J WALTON BISSELL FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- J WALTON BISSELL FOUNDATION INC (EIN 06-1245402)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-27
- IRS object ID
- 202233009349100203
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-27T07:33:46-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061245402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J WALTON BISSELL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JWAL | BusinessNameControlTxt |
| Phone | 8605868201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 370067 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061370067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH D ANTHONY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8605868201 | PhoneNum |
| Signature | 2022-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | ANTHONY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD G SULLIVAN | PreparerPersonNm |
| PTIN | P00579546 | PTIN |
| Phone | 8605223111 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $27,924,766 | 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 | $547,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $547,769 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $407,623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,109,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $407,623 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $955,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $955,392 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $171,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $153,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $9,169 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $917 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $8,252 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,140 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,414 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,726 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,140 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,260 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,963 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,041 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,365 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $26 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $13,439 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,344 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,095 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $418 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $42 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $376 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,285 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,429 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,856 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $291,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,877 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $222,280 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,036,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,036,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,328,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,877 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,258,780 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$372,848 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $906,515 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,718 | CashBOYAmt |
| Cash EOY | $12,607 | CashEOYAmt |
| Cash EOYFMV | $12,607 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $287,868 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,904 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,904 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $20,802,523 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,644,620 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,791,255 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,635 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,635 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $26 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $21,139,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,778,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,924,766 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $275 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $371 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $371 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,830,446 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,830,446 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $17,308,414 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $16,947,314 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,138,860 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,777,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,139,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,778,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,138,860 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$372,848 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,748 | OtherIncreasesAmt |
| Subtotal | $20,777,760 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,777,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,109,900 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,702,277 | CostOrOtherBasisAmt |
| Gain Or Loss | $407,623 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $407,623 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $407,623 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,601 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,601 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,601 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,900 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $51 | EsPenaltyAmt |
| Overpayment | $3,248 | OverpaymentAmt |
| Applied To ES Tax | $3,248 | 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 | WWW.BISSELLFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SARAH D ANTHONY | IndividualWithBooksNm |
| Phone | 8605868201 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 370067 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061370067 | 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 |
|---|---|---|---|---|---|---|---|---|
| SARAH D ANTHONY | ||||||||
| PO BOX 370067 | WEST HARTFORD | CT | 06137 | PRESIDENT & CEO | 40.00 | $135,000 | $14,140 | $0 |
| HYACINTH DOUGLAS-BAILEY | ||||||||
| PO BOX 370067 | WEST HARTFORD | CT | 06137 | DIRECTOR | 1.00 | $18,000 | $0 | $0 |
| LYN G WALKERSHIPMAN GOODWIN LLC | ||||||||
| PO BOX 370067 | WEST HARTFORD | CT | 06137 | DIRECTOR | 1.00 | $9,000 | $0 | $0 |
| RICHARD A BROWN | ||||||||
| PO BOX 370067 | WEST HARTFORD | CT | 06137 | DIRECTOR | 1.00 | $9,000 | $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 | $27,312,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,552 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,535,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,535,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $413,027 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,122,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,356,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,356,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,601 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,601 | TotalTaxAmt |
| Distributable Before Adj | $1,343,505 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,343,505 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,343,505 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,258,780 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,258,780 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,343,505 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $48,982 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,982 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,258,780 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,258,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $48,982 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $48,982 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $35,743 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SARAH D ANTHONY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 370067 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061370067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8605868201 | RecipientPhoneNum |
| Recipient Email Address | BISSELL@BISSELLFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION DOES NOT ACCEPT PAPER GRANT APPLICATIONS. ALL INFORMATION REGARDING TO WHOM APPLICATIONS SHOULD BE DIRECTED, THE FORMAT OF THE APPLICATIONS, AND ANY ADDITIONAL INFORMATION REQUIRED AS WELL AS SUBMISSION DEADLINES CAN BE FOUND AT THE FOUNDATIONS WEBSITE: WWW.BISSELLFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BY MIDNIGHT OF THE DATES PUBLISHED ON THE WEBSITE. WWW.BISSELFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | RECIPIENTS MUST BE ORGANIZATIONS UNDER 501(C)(3) (OTHER THAN PRIVATE FOUNDATIONS) USING FUNDS EXCLUSIVELY WITHIN THE UNITED STATES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACHIEVE HARTFORD INC | |||||||
| 1429 PARK ST UNIT 114 | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ARTISTS COLLECTIVE INCORPORATED | |||||||
| 1200 ALBANY AVENUE | HARTFORD | CT | 06112 | PC | ENSEMBLES; LESSONS; AND RITE OF PASSAGE PROGRAMMING | $25,000 | |
| BUSHNELL PARK FOUNDATION INC | |||||||
| PO BOX 230778 | HARTFORD | CT | 06123 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CAMP COURANT INCORPORATED | |||||||
| PO BOX 207 | HARTFORD | CT | 06141 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CENTER FOR CHILDREN'S ADVOCACY INC | |||||||
| 65 ELIZABETH STREET | HARTFORD | CT | 06105 | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| CHARTER OAK AMATEUR BOXING ACADEMY AND YOUTH DEVELOPMENT PROGRAM | |||||||
| 81 POPE PARK HIGHWAY | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CHARTER OAK TEMPLE RESTORATION ASSOCIATION INC | |||||||
| 21 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| CHILDREN'S LAW CENTER OF CONNECTICUT INC | |||||||
| 30 ARBOR STREET SUITE 208 | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| COMPASS YOUTH COLLABORATIVE INC | |||||||
| 55 AIRPORT ROAD SUITE 201 | HARTFORD | CT | 06114 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CONNECTICUT ASSOCIATION FOR HUMAN SERVICES | |||||||
| 110 BARTHOLOMEW AVENUE SUITE 4020 | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| CONNECTICUT NEWS PROJECT INC | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CONNECTICUT VIRTUOSI CHAMBER ORCHESTRA INC | |||||||
| 19 CHESTNUT STREET | NEW BRITAIN | CT | 06051 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CONNECTICUT WOMEN'S EDUCATIONAL AND LEGAL FUND INC | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-300 | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CONNECTIKIDS INC | |||||||
| 814 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| EBONY HORSEWOMEN INC | |||||||
| 337 VINE STREET | HARTFORD | CT | 06112 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FAMILY LIFE EDUCATION INC | |||||||
| 57 CHARTER OAK AVE SUITE A | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FIRST NIGHT HARTFORD | |||||||
| 1429 PARK ST UNIT 114 | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GRACE ACADEMY INC | |||||||
| 457 MAIN STREET | HARTFORD | CT | 06103 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| GREATER HARTFORD CONSORTIUM FOR HIGHER EDUCATION INC | |||||||
| 349 MAIN STREET 2ND FLOOR | EAST HARTFORD | CT | 06118 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| GREATER HARTFORD FESTIVAL OF JAZZ INC | |||||||
| PO BOX 230760 | HARTFORD | CT | 06123 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HANDS ON HARTFORD INC | |||||||
| 55 BARTHOLOMEW AVENUE | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HARTBEAT ENSEMBLE INC | |||||||
| 360 FARMINGTON AVE | HARTFORD | CT | 06105 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HARTFORD CITY MISSION INC | |||||||
| 280 VINE STREET | HARTFORD | CT | 06112 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HARTFORD HEALTH INITIATIVE INC | |||||||
| 10 LOVE LANE 203 | HARTFORD | CT | 06112 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HARTFORD KNIGHTS CORP | |||||||
| 175 MAIN STREET 3RD FLOOR | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HARTFORD PERFORMS INC | |||||||
| 75 CHARTER OAK AVENUE BUILDING 1 - | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $15,000 | SUITE 208 |
| HARTFORD STAGE COMPANY | |||||||
| 50 CHURCH STREET | HARTFORD | CT | 06103 | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| HARTFORD YOUTH SCHOLARS FOUNDATION INC | |||||||
| 129 ALLEN PLACE | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| HOUSE OF BREAD INC | |||||||
| 1453 MAIN STREET | HARTFORD | CT | 06120 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| IMMACARE INC | |||||||
| 168 HUNGERFORD STREET | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICES INC | |||||||
| 235 NICOLL ST 2ND FLOOR | NEW HAVEN | CT | 06511 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| IQUILT PARTNERSHIP INC | |||||||
| 31 PRATT STREET 5TH FLOOR | HARTFORD | CT | 06117 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| JUDY DWORIN PERFORMANCE PROJECT INC | |||||||
| 75 CHARTER OAK AVE BUILDING ONE | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $15,000 | SUITE 206 |
| KENEY PARK SUSTAINABILITY PROJECT INC | |||||||
| 183 WINDSOR AVE | WINDSOR | CT | 06095 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| KNOX PARKS FOUNDATION | |||||||
| 75 LAUREL STREET | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LAWYERS FOR CHILDREN AMERICA INC | |||||||
| 151 FARMINGTON AVE RW 61 | HARTFORD | CT | 06156 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LOAVES AND FISHES MINISTRIES INC | |||||||
| 646 PROSPECT AVE | HARTFORD | CT | 06105 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 75 CHARTER OAK AVE SUITE 2-250 | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LOVE146 | |||||||
| PO BOX 8266 | NEW HAVEN | CT | 06530 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| MAKE THE ROAD STATES INC | |||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | PC | MAKE THE ROAD CT | $10,000 | |
| MERCY HOUSING AND SHELTER CORPORATION | |||||||
| 221 MAIN STREET 4TH FLOOR | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| MUSIC AND POETRY SYNCHRONIZED INC | |||||||
| 39 MASSASOIT STREET | NORTHAMPTON | MA | 01060 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MY SISTERS' PLACE INC | |||||||
| 221 MAIN STREET 4TH FLOOR | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| NATIONAL BRAILLE PRESS INC | |||||||
| 88 SAINT STEPHEN ST | BOSTON | MA | 02115 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| NATIONAL CONFERENCE FOR COMMUNITY & JUSTICE OF CT & WESTERN MA INC | |||||||
| 820A PROSPECT HILL ROAD | WINDSOR | CT | 06095 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NETWORK AGAINST DOMESTIC ABUSE OF NORTH CENTRAL CONNECTICUT INC | |||||||
| 139 HAZARD AVENUE BUILDING 3 | ENFIELD | CT | 06082 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| OPEN HEARTH ASSOCIATION | |||||||
| 150 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| ORGANIZED PARENTS MAKE A DIFFERENCE INC | |||||||
| 350 FARMINGTON AVE | HARTFORD | CT | 06105 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| OUR PIECE OF THE PIE INC | |||||||
| 20-28 SARGEANT ST | HARTFORD | CT | 06105 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PLAYHOUSE THEATRE GROUP INC | |||||||
| 244 PARK ROAD | WEST HARTFORD | CT | 06119 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| QUEEN ANN NZINGA CENTER INC | |||||||
| 18 NEWTON AVE | PLAINVILLE | CT | 06062 | PC | GENERAL OPERATING SUPPORT | $7,000 | |
| REAL ART WAYS INC | |||||||
| 56 ARBOR ST | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| RECENTER RACE & EQUITY IN EDUCATION INC | |||||||
| 75 CHARTER OAK AVE SUITE 1-310 | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SOUTH PARK INN INC | |||||||
| 75 MAIN STREET | HARTFORD | CT | 06095 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE RISEUP GROUP INC | |||||||
| 942 MAIN STREET | HARTFORD | CT | 06103 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| TRINITY EPISCOPAL DAY SCHOOL ON ASYLUM HILL INC | |||||||
| 120 SIGOURNEY STREET | HARTFORD | CT | 06105 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| VILLAGE FOR FAMILIES & CHILDREN INC | |||||||
| 1680 ALBANY AVENUE | HARTFORD | CT | 06105 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF THE HARTFORD REGION INC | |||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,036,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARTISTS COLLECTIVE INCORPORATED | ||||||
| 1200 ALBANY AVENUE | HARTFORD | CT | 06112 | PC | ENSEMBLES; LESSONS; AND RITE OF PASSAGE PROGRAMMING | $25,000 |
| ARTISTS COLLECTIVE INCORPORATED | ||||||
| 1200 ALBANY AVENUE | HARTFORD | CT | 06112 | PC | ENSEMBLES; LESSONS; AND RITE OF PASSAGE PROGRAMMING | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $547,769 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $407,623 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $955,392 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $955,392 | 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 FEES | CategoryTxt |
| Amt | $4,900 | Amt |
| Net Investment Income | $2,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,450 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SHORT TERM | AT COST | $389,944 | $389,944 |
| BONDS | AT COST | $6,632,538 | $6,699,792 |
| EQUITY FUNDS | AT COST | $13,622,138 | $20,701,519 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT MAKING SOFTWARE | $5,555 | $556 | $4,999 |
| INSURANCE | $1,143 | $114 | $1,029 |
| PRINTING | $746 | $75 | $671 |
| POSTAGE | $1,155 | $116 | $1,039 |
| OTHER | $5,686 | $568 | $5,118 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $11,748 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS | Desc |
| BOY Book Value | $275 | BOYBookValueAmt |
| EOY Book Value | $371 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $22,000 | $22,000 | $0 |
| OTHER PROFESSIONAL FEES | $11,400 | $1,140 | $10,260 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $20,557 | $0 | $0 |
| PAYROLL TAXES | $10,406 | $1,041 | $9,365 |
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