HEWITT FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEWITT FOUNDATION INC (EIN 06-1064288)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-05-10
- IRS object ID
- 202111309349101561
- Schema version
- 2019v5.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T11:55:29-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061064288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hewitt Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | HEWI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY DIADAMO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,284,852 | 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 | $34,994 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $306 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $306 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $184,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $376,925 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,509,910 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $376,925 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $596,632 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $561,638 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $800 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $618 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,218 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,866 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,921 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $945 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,900 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $81 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $189 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $640 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $640 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,274 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,244 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,951 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,036 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $462,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,951 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,036 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $134,453 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $521,687 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,108 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $154,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $154,660 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,375 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $8,124,780 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,622,684 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,433,172 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $669,157 | OtherAssetsBOYAmt |
| Other Assets EOY | $697,020 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $697,020 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,801,420 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,474,364 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,284,852 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,708 | AccountsPayableBOYAmt |
| Grants Payable BOY | $508,500 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $511,208 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| No Donor Rstr Net Assests BOY | $7,073,363 | NoDonorRstrNetAssestsBOYAmt |
| Donor Rstr Net Assets BOY | $1,216,849 | DonorRstrNetAssetsBOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning EOY | $7,474,364 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,290,212 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,474,364 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,801,420 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,474,364 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,290,212 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $134,453 | ExcessRevenueOverExpensesAmt |
| Other Increases | $536,363 | OtherIncreasesAmt |
| Subtotal | $8,961,028 | SubtotalAmt |
| Other Decreases | $1,486,664 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,474,364 | 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 |
| Gross Sales Price | $4,509,910 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,132,985 | CostOrOtherBasisAmt |
| Gain Or Loss | $376,925 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $376,925 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $376,925 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $447,975 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,237,281 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061898 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $350,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,029,407 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04359 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $281,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,428,048 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03783 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $338,702 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,486,467 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052217 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $413,605 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,109,854 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058173 | DistributionYr5Rt |
| Total Distribution | 0.253708 | TotalDistributionRt |
| Average Distribution | 0.050742 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,139,420 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $413,010 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,217 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $418,227 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $420,036 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,217 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,217 | SubtotalAmt |
| Tax Based On Investment Income | $5,217 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,900 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $7,383 | OverpaymentAmt |
| Applied To ES Tax | $5,300 | AppliedToESTaxAmt |
| Refund | $2,083 | RefundAmt |
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 |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Achille A Apicella | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Patrick Carey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Virginia Costigan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Harry DiAdamo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Laura J Donahue | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Lynn Iverson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Elsie S Scott | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Janice Sheehy | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Frederick Wilson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,963,881 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $299,490 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,263,371 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,263,371 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,139,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $406,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $406,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,217 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,217 | TotalTaxAmt |
| Distributable Before Adj | $401,754 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $401,754 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $401,754 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,036 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $420,036 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,217 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $414,819 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $401,754 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $291,143 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $420,036 | QualifyingDistributionsAmt |
| Applied To Year1 | $291,143 | AppliedToYear1Amt |
| Applied To Current Year | $128,893 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $272,861 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRIFFIN HOSPITAL | |||||||
| 130 DIVISION ST | DERBY | CT | 06418 | N/A | PC | General & Unrestricted | $300,000 |
| TEAM INC | |||||||
| 30 ELIZABETH ST | DERBY | CT | 06418 | N/A | PC | General & Unrestricted | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $306 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,407 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $376,925 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $561,638 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $561,638 | 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 |
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 | Alice Russ Cochran Trust Dtd 1010 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830269 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752832309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $34,994 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bookkeeping | $618 | $618 |
| Tax Return Preparation/Review | $2,600 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laura J Donahue | PersonNm |
| Short Explanation | *Laura J Donahue, Director of Hewitt Foundation, Inc. (the "Foundation"), is a partner/owner at the legal firm of Donahue & Donahue, a disqualified person which provides legal services to the Foundation. During the taxable year ending September 30, 2020, the Foundation paid $800 for legal services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16a. Such legal firm billed the Foundation at or below the rate it charges its other clients. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COLUMBIA MORTGAGE OPPORTUNITIE | $156,880 | $158,432 |
| COMMUNICAT SVS SLCT SEC SPDR E | $121,438 | $162,994 |
| CONSUMER DISCRETIONARY SELECT | $300,230 | $657,001 |
| CONSUMER STAPLES SELECT SECTOR | $21,486 | $24,935 |
| FINANCIAL SELECT SECTOR SPDR F | $207,333 | $228,665 |
| ISHARES BARCLAYS US AGGREGATE | $2,306,650 | $2,345,971 |
| ISHARES GOLD TRUST | $21,291 | $19,465 |
| MATERIALS SELECT SECTOR SPDR | $95,788 | $126,325 |
| REAL ESTATE SELECT SECTOR SPDR | $6,953 | $7,759 |
| SELECT SECTOR SPDR ENERGY FUND | $184,208 | $80,865 |
| SELECT SECTOR SPDR INDUSTRIAL | $281,805 | $377,202 |
| SELECT SECTOR SPDR UTILITIES | $8,217 | $8,491 |
| SELECT SECTOR SPDR-HEALTH CARE | $444,366 | $637,099 |
| SPDR PORTFOLIO SHORT TERM TREA | $30,698 | $30,700 |
| SPDR S&P 500 ETF TRUST | $91,116 | $116,207 |
| TECHNOLOGY SPDR | $496,832 | $1,505,430 |
| VANGRD TEL SVC ETF | $134,796 | $162,992 |
| VANGUARD LG-CAP ETF | $435,057 | $481,835 |
| VANGUARD TOTAL BOND MARKET ETF | $1,277,540 | $1,300,804 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Document Review/Drafting | CategoryTxt |
| Legal Fees | $800 | LegalFeesAmt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INT IN PERPETUAL TR | Desc |
| EOY Book Value | $697,020 | EOYBookValueAmt |
| EOYFMV | $697,020 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST SECURITIES FROM FMV TO BV | Desc |
| Amt | $1,486,664 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $2,152 | $2,152 | |
| Administrative Set-Up Fee | $6,500 | $6,500 | |
| Bank Charges | $30 | $30 | |
| INDEMNIFICATION INSURANCE | $1,906 | $1,906 | |
| Office Supplies | $904 | $904 | |
| Postage/Delivery Service | $64 | $64 | |
| Storage Fee | $2,718 | $2,718 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUAL TO CASH BASIS ADJUSTMENT | $508,500 |
| BENEFICIAL INT INCREASE IN PERPETUAL TR | $27,863 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $945 | $945 | |
| Investment Management Services | $39,921 | $39,921 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF ESTIMATED TAX FOR 2020 | CategoryTxt |
| Amt | $4,900 | Amt |
Comments