ELISHA LEAVENWORTH FOUNDATION INCORPORATED: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ELISHA LEAVENWORTH FOUNDATION INCORPORATED (EIN 06-6035206)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349102673
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:08:05-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060666222 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES HEAVEN & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 BANK ST | AddressLine1Txt |
| City | WATERBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06702 | 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 | 066035206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELISHA LEAVENWORTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIS | BusinessNameControlTxt |
| Phone | 2037588086 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1032 | AddressLine1Txt |
| City | MIDDLEBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06762 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY KERNAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2022-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SALLY | PersonFirstNm |
| Person Last | KERNAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E SWEENEY JR | PreparerPersonNm |
| PTIN | P01215711 | PTIN |
| Phone | 2037534101 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $7,056,515 | 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 |
| Interest On Sav Rev And Expnss | $28,313 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,313 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $278,823 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,455,661 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $278,823 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $409,391 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $409,391 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $46,831 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,831 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,220 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $63,051 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,831 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,761 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $310,761 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $373,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,831 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $310,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,579 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $362,560 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,361 | CashBOYAmt |
| Cash EOY | $33,030 | CashEOYAmt |
| Cash EOYFMV | $33,030 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $376,080 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $303,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $303,796 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,774,689 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,906,883 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,719,689 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,208,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,243,709 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,056,515 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $50,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $50,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,158,130 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,193,709 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,158,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,193,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,208,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,243,709 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,158,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,579 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,193,709 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,193,709 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BNY MELLON, N.A. | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,453,669 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,176,838 | CostOrOtherBasisAmt |
| Gain Or Loss | $276,831 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $276,831 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $278,823 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $276,831 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,040 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,040 | SubtotalAmt |
| Tax Based On Investment Income | $5,040 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,504 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,504 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,464 | OverpaymentAmt |
| Applied To ES Tax | $2,464 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY KERNAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2037588086 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BREAKNECK HILL ROAD | AddressLine1Txt |
| City | MIDDLEBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06762 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| EMILY ANDERSON | ||||||||
| 531 UPPER GRASSY HILL ROAD | WOODBURY | CT | 06798 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SALLY CIARLO | ||||||||
| 396 WATERTOWN ROAD | MIDDLEBURY | CT | 06762 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| PATRICIA DUNN | ||||||||
| 70 MASTERS DRIVE | SOUTHINGTON | CT | 06489 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LYNN FRANKLIN HENRY | ||||||||
| ASH SWAMP ROAD | WOODBURY | CT | 06798 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SALLY KERNAN | ||||||||
| 700 BREAKNECK HILL ROAD | MIDDLEBURY | CT | 06762 | TREASURER | 2.00 | $0 | $0 | $0 |
| MARGARET LAWLOR | ||||||||
| 200 SOUTHWEST RD | WATERBURY | CT | 06708 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CHRISTINE PAPE | ||||||||
| 55 SOUTH STREET | MIDDLEBURY | CT | 06762 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LAURIE ST JOHN | ||||||||
| 22 KETTLETOWN RD | SOUTHBURY | CT | 06844 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| M CATHERINE SMITH | ||||||||
| PO BOX 1436 | MIDDLEBURY | CT | 06762 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| STEPHANIE CUMMINGS | ||||||||
| 66 FLEETWOOD DR | WATERBURY | CT | 06702 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KATHRYN LAURIA | ||||||||
| 53 HOLLOW ROAD | WOODBURY | CT | 06798 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MARCEA MONAGAN | ||||||||
| 206 SUGAR MAPLE WAY | MIDDLEBURY | CT | 06762 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ANNIE SCOTT | ||||||||
| 585 PARK RD | WATEBURY | CT | 06708 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,328,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $492,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,820,983 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,820,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,718,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $335,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $335,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,040 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,040 | TotalTaxAmt |
| Distributable Before Adj | $330,893 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $330,893 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $330,893 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $310,761 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $50,000 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $360,761 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $330,893 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $246,500 | UndistributedIncomePYAmt |
| Qualifying Distributions | $360,761 | QualifyingDistributionsAmt |
| Applied To Year1 | $246,500 | AppliedToYear1Amt |
| Applied To Current Year | $114,261 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $216,632 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELISHA LEAVENWORTH FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1032 | AddressLine1Txt |
| City | MIDDLEBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06762 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9999999999 | RecipientPhoneNum |
| Form And Info And Materials | FINANCIAL AID - REQUESTS REQUEST APPLICATION FROM THE FOUNDATION. COMPLETE APPLICATION AND RETURN WITH PROOF OF ACCEPTANCE TO A 2 OR 4 YEAR DEGREE PROGRAM. OTHER - LIMITED TO ORGANIZATIONS WITHIN THE GREATER WATERBURY COMMUNITY. GRANTS ARE AWARDED IN NOVEMBER OR DECEMBER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FINANCIAL AID - APRIL 30 OTHER - NO DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | OTHER - FOR THE BENEFIT OF THE GREATER WATERBURY COMMUNITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ACT 4 MINISTRIES | |||||
| 1713 THOMASTON AVE | WATERBURY | CT | 06704 | OPERATING SUPPORT | $19,150 |
| BIBLE CHURCH FOOD PANTRY | |||||
| 240 DWIGHT ST | WATERBURY | CT | 06704 | OPERATING SUPPORT | $5,000 |
| CHD-CT | |||||
| 6990 EAST MAIN ST | WATERBURY | CT | 06702 | OPERATING SUPPORT | $5,000 |
| CHURCH OF GOD | |||||
| 1758 EAST MAIN ST | WATERBURY | CT | 06705 | OPERATING SUPPORT | $3,000 |
| COMMUNITY TABERNACLE | |||||
| 12 HEWLETT ST | WATERBURY | CT | 06710 | OPERATING SUPPORT | $1,000 |
| EVANGELICAL CHURCH FOOD PANTRY | |||||
| 1325 WATERTOWN AVE | WATERBURY | CT | 06708 | OPERATING SUPPORT | $5,000 |
| FOR RIGHT NOW | |||||
| 83 PROSPECT ST | WATERBURY | CT | 06710 | OPERATING SUPPORT | $1,000 |
| GWIM | |||||
| 770 EAST MAIN ST | WATERBURY | CT | 06702 | OPERATING SUPPORT | $5,000 |
| HISPANIC COALITION | |||||
| 135 EAST LIBERTY ST | WATERBURY | CT | 06706 | OPERATING SUPPORT | $1,000 |
| HOPEVILLE CHURCH | |||||
| 160 PIEDMONT ST | WATERBURY | CT | 06703 | OPERATING SUPPORT | $10,100 |
| HOUSE OF PRAYER | |||||
| 1245 THOMASTON AVE | WATERBURY | CT | 06704 | OPERATING SUPPORT | $5,000 |
| MATTATUCK MUSEUM | |||||
| 144 WEST MAIN ST | WATERBURY | CT | 06702 | OPERATING SUPPORT | $10,000 |
| NVCC FOOD PANTRY | |||||
| 750 CHASE PARKWAY | WATERBURY | CT | 06708 | OPERATING SUPPORT | $3,000 |
| PAL | |||||
| 64 DIVISION ST | WATERBURY | CT | 06704 | OPERATING SUPPORT | $5,000 |
| ROCK OF AGES | |||||
| 219 GROVE ST | WATERBURY | CT | 06710 | OPERATING SUPPORT | $1,000 |
| SALVATION ARMY | |||||
| 74 CENTRAL AVE | WATERBURY | CT | 06702 | OPERATING SUPPORT | $5,000 |
| ST VINCENT DEPAUL | |||||
| 114 BENEDICT ST | WATERBURY | CT | 06706 | OPERATING SUPPORT | $37,100 |
| STEP BY STEP | |||||
| 73 HERSCHEL AVE | WATERBURY | CT | 06708 | OPERATING SUPPORT | $1,500 |
| UNITED MUSLIM MOSQUE | |||||
| 132 PROPECT ST | WATERBURY | CT | 06710 | OPERATING SUPPORT | $1,500 |
| WATERBURY BAPTIST FOOD MINISTRY | |||||
| 222 WEST MAIN ST | WATERBURY | CT | 06702 | OPERATING SUPPORT | $5,000 |
| WATERBURY YMCA | |||||
| 136 WEST MAIN ST | WATERBURY | CT | 06702 | OPERATING SUPPORT | $25,000 |
| YESHIVA K'TANA | |||||
| 32 HILLSIDE AVE | WATERBURY | CT | 06710 | OPERATING SUPPORT | $1,500 |
| UNIVERSITY OF CT | |||||
| 233 GLENBROOK RD | STORRS | CT | 06269 | FINANCIAL AID | $10,000 |
| BOYS AND GIRLS CLUB OF WATERBURY | |||||
| 1037 EAST MAIN ST | WATERBURY | CT | 06705 | OPERATING SUPPORT | $2,631 |
| BRIDGE TO SUCCESS | |||||
| 100 NORTH ELM ST | WATERBURY | CT | 06702 | OPERATING SUPPORT | $28,750 |
| CHILDRENS COMMUNITY SCHOOL | |||||
| 31 WOCOTT ST | WATERBURY | CT | 06702 | OPERATING SUPPORT | $14,000 |
| CT COMMUNITY FOUNDATION | |||||
| 43 FIELD ST | WATERBURY | CT | 06702 | OPERATING SUPPORT | $500 |
| FLANDERS NATURE CENTER | |||||
| 5 CHURCH HILL RD | WOODBURY | CT | 06798 | OPERATING SUPPORT | $6,680 |
| HOLY CROSS HIGH SCHOOL | |||||
| 587 ORONOKE RD | WATERBURY | CT | 06708 | SCHOLARSHIP | $5,000 |
| NAUGATUCK YOUTH SERVICES | |||||
| 13 SCOTT ST | NAUGATUCK | CT | 06770 | OPERATING SUPPORT | $4,500 |
| SAFE HAVEN OF GREATER WATERBURY | |||||
| 29 CENTRAL AVENUE | WATERBURY | CT | 06702 | OPERATING SUPPORT | $20,000 |
| SAVE GIRLS ON FYRE | |||||
| 276 HIGHLAND AVE | WATERBURY | CT | 06708 | OPERATING SUPPORT | $45,000 |
| SHAKESPEARIENCE PRODUCTIONS | |||||
| 117 BANK ST | WATERBURY | CT | 06702 | OPERATING SUPPORT | $5,000 |
| WATERBURY YOUTH SERVICES | |||||
| 83 PROSPECT ST | WATERBURY | CT | 06702 | OPERATING SUPPORT | $12,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $310,761 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 DIVISION ST | AddressLine1Txt |
| City | WATERBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | CAPITAL CAMPAIGN | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,313 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,255 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278,823 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $409,391 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $409,391 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BNY MELLON, N.A. INVESTMENT ACCOUNT | AT COST | $3,852,187 | $6,614,961 |
| 106 SHARES PLATT BROTHERS | AT COST | $54,696 | $104,728 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE EXPENSES | $626 |
| BOARD MEETINGS | $1,564 |
| INSURANCE | $3,030 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT SET - ASIDE | Desc |
| BOY Book Value | $50,000 | BOYBookValueAmt |
| EOY Book Value | $50,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT & BANK FEES | CategoryTxt |
| Amt | $46,831 | Amt |
| Net Investment Income | $46,831 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $11,000 | Amt |
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