2021-05-10T11:55:29-05:00 2020-09-30 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2019-10-01 061064288 Hewitt Foundation Inc % Foundation Source HEWI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 HARRY DIADAMO TREASURER 8008391754 2021-04-26 true Jeffrey D Haskell P01345770 8008391754 2019 2022-09-23 18:48:47Z X X 9284852 X 34994 306 306 184407 184407 376925 4509910 376925 596632 561638 0 800 0 0 800 618 0 0 3218 40866 39921 945 4900 81 189 640 640 14274 30 14244 62179 39951 0 20036 400000 400000 462179 39951 0 420036 134453 521687 6108 154660 154660 1375 8124780 6622684 8433172 669157 697020 697020 8801420 7474364 9284852 2708 508500 511208 0 7073363 1216849 X 7474364 8290212 7474364 8801420 7474364 8290212 134453 536363 8961028 1486664 7474364 Publicly-traded Securities 4509910 4132985 376925 376925 376925 false 447975 7237281 0.061898 350000 8029407 0.04359 281000 7428048 0.03783 338702 6486467 0.052217 413605 7109854 0.058173 0.253708 0.050742 8139420 413010 5217 418227 420036 X 5217 5217 5217 4900 7700 12600 X 7383 5300 2083 false false false false false false false true true CT true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false false false false false false false 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 7963881 299490 0 8263371 0 8263371 123951 8139420 406971 406971 5217 5217 401754 401754 401754 420036 0 0 0 0 420036 5217 414819 401754 291143 2017 2016 2015 420036 291143 128893 0 0 272861 0 0 NONE X GRIFFIN HOSPITAL 130 DIVISION ST DERBY CT 06418 N/A PC General & Unrestricted 300000 TEAM INC 30 ELIZABETH ST DERBY CT 06418 N/A PC General & Unrestricted 100000 400000 14 306 14 184407 18 376925 561638 561638 false false false false false false false false false false X X 1 Alice Russ Cochran Trust Dtd 1010 PO BOX 830269 Dallas TX 752832309 34994 X Bookkeeping 618 618 Tax Return Preparation/Review 2600 Laura J Donahue *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. COLUMBIA MORTGAGE OPPORTUNITIE 156880 158432 COMMUNICAT SVS SLCT SEC SPDR E 121438 162994 CONSUMER DISCRETIONARY SELECT 300230 657001 CONSUMER STAPLES SELECT SECTOR 21486 24935 FINANCIAL SELECT SECTOR SPDR F 207333 228665 ISHARES BARCLAYS US AGGREGATE 2306650 2345971 ISHARES GOLD TRUST 21291 19465 MATERIALS SELECT SECTOR SPDR 95788 126325 REAL ESTATE SELECT SECTOR SPDR 6953 7759 SELECT SECTOR SPDR ENERGY FUND 184208 80865 SELECT SECTOR SPDR INDUSTRIAL 281805 377202 SELECT SECTOR SPDR UTILITIES 8217 8491 SELECT SECTOR SPDR-HEALTH CARE 444366 637099 SPDR PORTFOLIO SHORT TERM TREA 30698 30700 SPDR S&P 500 ETF TRUST 91116 116207 TECHNOLOGY SPDR 496832 1505430 VANGRD TEL SVC ETF 134796 162992 VANGUARD LG-CAP ETF 435057 481835 VANGUARD TOTAL BOND MARKET ETF 1277540 1300804 Document Review/Drafting 800 800 BENEFICIAL INT IN PERPETUAL TR 697020 697020 TO ADJUST SECURITIES FROM FMV TO BV 1486664 Administrative Fees 2152 2152 Administrative Set-Up Fee 6500 6500 Bank Charges 30 30 INDEMNIFICATION INSURANCE 1906 1906 Office Supplies 904 904 Postage/Delivery Service 64 64 Storage Fee 2718 2718 ACCRUAL TO CASH BASIS ADJUSTMENT 508500 BENEFICIAL INT INCREASE IN PERPETUAL TR 27863 Administration of Foundation 945 945 Investment Management Services 39921 39921 990-PF ESTIMATED TAX FOR 2020 4900