2020-03-30T09:12:05-05:00 2019-09-30 061071692 HARPER & WHITFIELD PC 314 FARMINGTON AVENUE FARMINGTON CT 06032 990 2018-10-01 066026009 TRUSTEES OF THE COLT BEQUEST INC C/O MELINDA SCHOEN EXECUTIVE DIRECTOR TRUS 8602464025 80 WETHERSFIELD AVENUE HARTFORD CT 061141191 MR GERALD HESS TREASURER 8602558517 2020-03-23 1 W SCOTT GOETJEN CPA P00145918 8606779188 2020-03-23 50.200.77.246 2020-03-23 15:50:21 ED P DE7AF64EC086CB84FE08F3E32DE45830B703F7FB DE7AF64EC086CB84FE08F3E32DE45830B703F7FB 2018 2020-09-23 17:36:50Z MR GERALD HESS 35 KNOLLWOOD LANE AVON CT 06001 15862197 0 X N/A X 1919 CT PRESERVATION, RESTORATION, MAINT., REPAIR AND IMPROVEMENT OF ARMSMEAR, THE CHURCH OF THE GOOD SHEPHERD & ITS RECTORY,& THE C.H. COLT MEMORIAL PARISH HOUSE. 12 12 13 15 0 0 0 0 0 0 3221710 2738685 131822 126299 3353532 2864984 190992 195768 0 0 541559 578418 0 0 0 936644 1324963 1669195 2099149 1684337 765835 59330925 61448572 43779 140735 59287146 61307837 PRESERVATION, RESTORATION, MAINTENANCE, REPAIR AND IMPROVEMENT OF ARMSMEAR, THE CHURCH OF GOOD SHEPHERD & ITS RECTORY,& THE CALDWELL H. COLT MEMORIAL PARISH HOUSE. 0 0 421901 195768 PRESERVATION, RESTORATION, MAINTENANCE AND REPAIR OF THE CHURCH OF THE GOOD SHEPHERD, ITS RECTORY AND THE CALDWELL H. COLT MEMORIAL PARISH HOUSE. 1317697 PRESERVATION, RESTORATION, MAINTENANCE, REPAIR AND IMPROVEMENT OF ARMSMEAR, A RESIDENCE FOR WIDOWS OF EPISCOPAL CLERGY, AND OTHER IMPOVERISHED BUT REFINED AND EDUCATED GENTLEWOMEN OF FAITH. 1739598 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 33 0 1 13 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CO MELINDA SCHOEN EXEC DIRECTOR 8602464025 80 WETHERSFIELD AVENUE HARTFORD CT 061141191 MS PATRICIA WRICE TRUSTEE 1.00 X 0 0 0 MS GILLIAN R HOWELL PRESIDENT/TRUSTEE 1.00 X X 0 0 0 MRS MARNIE MUELLER TRUSTEE 1.00 X 0 0 0 MS KAREN KELLEHER TRUSTEE 1.00 X 0 0 0 RT REV LAURA AHRENS TRUSTEE 1.00 X 0 151332 39329 MS FELICIA DEDOMINICIS ESQ SECRETARY/TRUSTEE 1.00 X X 0 0 0 MS NANCY THOMPSON TRUSTEE 1.00 X 0 0 0 MR DAVID NEAL VICE PRESIDENT/TRUSTEE 1.00 X X 0 0 0 MR JARED I EDWARDS TRUSTEE 1.00 X 0 0 0 MS LINDA RICKARD TRUSTEE 1.00 X 0 0 0 MS CLAIRE BURNETT TRUSTEE 1.00 X 0 0 0 MR GERALD HESS TREASURER/TRUSTEE 1.00 X X 0 0 0 MR GREG MILLER TRUSTEE 1.00 X 0 0 0 MS SUSAN R HUNTINGTON TRUSTEE 1.00 X 0 0 0 MR HUGH WHELAN TRUSTEE 1.00 X 0 0 0 MS MELINDA SCHOEN EXEC DIRECTOR 40.00 X 163925 0 45985 163925 151332 85314 1 0 1 0 SECURITY SERVICES OF CONN INC 201 ANN UCCELLO ST APT 2 HARTFORD CT 06103 SECURITY 181593 G L CAPASSO INC 34 LLOYD ST NEW HAVEN CT 06513 RESTORATION 170050 MONTAGNO CONSTRUCTION INC 75 PROGRESS LN WATERBURY CT 06705 CONSTRUCTION 168659 3 1201085 1201085 14294813 240000 12740113 257100 1554700 -17100 1537600 1537600 RESIDENT REIMBURSEMENTS 721310 126299 126299 126299 2864984 0 0 2864984 195768 195768 166113 41528 124585 227940 181061 46879 40842 24208 16634 114861 78092 36769 28662 17070 11592 56795 47039 9756 29873 29873 57547 57547 205243 203703 1540 29718 17479 12239 165931 161238 4693 43052 43052 31683 31683 BUILDING MAINTENANCE 294240 293200 1040 MAJOR RENOVATION 193499 193499 RESIDENCY RELATED MATTE 70000 70000 0 RESIDENT ACTIVITIES 51103 51103 96279 89875 6404 2099149 1739598 359551 0 216912 78315 11642 9494 2748513 1956532 769700 791981 58097572 60302302 30128 29615 204971 236865 59330925 61448572 43779 136503 0 4232 43779 140735 X 1147427 1227282 46707576 48087244 11432143 11993311 59287146 61307837 59330925 61448572 765835 1254856 0 X X 1 X 0 1 0 X X 2 CHURCH OF THE GOOD SHEPHERD HARTFORD CT 060665974 1 1 420950 0 EPISCOPAL DIOCESE OF CT HARTFORD CT 060646602 1 1 1531493 0 2 1952443 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 2A: SUBSTANTIALLY ALL OF THE ORGANIZATION'S ACTIVITIES DURING THE TAX YEAR DIRECTLY FURTHER THE EXEMPT PURPOSES OF THE FOLLOWING TWO SUPPORTED ORGANIZATIONS - CHURCH OF THE GOOD SHEPHERD AND EPISCOPAL DIOCESE OF CT. TRUSTEES OF THE COLT BEQUEST, INC. (BEQUEST) WAS RESPONSIVE TO THESE ORGANIZATIONS. SUBSTANTIALLY ALL THE ACTIVITIES OF THE BEQUEST CONSTITUTE SUPPORTING THESE TWO ORGANIZATIONS SINCE SUBSTANTIALLY ALL EXPENDITURES OF THE BEQUEST EITHER SUPPORT THE CHURCH OF THE GOOD SHEPHERD OR ARMSMEAR A RESIDENCE PRIMARILY FOR THE WIDOWS OF EPISCOPAL CLERGY AND OTHER IMPOVERISHED BUT REFINED AND EDUCATED GENTLEWOMEN OF FAITH. THE BEQUEST APPROVES MAJOR CAPITAL IMPROVEMENTS, ASSISTS WITH CAPITAL NEEDS PLANNING AND PAYS THE RELATED VENDORS FOR THE CHURCH OF THE GOOD SHEPHERD. IF THE BEQUEST DID NOT DO THIS, THE CHURCH WOULD HAVE TO MANAGE THIS ON THEIR OWN. THE BEQUEST IS RESPONSIVE TO THE ORGANIZATION AS THE RECTOR AND THE SENIOR WARDEN MEET WITH THE FULL BOARD AT EACH BOARD MEETING TO DISCUSS ACCOMPLISHMENTS AND FUTURE NEEDS. THE BEQUEST ALSO OPERATES A RESIDENCE FOR THE WIDOWS OF EPISCOPAL CLERGY AND OTHER IMPOVERISHED BUT REFINED AND EDUCATED GENTLEWOMEN OF FAITH KNOWN AS ARMSMEAR. THE BEQUEST HOLDS TITLE TO THE RESIDENCE AND THE EMPLOYEES OF BEQUEST MANAGE THE DAY TO DAY OPERATIONS OF THIS FACILITY. IF THE BEQUEST DID NOT OPERATE THIS HOME THE EPISCOPAL DIOCESE OF CONNECTICUT WOULD HAVE TO FIND OTHER MEANS TO FULFILL THIS MISSION. THE BEQUEST IS RESPONSIVE TO THE DIOCESE AS ONE OF THE DIOCESAN BISHOPS SITS ON THE BOARD. PART IV, SECTION E, LINE 2B: AS MENTIONED ABOVE THE ACTIVITIES CONSTITUTE ACTIVITIES THAT, BUT FOR THE ORGANIZATION'S INVOLVEMENT, ONE OR MORE OF THE ORGANIZATION'S SUPPORTED ORGANIZATION- CHURCH OF THE GOOD SHEPHERD AND EPISCOPAL DIOCESE OF CT WOULD HAVE TO FIND WAYS TO PERFORM THE WORK OR PROVIDE THE SERVICES ON THEIR OWN. 0 59287146 126299 3993541 1739598 359551 61307837 58651578 131771 2172992 1566630 102565 59287146 54302221 137482 5699618 1387794 99949 58651578 51100231 129221 4558634 1369131 116734 54302221 52520451 119969 -46635 1355189 138365 51100231 0.02000 0.19560 0.78440 0 0 1528047 955764 572283 0 0 1220466 1000768 219698 791981 INTERFUND LOAN PAYABLE 4232 4232 SCHEDULE D, PART VI, LINE 1B FIXED ASSETS INCLUDES LAND, BUILDINGS, BUILDING IMPROVEMENTS, FURNITURE AND FIXTURES WHICH ARE BOTH HELD AT COST. IN ADDITION, $970,969 OF FURNITURE AND FIXTURE ARE HELD AT APPRAISED VALUE AS OF 9/30/16. 1 CHURCH OF THE GOOD SHEPHERD 155 WYLLYS ST HARTFORD CT 06115 060665974 195768 PRESERVATION, RESTORATION, MAINTENANCE AND REPAIR OF THE CHURCH OF THE GOOD SHEPHERD, ITS RECTORY AND THE CALDWELL H. COLT MEMORIAL PARISH HOUSE. PRESERVATION, RESTORATION, MAINTENANCE, REPAIR AND IMPROVEMENTS OF ARMSMEAR, A RESIDENCE FOR WIDOWS OF EPISCOPAL CLERGY. X 0 0 0 0 0 0 0 0 0 RT REV LAURA AHRENS TRUSTEE 0 151332 0 0 0 0 0 0 0 39329 0 190661 0 0 MS MELINDA SCHOEN EXEC DIRECTOR 163925 0 0 0 0 0 0 0 45985 0 209910 0 0 0 FORM 990, PART V, LINE 7(G) THE ORGANIZATION WAS NOT REQUIRED TO FILE FORM 8899 BECAUSE IT DID NOT RECEIVE ANY CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY. FORM 990, PART V, LINE 7(H) THE ORGANIZATION WAS NOT REQUIRED TO FILE FORM 1098-C BECAUSE IT DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES. FORM 990, PART VI, SECTION B, LINE 11B THE OFFICERS AND TRUSTEES REVIEW THE FORM 990 BY EXAMINING THE INFORMATION PROVIDED WITHIN AND COMPARE IT TO INVESTMENT STATEMENTS, FINANCIAL STATEMENTS AND INTERNAL KNOWLEDGE OF THE BEQUEST'S OPERATIONS. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES AND THE EXECUTIVE DIRECTOR OF THE CORPORATION COMPLETE ANNUALLY A DISCLOSURE STATEMENT THAT SPECIFIES ANY RELATIONSHIPS THAT COULD RAISE SUBSTANTIAL PROSPECTS OF A CONFLICT OF INTEREST. THE ANNUAL DISCLOSURE STATEMENTS AND ANY ONGOING DISCLOSURES MADE PURSUANT TO THE POLICY ARE RECEIVED AND MANTAINED BY THE PRESIDENT AND/OR EXECUTIVE DIRECTOR. ANY POTENTIAL CONFLICTS ARE REVIEWED WITH THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION INCLUDES AN ANNUAL PERFORMANCE REVIEW BY THE PRESIDENT OF THE BOARD OF TRUSTEES. ADDITIONALLY, THE RESULTS OF THIS PERFORMANCE EVALUATION IS DISCUSSED BY THE BOARD MEMBERS WHEN DETERMINING COMPENSATION ADJUSTMENTS, IF ANY. FORM 990, PART VI, SECTION C, LINE 19 THE BEQUEST MAKES ALL OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART X, LINE 2(C) THE TRUSTEES EXAMINE THE REVIEWED FINANCIAL STATEMENTS AT ONE OF THEIR QUARTERLY MEETINGS. THE ACCOUNTANT WHO PREPARED THE REVIEWED FINANCIAL STATEMENTS IS ALSO PRESENT AT THIS MEETING TO PRESENT THE INFORMATION INCLUDED IN THE STATEMENTS AND ANSWER QUESTIONS THE TRUSTEES MAY HAVE. THE SELECTION OF THE INDEPENDANT ACCOUNTANT TO PERFORM THE REQUIRED ANNUAL REVIEW TAKES PLACE DURING A BOARD MEETING WHEN THE PRESENTING ACCOUNTANT AS DESCRIBED ABOVE IS NOT ATTENDING. EPISCOPAL DIOCESE OF CONNECTICUT 290 PRATT STREET BOX 52 MERIDEN CT 06450 060646602 RELIGIOUS ORGANIZATION CT 501(C)(3) 1 N/A 0 CHURCH OF THE GOOD SHEPHERD 155 WYLLYS STREET HARTFORD CT 06106 060665974 RELIGIOUS ORGANIZATION CT 501(C)(3) 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHURCH OF GOOD SHEPHERD B 420950 BASED ON THE NEEDS OF THE ORG.