HEWITT FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HEWITT FOUNDATION INC (EIN 06-1064288)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-28
- IRS object ID
- 202010289349100506
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-28T13:54:04-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060415530 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRCALDIE RANDALL & MCNAB LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 WASHINGTON AVENUE | AddressLine1Txt |
| City | NORTH HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064731187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | 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) |
|---|---|---|
| Business Name Control | HEWI | BusinessNameControlTxt |
| Phone | 2032085187 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1204 MAIN STREET NO 341 | AddressLine1Txt |
| City | BRANFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY DIADAMO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2032085187 | PhoneNum |
| Signature | 2020-01-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN F ONOFRIO CPA | PreparerPersonNm |
| PTIN | P00012572 | PTIN |
| Phone | 2032394478 | PhoneNum |
| Preparation | 2020-01-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $8,801,420 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $22,333 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $515 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $515 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $188,477 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,477 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $153,375 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,787,310 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $153,375 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $364,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $342,367 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,962 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,885 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,885 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,025 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $306 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,377 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,915 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $451,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $451,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $505,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,915 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $451,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$140,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $302,452 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,068 | CashBOYAmt |
| Cash EOY | $6,108 | CashEOYAmt |
| Cash EOYFMV | $6,108 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $1,375 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,375 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,360,657 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,124,780 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,124,780 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $685,804 | OtherAssetsBOYAmt |
| Other Assets EOY | $669,157 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $669,157 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,057,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,801,420 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,801,420 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,826 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,708 | AccountsPayableEOYAmt |
| Grants Payable BOY | $508,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $508,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $511,326 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $511,208 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,329,354 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,073,363 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,216,849 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,216,849 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,546,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,290,212 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,057,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,801,420 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,546,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$140,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,405,526 | SubtotalAmt |
| Other Decreases | $115,314 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,290,212 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PIMCO LOW DURATION INCOME FUND | P | 2017-06-20 | 2018-10-02 | $417,634 | $419,695 | -$2,061 | -$2,061 |
| PIMCO INCOME FUND | P | 2017-04-20 | 2018-10-02 | $191,516 | $197,148 | -$5,632 | -$5,632 |
| PIMICO MORTGAGE OPPORTUNITIES | P | 2016-10-03 | 2018-10-02 | $77,401 | $78,717 | -$1,316 | -$1,316 |
| TECHNOLOGY SELECT SECTOR SPDR | P | 2016-12-19 | 2019-01-09 | $113,178 | $90,576 | $22,602 | $22,602 |
| CONSUMER DISCRETIONARY SELECT SECTOR | P | 2016-11-22 | 2019-02-04 | $92,002 | $58,562 | $33,440 | $33,440 |
| SPDR SER TR SPDR BLOOMBERG BARCLAY | P | 2018-08-30 | 2019-03-21 | $91,519 | $91,599 | -$80 | -$80 |
| SPDR SER TR SPDR BLOOMBERG BARCLAY | P | 2018-08-30 | 2019-03-22 | $503,529 | $503,795 | -$266 | -$266 |
| VANGUARD VALUE ETF | P | 2016-12-19 | 2019-03-25 | $3,321 | $2,922 | $399 | $399 |
| SPDR SER TR SPDR BLOOMBERG BARCLAY | P | 2018-08-30 | 2019-04-22 | $265,469 | $265,637 | -$168 | -$168 |
| VANGUARD VALUE ETF | P | 2016-11-22 | 2019-04-22 | $76,758 | $65,073 | $11,685 | $11,685 |
| VANGUARD MID CAP ETF | P | 2016-11-22 | 2019-04-22 | $55,075 | $44,147 | $10,928 | $10,928 |
| VANGUARD INFORMATION | P | 2018-07-17 | 2019-04-22 | $44,084 | $39,992 | $4,092 | $4,092 |
| SPDR SER TR SPDR BLOOMBERG BARCLAY | P | 2018-08-30 | 2019-04-23 | $9,152 | $9,160 | -$8 | -$8 |
| SPDR SER TR SPDR BLOOMBERG BARCLAY | P | 2018-08-30 | 2019-05-08 | $91,428 | $91,599 | -$171 | -$171 |
| SPDR SER TR SPDR BLOOMBERG BARCLAY | P | 2018-08-30 | 2019-06-14 | $137,432 | $137,467 | -$35 | -$35 |
| SPDR SER TR SPDR BLOOMBERG BARCLAY | P | 2018-09-11 | 2019-06-17 | $78,437 | $78,406 | $31 | $31 |
| SPDR SER TR SPDR BLOOMBERG BARCLAY | P | 2018-09-12 | 2019-07-02 | $75,670 | $75,578 | $92 | $92 |
| ISHARES CORE S&P SMALL CAP | P | 2016-07-08 | 2019-07-10 | $128,848 | $107,121 | $21,727 | $21,727 |
| SPDR S&P MIDCAP 400 | P | 2016-07-08 | 2019-07-10 | $60,697 | $47,258 | $13,439 | $13,439 |
| VANGUARD GROWTH ETF | P | 2016-11-22 | 2019-07-10 | $165,503 | $129,605 | $35,898 | $35,898 |
| VANGUARD S&P 500 | P | 2016-09-28 | 2019-07-10 | $31,855 | $23,103 | $8,752 | $8,752 |
| SPDR SER TR SPDR BLOOMBERG BARCLAY | P | 2018-09-12 | 2019-07-22 | $76,802 | $76,775 | $27 | $27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $153,375 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $350,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,029,407 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043590 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $281,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,428,048 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037830 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $338,702 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,486,467 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052217 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $413,605 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,109,854 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058173 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $335,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,121,550 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047040 | DistributionYr5Rt |
| Total Distribution | 0.238850 | TotalDistributionRt |
| Average Distribution | 0.047770 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,237,281 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $345,725 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,025 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $348,750 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $451,000 | 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 | $3,025 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,025 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,025 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,375 | OverpaymentAmt |
| Applied To ES Tax | $1,375 | 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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HARRY DIADAMO | IndividualWithBooksNm |
| Phone | 2033871427 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 386 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| HARRY P DIADAMO | ||||||||
| 1204 MAIN ST | BRANFORD | CT | 06405 | TREASURER | 2.00 | $0 | $0 | $0 |
| PATRICK M CAREY | ||||||||
| 1204 MAIN ST | BRANFORD | CT | 06405 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ACHILLE A APICELLA | ||||||||
| 1204 MAIN ST | BRANFORD | CT | 06405 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JANICE SHEEHY | ||||||||
| 1204 MAIN ST | BRANFORD | CT | 06405 | SECRETARY | 2.00 | $0 | $0 | $0 |
| LAURA J DONAHUE | ||||||||
| 1204 MAIN ST | BRANFORD | CT | 06405 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ELISE S SCOTT | ||||||||
| 1204 MAIN ST | BRANFORD | CT | 06405 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| VIRGINIA COSTIGAN | ||||||||
| 1204 MAIN ST | BRANFORD | CT | 06405 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| LYNN IVERSON | ||||||||
| 1204 MAIN ST | BRANFORD | CT | 06405 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| FREDERICK WILSON | ||||||||
| 1204 MAIN ST | BRANFORD | CT | 06405 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,338,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,347,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,347,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,237,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $361,864 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $361,864 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,025 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,025 | TotalTaxAmt |
| Distributable Before Adj | $358,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $358,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $358,839 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $451,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $451,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,025 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $447,975 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $358,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $383,304 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $451,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $383,304 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,696 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $291,143 | 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 | HARRY DIADAMO OR PAT CAREY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1204 MAIN STREET | AddressLine1Txt |
| City | BRANFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2032085187 | RecipientPhoneNum |
| Form And Info And Materials | FORMAL REQUEST WITH BACK UP INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARY AREA OF GIVING IS HEALTHCARE, ELDERLY SERVICES IN THE LOWER NAUGATUCK VALLEY OF CONNECTICUT | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| TEAM INC | |||||||
| 30 ELIZABETH STREET | DERBY | CT | 06418 | UNRELATED | PUBLIC CHARITY | GRANT FOR GENERAL SUPPORT | $83,000 |
| THE GRIFFIN HOSPITAL | |||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | UNRELATED | PUBLIC CHARITY | GRANT FOR GENERAL SUPPORTGRANT FOR GENERAL SUPPORT | $368,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $451,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $515 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,477 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $153,375 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $342,367 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $342,367 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A & A COCHRAN TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,302 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT FEE | $2,600 | $0 | $0 |
| BOOKKEEPING | $562 | $0 | $0 |
| LEGAL EXPENSES | $800 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS BANK USA | $98,044 | $98,044 |
| ENERGY SECTOR SPDR | $183,698 | $183,698 |
| FINANCIAL SECTOR SPDR | $610,680 | $610,680 |
| HEALTHCARE SELECT SECTOR | $683,185 | $683,185 |
| TECHNOLOGY SECTOR SPDR | $1,207,950 | $1,207,950 |
| PIMCO INCOME FD | $584,985 | $584,985 |
| SPDR S&P 500ETF | $162,333 | $162,333 |
| INDUSTRIAL SECTOR SPDR TRUST | $448,546 | $448,546 |
| SECTOR SPDR TRUST MATERIALS | $107,786 | $107,786 |
| VANGUARD LARGE CAP FUND | $367,546 | $367,546 |
| PIMCO LOW DURATION INCOME FUND | $552,647 | $552,647 |
| SPDR SER TR BLOOMBERG BARCLAY | $244,362 | $244,362 |
| COLUMBIA MORTGAGE OPPORTUNITIES FUND | $813,512 | $813,512 |
| COMM SERVICES SELECT SECTOR | $104,388 | $104,388 |
| CONSUMER DISCRETIONARY SECTOR SPDR TRUST | $626,433 | $626,433 |
| VANGUARD COMMUNICATION SERVICES ETF | $8,670 | $8,670 |
| ISHARES CORE US AGGREGATE BOND | $1,320,015 | $1,320,015 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN PERPETUAL TRUST | Desc |
| BOY Book Value | $685,804 | BOYBookValueAmt |
| EOY Book Value | $669,157 | EOYBookValueAmt |
| EOYFMV | $669,157 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED (LOSS) GAIN ON SECURITIES | Desc |
| Amt | $115,314 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $30 | $30 | $0 |
| DUES & SUBSCRIPTION | $750 | $0 | $0 |
| OFFICE SUPPLIES | $311 | $0 | $0 |
| POSTAGE | $266 | $0 | $0 |
| INSURANCE | $1,900 | $0 | $0 |
| STORAGE | $2,768 | $0 | $0 |
| SUPPORT SERVICES | $830 | $0 | $0 |
| OTHER EXPENSES | $344 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $39,885 | Amt |
| Net Investment Income | $39,885 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2018 EXCISE TAX FORM 990PF | CategoryTxt |
| Amt | $3,025 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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