ELISHA LEAVENWORTH FOUNDATION INCORPORATED: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELISHA LEAVENWORTH FOUNDATION INCORPORATED (EIN 06-6035206)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349102974
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:48:20-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207-231 Bank Street | AddressLine1Txt |
| City | Waterbury | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 |
| Phone | 2037588086 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert E Sweeney Jr | PreparerPersonNm |
| PTIN | P01215711 | PTIN |
| Phone | 2037534101 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.91.195.231 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 11:48:16 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 61FD0B0BA12A695CA8478A8E3B03003858722E86 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,726,642 | 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 | $48,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $267,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,949,783 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $267,054 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $10,000 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $10,000 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $10,000 | GrossProfitAdjNetIncmAmt |
| Total Rev And Expnss | $425,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $367,713 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $38,743 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,743 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,826 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,490 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,059 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $248,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $248,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $294,049 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $248,990 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $131,864 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $328,970 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,529 | CashBOYAmt |
| Cash EOY | $31,779 | CashEOYAmt |
| Cash EOYFMV | $31,779 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $233,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $443,874 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $443,874 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,508,270 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,442,888 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,250,989 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,786,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,918,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,726,642 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,786,677 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,918,541 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,786,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,918,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,786,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,918,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,786,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $131,864 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,918,541 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,918,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| USTN | P | 2018-01-30 | 2016-02-28 | $50,000 | $49,913 | $87 | $87 |
| Visa | P | 2011-08-11 | 2016-09-04 | $9,054 | $1,040 | $8,014 | $8,014 |
| Goldman Sachs | P | 2018-03-01 | 2019-01-01 | $49,511 | $78,903 | -$29,392 | -$29,392 |
| Goldman Sachs | P | 2018-11-06 | 2019-01-01 | $33,008 | $45,664 | -$12,656 | -$12,656 |
| Dominion Energy | P | 2017-11-15 | 2019-01-15 | $50,000 | $50,000 | $0 | $0 |
| Ecolab | P | 2015-03-25 | 2019-01-17 | $15,172 | $11,467 | $3,705 | $3,705 |
| Becton Dickinson | P | 2016-12-09 | 2019-01-29 | $24,212 | $16,636 | $7,576 | $7,576 |
| Becton Dickinson | P | 2017-01-10 | 2019-01-29 | $12,106 | $8,553 | $3,553 | $3,553 |
| USTN | P | 2017-06-21 | 2019-01-31 | $50,000 | $49,944 | $56 | $56 |
| McDonalds | P | 2015-10-26 | 2019-02-01 | $75,000 | $75,000 | $0 | $0 |
| Eaton Corp | P | 2018-02-07 | 2019-02-06 | $15,400 | $16,316 | -$916 | -$916 |
| Eaton Corp | P | 2018-04-17 | 2019-02-06 | $23,099 | $22,797 | $302 | $302 |
| Eaton Corp | P | 2018-01-09 | 2019-02-06 | $15,400 | $15,964 | -$564 | -$564 |
| Bank of America | P | 2017-09-29 | 2019-02-15 | $14,565 | $12,708 | $1,857 | $1,857 |
| Bank of America | P | 2017-10-20 | 2019-02-15 | $5,826 | $5,398 | $428 | $428 |
| State Street | P | 2014-05-08 | 2019-02-15 | $7,072 | $6,511 | $561 | $561 |
| State Street | P | 2016-01-29 | 2019-02-15 | $7,072 | $5,374 | $1,698 | $1,698 |
| Suntrust | P | 2016-11-09 | 2019-02-25 | $13,234 | $9,440 | $3,794 | $3,794 |
| Eaton Corp | P | 2015-03-25 | 2019-02-25 | $8,130 | $5,297 | $2,833 | $2,833 |
| Eaton Corp | P | 2013-06-13 | 2019-02-25 | $8,130 | $5,365 | $2,765 | $2,765 |
| Eaton Corp | P | 2013-03-01 | 2019-02-25 | $4,065 | $2,623 | $1,442 | $1,442 |
| Ultra Beauty | P | 2018-07-18 | 2019-03-19 | $16,746 | $12,512 | $4,234 | $4,234 |
| Quest Diagnostics | P | 2017-11-28 | 2019-04-01 | $75,000 | $75,000 | $0 | $0 |
| USTN | P | 2018-04-23 | 2019-04-30 | $50,000 | $49,847 | $153 | $153 |
| Amgen | P | 2017-11-07 | 2019-05-10 | $50,000 | $50,000 | $0 | $0 |
| Ecolab | P | 2015-03-25 | 2019-05-10 | $9,016 | $5,733 | $3,283 | $3,283 |
| Eaton Corp | P | 2015-12-09 | 2019-05-10 | $16,103 | $8,914 | $7,189 | $7,189 |
| Eaton Corp | P | 2013-03-01 | 2019-05-10 | $12,077 | $7,868 | $4,209 | $4,209 |
| Eaton Corp | P | 2013-04-22 | 2019-05-10 | $40,257 | $23,548 | $16,709 | $16,709 |
| Eaton Corp | P | 2013-06-12 | 2019-05-10 | $16,103 | $10,432 | $5,671 | $5,671 |
| State Street | P | 2016-01-29 | 2019-05-21 | $6,028 | $5,374 | $654 | $654 |
| State Street | P | 2011-02-01 | 2019-05-21 | $12,055 | $9,573 | $2,482 | $2,482 |
| State Street | P | 2011-02-16 | 2019-05-21 | $12,055 | $9,186 | $2,869 | $2,869 |
| State Street | P | 2011-04-01 | 2019-05-21 | $6,028 | $4,549 | $1,479 | $1,479 |
| State Street | P | 2011-04-06 | 2019-05-21 | $6,028 | $4,616 | $1,412 | $1,412 |
| State Street | P | 2011-08-17 | 2019-05-21 | $18,083 | $10,434 | $7,649 | $7,649 |
| State Street | P | 2011-09-16 | 2019-05-21 | $12,055 | $6,870 | $5,185 | $5,185 |
| McDonalds | P | 2018-01-17 | 2019-05-29 | $50,000 | $49,880 | $120 | $120 |
| VMWare | P | 2016-07-20 | 2019-05-29 | $19,245 | $5,899 | $13,346 | $13,346 |
| Visa | P | 2014-04-16 | 2019-06-25 | $34,597 | $10,331 | $24,266 | $24,266 |
| TD Bank Note | P | 2016-09-15 | 2019-07-02 | $35,000 | $35,000 | $0 | $0 |
| USTN 10yr TIPS | P | 2014-11-05 | 2019-07-15 | $17,970 | $17,969 | $1 | $1 |
| USTN 10yr TIPS | P | 2014-11-07 | 2019-07-15 | $11,980 | $11,979 | $1 | $1 |
| USTN 10yr TIPS | P | 2014-05-16 | 2019-07-15 | $29,950 | $29,948 | $2 | $2 |
| Alphabet CL C | P | 2006-10-04 | 2019-07-19 | $22,626 | $4,047 | $18,579 | $18,579 |
| Alphabet CL C | P | 2006-07-21 | 2019-07-19 | $156 | $27 | $129 | $129 |
| Visa | P | 2013-08-13 | 2019-07-19 | $18,065 | $4,491 | $13,574 | $13,574 |
| Ecolab | P | 2015-03-25 | 2019-08-01 | $10,160 | $5,733 | $4,427 | $4,427 |
| Visa | P | 2013-08-13 | 2019-08-01 | $9,019 | $2,245 | $6,774 | $6,774 |
| Charles Schwab | P | 2016-01-26 | 2019-08-08 | $63,290 | $43,069 | $20,221 | $20,221 |
| Charles Schwab | P | 2016-02-25 | 2019-08-08 | $29,783 | $19,076 | $10,707 | $10,707 |
| Charles Schwab | P | 2016-03-10 | 2019-08-08 | $7,446 | $5,360 | $2,086 | $2,086 |
| CVS | P | 2016-03-28 | 2019-08-12 | $40,000 | $40,000 | $0 | $0 |
| American Express | P | 2016-10-25 | 2019-08-15 | $50,000 | $50,000 | $0 | $0 |
| Visa | P | 2013-08-13 | 2019-08-20 | $9,000 | $2,245 | $6,755 | $6,755 |
| Old Domion Freight | P | 2018-12-11 | 2019-09-04 | $16,137 | $13,282 | $2,855 | $2,855 |
| Dollar General | P | 2015-11-30 | 2019-09-04 | $15,673 | $6,474 | $9,199 | $9,199 |
| Dunkin Brands | P | 2017-08-04 | 2019-09-04 | $8,322 | $5,434 | $2,888 | $2,888 |
| Dunkin Brands | P | 2014-06-17 | 2019-09-04 | $16,091 | $8,948 | $7,143 | $7,143 |
| Kellog | P | 2013-12-05 | 2019-09-08 | $30,113 | $30,094 | $19 | $19 |
| Accenture | P | 2013-10-17 | 2019-09-25 | $18,945 | $7,199 | $11,746 | $11,746 |
| Thermo Fisher | P | 2019-08-20 | 2019-09-27 | $52,159 | $51,659 | $500 | $500 |
| Old Dominion Freight | P | 2018-10-25 | 2019-10-08 | $16,377 | $12,751 | $3,626 | $3,626 |
| Dollar General | P | 2012-12-13 | 2019-10-08 | $15,954 | $4,505 | $11,449 | $11,449 |
| Oracle Note | P | 2014-12-10 | 2019-10-08 | $40,000 | $40,000 | $0 | $0 |
| CSX | P | 2019-05-09 | 2019-10-14 | $76,421 | $75,697 | $724 | $724 |
| Oracle | P | 2016-01-29 | 2019-10-17 | $16,554 | $10,827 | $5,727 | $5,727 |
| Apple | P | 2016-09-26 | 2019-10-30 | $12,110 | $5,647 | $6,463 | $6,463 |
| Old Dominion Freight | P | 2018-10-25 | 2019-11-13 | $19,314 | $12,751 | $6,563 | $6,563 |
| Oracle | P | 2013-05-15 | 2019-11-13 | $16,878 | $10,200 | $6,678 | $6,678 |
| USTN 3.375% | P | 2018-06-26 | 2019-11-15 | $50,000 | $50,000 | $0 | $0 |
| USTN 3.375% | P | 2018-08-23 | 2019-11-15 | $25,000 | $25,000 | $0 | $0 |
| ULTA | P | 2019-08-20 | 2019-12-04 | $23,833 | $24,405 | -$572 | -$572 |
| Apple | P | 2019-09-26 | 2019-12-04 | $13,052 | $5,647 | $7,405 | $7,405 |
| ULTA | P | 2018-05-29 | 2019-12-04 | $47,666 | $49,935 | -$2,269 | -$2,269 |
| ULTA | P | 2018-07-24 | 2019-12-04 | $23,833 | $24,688 | -$855 | -$855 |
| Nordstroms | P | 2015-04-20 | 2019-12-06 | $25,301 | $25,275 | $26 | $26 |
| Apple | P | 2016-09-27 | 2019-12-09 | $13,392 | $5,643 | $7,749 | $7,749 |
| USTN 1.875% | P | 2019-09-04 | 2019-12-31 | $50,000 | $50,000 | $0 | $0 |
| Capital Gains Dividends | P | $681 | $681 | $681 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $267,054 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $274,270 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,232,559 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052416 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $214,375 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,085,121 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042157 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $165,679 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,717,404 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035121 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $163,155 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,593,930 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035515 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $154,048 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,693,435 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041709 | DistributionYr5Rt |
| Total Distribution | 0.206918 | TotalDistributionRt |
| Average Distribution | 0.041384 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,475,847 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $226,612 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $229,902 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $248,990 | 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 | $3,290 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,290 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $32 | EsPenaltyAmt |
| Tax Due | $822 | TaxDueAmt |
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 | Yes (1) | 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 | Sally Kernan | IndividualWithBooksNm |
| 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 | 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 (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 | 0.00 | $0 | $0 | $0 |
| SALLY CIARO | ||||||||
| 396 WATERTOWN ROAD | MIDDLEBURY | CT | 06762 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PATRICIA DUNN | ||||||||
| 70 MASTERS DRIVE | SOUTHINGTON | CT | 06489 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LYNN FRANKLIN HENRY | ||||||||
| ASH SWAMP ROAD | WOODBURY | CT | 06798 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SALLY KERNAN | ||||||||
| 700 BREAKNECK HILL ROAD | MIDDLEBURY | CT | 06762 | TREASURER | 0.00 | $0 | $0 | $0 |
| MARGARET LAWLOR | ||||||||
| 200 SOUTHWEST RD | WATERBURY | CT | 06708 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CHRISTINE PAPE | ||||||||
| 55 SOUTH STREET | MIDDLEBURY | CT | 06762 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LAURIE ST JOHN | ||||||||
| 22 KETTLETOWN RD | SOUTHBURY | CT | 06844 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| M CATHERINE SMITH | ||||||||
| PO BOX 1436 | MIDDLEBURY | CT | 06762 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| STEPHANIE CUMMINGS | ||||||||
| 66 FLEETWOOD DR | WATERBURY | CT | 06702 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHRYN LAURIA | ||||||||
| 53 HOLLOW ROAD | WOODBURY | CT | 06798 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARCEA MONAGAN | ||||||||
| 206 SUGAR MAPLE WAY | MIDDLEBURY | CT | 06762 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANNIE SCOTT | ||||||||
| 585 PARK RD | WATEBURY | CT | 06708 | DIRECTOR | 0.00 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,139,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $420,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,559,236 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,559,236 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,389 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,475,847 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $273,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $273,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,290 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,290 | TotalTaxAmt |
| Distributable Before Adj | $270,502 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $270,502 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $270,502 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $248,990 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $248,990 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,290 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $245,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $270,502 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $235,397 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $248,990 | QualifyingDistributionsAmt |
| Applied To Year1 | $235,397 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,593 | 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 | $256,909 | 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 | 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 | Request application from the foundation. Complete application and return with proof of acceptance to a 2 or 4 year degree program. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | April 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must have been a member of Girl's Inc for Three Years | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Act 54 Ministries | |||||
| 1713 Thomaston Ave | waterbury | CT | 06705 | Operating Support | $25,600 |
| Brass City Charter School | |||||
| 212 Chestnut St | Waterbury | CT | 06710 | Operating Support | $25,000 |
| Chlldren's Community School | |||||
| 31 Wolcott St STE D | Waterbury | CT | 06702 | Operating Support | $250 |
| CT Community Fund | |||||
| 43 Field Street | Waterbury | CT | 06702 | Operating Support | $500 |
| Flanders Nature Center | |||||
| 596 Flanders Rd | Woodbury | CT | 06798 | Operating Support | $10,290 |
| Hopeville Church | |||||
| 160 Piedmont | Waterbury | CT | 06706 | Operating Support | $5,500 |
| Mattatuck Museum | |||||
| 63 Prospect ST | waterbury | CT | 06702 | Operating Support | $25,000 |
| Police Activity League of Waterbury | |||||
| 64 Division Street | Waterbury | CT | 06704 | Operating Support | $20,000 |
| Sacred Heart HS | |||||
| 142 S Elm Stree | Waterbury | CT | 06706 | Financial Aid | $5,000 |
| Safe Haven | |||||
| 29 Central Avenue | Waterbury | CT | 06702 | Operating Support | $20,000 |
| Salvation Army | |||||
| 74 Central Ave | Waterbury | CT | 06702 | Operating Support | $10,000 |
| Seven Angels Theater | |||||
| 1 Plank Rd | Waterbury | CT | 06705 | Operating Support | $6,500 |
| ST Margarets- Willow PlazaCommunity Center | |||||
| 60 Elmwood Avenue | Waterbury | CT | 06702 | Operating Support | $8,000 |
| St Vincent de Paul | |||||
| 144 Benedict Street | Waterbury | CT | 06706 | Operating Support | $20,000 |
| University of Arizona | |||||
| 1200 E University Blvd | Tucson | AZ | 85721 | Financial Aid | $5,000 |
| University of CT | |||||
| 99 E Main Street | Waterbury | CT | 06702 | Financial Aid | $10,000 |
| Waterbury Reads | |||||
| 267 Grand Street | Waterbury | CT | 06702 | Operating Support | $14,500 |
| Waterbury Youth Services | |||||
| 83 Prospect ST | Waterbury | CT | 06702 | Operating Support | $12,850 |
| YMCA | |||||
| 136 W Main Street | Waterbury | CT | 06702 | Operating Support | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $248,990 | 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 |
| Related Or Exempt Function Incm | $14 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $100,645 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $267,054 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $377,713 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $377,713 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | Realized Gain on Sale of Securities | RelationshipStatementTxt |
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 Person | Estate of Nancy Camp | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Charles Heaven Co 207-231 Bank Stre | AddressLine1Txt |
| City | Waterbury | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $48,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BNY MELLON | AT COST | $3,388,192 | $5,146,261 |
| 106 SHARES PLATT BROTHERS | AT COST | $54,696 | $104,728 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $235 | $0 | $0 | $0 |
| BOARD MEETINGS | $1,255 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT & BANK FEES | CategoryTxt |
| Amt | $38,743 | Amt |
| Net Investment Income | $38,743 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $4,826 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments