 600 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20037 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $2,500 |
| HARTFORD HOSPITAL | ||||||
| 80 SEYMOUR STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $5,000 |
| SIMSBURY VOLUNTEER AMBULANCE | ||||||
| 4 OLD MILL LANE | SIMSBURY | CT | 06070 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $250 |
| RON FOLEY PANCREATIC CANCER FOUNDATION | ||||||
| 836 FARMINGTON AVE 137 | WEST HARTFORD | CT | 06119 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $11,000 |
| HARVARD LAW SCHOOL | ||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02114 | PC | TO SUPPORT HIGHER EDUCATION | $250 |
| JAYLEN D BERRY FOUNDATION INC | ||||||
| 400 MAIN STREET | EAST HARTFORD | CT | 06108 | PC | TO SUPPORT HIGHER EDUCATION | $5,000 |
| OCEAN EXPLORATION TRUST | ||||||
| 613 WILLIAMS STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT HIGHER EDUCATION | $100,000 |
| VASSAR COLLEGE | ||||||
| 124 RAYMOND AVE BOX 12 | POUGHKEEPSIE | NY | 12604 | PC | TO SUPPORT HIGHER EDUCATION | $25,000 |
| WESLEYAN UNIVERSITY | ||||||
| 237 HIGH STREET NORTH COLLEGE | MIDDLETOWN | CT | 06459 | PC | TO SUPPORT HIGHER EDUCATION | $60,000 |
| TUFTS UNIVERSITY FRIEDMAN SCHOOL OF NUTRITION SCIENCE AND POLICY | ||||||
| 150 HARRISON AVE | BOSTON | MA | 02111 | PC | TO SUPPORT HIGHER EDUCATION | $40,000 |
| GOUCHER COLLEGE | ||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | PC | TO SUPPORT HIGHER EDUCATION | $1,000 |
| CT FORUM | ||||||
| 750 MAIN STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT PUBLIC POLICY | $1,500 |
| YANKEE INSTITUTE FOR PUBLIC POLICY | ||||||
| 216 MAIN STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT PUBLIC POLICY | $5,000 |
| WHITE HOUSE FELLOWS FOUNDATION | ||||||
| 1750 PENNSYLVANIA AVENUE NW NO 300 | WASHINGTON | DC | 20006 | PC | TO SUPPORT PUBLIC POLICY | $1,000 |
| WORLD AFFAIRS COUNCILS OF AMERICA | ||||||
| 1010 VERMONT AVENUE NW SUITE 516 | WASHINGTON | DC | 20005 | PC | TO SUPPORT PUBLIC POLICY | $2,500 |
| AURORA WOMEN AND GIRLS FOUNDATION | ||||||
| 1678 ASYLUM AVENUE UNIT 216 | WEST HARTFORD | CT | 06117 | PC | TO SUPPORT SOCIAL SERVICES | $500 |
| AUER FARM | ||||||
| 198-34 AUER FARM ROAD | BLOOMFIELD | CT | 06002 | PC | TO SUPPORT SOCIAL SERVICES | $500 |
| FIDELCO GUIDE DOG FOUNDATION | ||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | PC | TO SUPPORT SOCIAL SERVICES | $250 |
| HOUSE OF BREAD INC | ||||||
| 1453 MAIN STREET | HARTFORD | CT | 061202726 | PC | TO SUPPORT SOCIAL SERVICES | $500 |
| ELEANOR ROOSEVELT CENTER AT VAL-KILL | ||||||
| 54 VALKILL PARK ROAD | HYDE PARK | NY | 12538 | PC | TO SUPPORT SOCIAL SERVICES | $250 |
| ASPEN CAMP OF THE DEAF AND HARD OF HEARING | ||||||
| 4862 SNOWMASS CREEK ROAD | SNOWMASS | CO | 81654 | PC | TO SUPPORT SOCIAL SERVICES | $2,500 |
| ANIMAL ADOPTION CENTER INC | ||||||
| PO BOX 8532 | JACKSON | WY | 83002 | PC | TO SUPPORT SOCIAL SERVICES | $10,000 |
| NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE | ||||||
| 820 PROSPECT HILL RD | WINDSOR | CT | 06095 | PC | TO SUPPORT SOCIAL SERVICES | $500 |
| DASHAWAY BOYS AND GIRLS CLUB | ||||||
| 170 SIGOURNEY STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT SOCIAL SERVICES | $1,000 |
| MEWE INTERNATIONAL INC | ||||||
| 601 VIRGINIA AVENUE | SUWANEE | GA | 30024 | PC | TO SUPPORT SOCIAL SERVICES | $10,000 |
| HARTFORD STAGE | ||||||
| 50 CHURCH ST | HARTFORD | CT | 06103 | PC | TO SUPPORT THE ARTS | $10,000 |
| NEW BRITAIN MUSEUM | ||||||
| 56 LEXINGTON ST | NEW BRITAIN | CT | 06052 | PC | TO SUPPORT THE ARTS | $1,000 |
| HARTFORD SYMPHONY ORCHESTRA | ||||||
| 166 CAPITOL AVE | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ARTS | $28,000 |
| BUSHNELL | ||||||
| 166 CAPITOL AVE | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ARTS | $56,000 |
| FLORENCE GRISWOLD MUSEUM | ||||||
| 96 LYME ST | OLD LYME | CT | 06371 | PC | TO SUPPORT THE ARTS | $1,000 |
| HARTFORD PUBLIC LIBRARY | ||||||
| 500 MAIN ST | HARTFORD | CT | 06103 | PC | TO SUPPORT THE ARTS | $26,000 |
| SAN JOSE PUBLIC LIBRARY | ||||||
| 150 E SAN FERNANDO ST | SAN JOSE | CA | 95112 | PC | TO SUPPORT THE ARTS | $250 |
| GREENWICH HISTORICAL SOCIETY | ||||||
| 47 STRICKLAND ROAD | COS COB | CT | 06807 | PC | TO SUPPORT THE ARTS | $300 |
| SIMSBURY PUBLIC LIBRARY | ||||||
| 725 HOPMEADOW STREET | SIMSBURY | CT | 06070 | PC | TO SUPPORT THE ARTS | $1,000 |
| FLORIDA RURAL WATER ASSOCIATION | ||||||
| 2970 WELLINGTON CIR 101 | TALLAHASSEE | FL | 32309 | PC | TO SUPPORT THE ENVIRONMENT | $250 |
| FRIENDS OF SAGUARO NATIONAL PARK | ||||||
| 2700 NORTH KINNEY ROAD | TUCSON | AZ | 85743 | PC | TO SUPPORT THE ENVIRONMENT | $250 |
| SAVE THE REDWOODS LEAGUE | ||||||
| 111 SUTTER ST 11TH FLOOR | SAN FRANSISCO | CA | 94104 | PC | TO SUPPORT THE ENVIRONMENT | $250 |
| HERB SOCIETY OF AMERICA | ||||||
| 9019 KIRTLAND CHARDON ROAD | WILOUGHBY | OH | 44094 | PC | TO SUPPORT THE ENVIRONMENT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $667,748 | 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 | $310 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,162 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,756 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $130,228 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,228 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT PATRICELLI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 HARTFORD ROAD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $294,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 8,500 SHARES OF VANGUARD TOTAL STOCK | NoncashPropertyDesc |
| Fair Market Value | $268,400 | FairMarketValueAmt |
| Received | 2020-12-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,859.0000 SHS ISHARES 3-7 YEAR TREASURY BOND ETF | $448,250 | $441,452 |
| 37,281.0360 SHS DOUBLELINE TOTAL RETURN BOND 1 | $326,023 | $319,301 |
| 14,498.4620 SHS GUGGENHEIM TOTAL RETURN BOND INSTL | $308,370 | $326,184 |
| GUGGENHEIM LIMITED DURAT | $191,279 | $191,644 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 273.0000 SHS ISHARE S&P 500 GROWTH ETF | $43,593 | $79,421 |
| 7,476.0000 SHS VANGUARD TOTAL STOCK MARKET ETF | $1,135,485 | $1,543,474 |
| 1,149.0000 SHSVANGUARD VALUE ETF | $239,350 | $284,955 |
| 921.0480 SHS AKRE FOCUS INSTL | $77,991 | $95,427 |
| 1,154.0170 SHS EDGEWOOD GROWTH INSTL | $130,687 | $171,425 |
| SPDR S&P 500 GROWTH | $60,273 | $62,151 |
| SPYGLASS GROWTH INSTITUT | $89,800 | $96,572 |
| VANGUARD TOTAL STOCK MARKET EQUITY FUND | $268,400 | $922,355 |
| VICTORY SYCAMORE ESTABLI | $247,440 | $256,452 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 875.054 SHS MULTI-SECTOR CREDIT OFFSHORE, LTD | AT COST | $960,000 | $981,762 |
| PRIVATE CREDIT III OFFSHORE, LP | AT COST | $142,890 | $160,656 |
| 61.759 SHS ABSOLUTE RETURN STRATEGIES-OFFSHORE, LTD | AT COST | $100,000 | $104,897 |
| PRIVATE EQUITY VI OFFSHORE, LP | AT COST | $72,904 | $110,323 |
| PRIVATE EQUITY VII OFFSHORE, LP | AT COST | $37,212 | $37,118 |
| PRIVATE CREDIT IV OFFSHORE, LP | AT COST | $38,710 | $38,759 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $20,317 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,317 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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