MAXIMILIAN E & MARION O HOFFMAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MAXIMILIAN E & MARION O HOFFMAN FOUNDATION INC (EIN 22-2648036)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-06
- IRS object ID
- 202503109349100325
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T11:04:59-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222648036 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAXIMILIAN E AND MARION O HOFFMAN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXI | BusinessNameControlTxt |
| Phone | 8605212949 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 970 FARMINGTON AVENUE 203 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARION L BARRAK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8605212949 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN CUMMINGS | PreparerPersonNm |
| PTIN | P01510495 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Preparation | 2025-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,143,051 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $31,802 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,802 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,994,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,994,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,275,400 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,351,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,275,400 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,301,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,301,819 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $430,430 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $255,029 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $175,401 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $69,740 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $34,870 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $34,870 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $200,670 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $119,987 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $80,683 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,636 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $30,636 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,424 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,424 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $157,592 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $157,032 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $560 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $54,142 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,670 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $450 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,007,004 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $631,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $292,714 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,052,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,052,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,059,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $631,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,344,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $242,725 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,670,171 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $671,569 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $338,746 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $338,746 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,376 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,525 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,525 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $39,807,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,436,845 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,762,723 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,081,610 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,884 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,707 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $61,418 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,418 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $4,350 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,350 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,350 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $45,569,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,812,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,143,051 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $70,075 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $70,075 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $70,075 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $70,075 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $45,499,550 | RetainedEarningBOYAmt |
| Retained Earning EOY | $45,742,275 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,499,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,742,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,569,625 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,812,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,499,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $242,725 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $45,742,275 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,742,275 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GMO | P | $1,264,734 | $1,076,095 | $188,639 | $188,639 |
| MULTI-STRATEGY FUND | P | $725,216 | $725,216 | $725,216 | |
| CAPITAL GAINS DIVIDENDS | P | $361,545 | $361,545 | $361,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,275,400 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,115 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,115 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,115 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,757 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $56,757 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,642 | OverpaymentAmt |
| Applied To ES Tax | $19,642 | 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 |
| Org Report Or Register State | NY | 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 | JUNE KWIATKOWSKI | IndividualWithBooksNm |
| Phone | 8605212949 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 970 FARMINGTON AVE | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| MARION L BARRAK | ||||||||
| 970 FARMINGTON AVENUE 203 | WEST HARTFORD | CT | 06107 | PRESIDENT/DIRECTOR | 40.00 | $150,480 | $22,572 | $20,149 |
| MICHAEL B CHAHO | ||||||||
| 970 FARMINGTON AVENUE 203 | WEST HARTFORD | CT | 06107 | TREASURER/CFO | 40.00 | $134,420 | $20,163 | $34,803 |
| SAMI BARRAK | ||||||||
| 970 FARMINGTON AVENUE 203 | WEST HARTFORD | CT | 06107 | VICE PRESIDENT/SECRETARY | 40.00 | $112,530 | $16,880 | $9,392 |
| ROBERT M JERESATY MD | ||||||||
| 970 FARMINGTON AVENUE 203 | WEST HARTFORD | CT | 06107 | DIRECTOR (RESIGNED 2/25/25) | 2.00 | $11,000 | $0 | $0 |
| MARIE GUSTIN PHD | ||||||||
| 970 FARMINGTON AVENUE 203 | WEST HARTFORD | CT | 06107 | DIRECTOR | 2.00 | $11,000 | $0 | $0 |
| ANN MARIE FAULISO | ||||||||
| 970 FARMINGTON AVENUE 203 | WEST HARTFORD | CT | 06107 | DIRECTOR | 2.00 | $11,000 | $0 | $0 |
| JOSEPH R JERESATY | ||||||||
| 970 FARMINGTON AVENUE 203 | WEST HARTFORD | CT | 06107 | DIRECTOR (APPOINTED 3/1/25) | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GMO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET 33RD FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $156,242 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $49,183,457 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,016,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,199,953 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,199,953 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $752,999 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,446,954 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,472,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,472,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,115 | TotalTaxAmt |
| Distributable Before Adj | $2,435,233 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,435,233 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,435,233 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,344,804 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,344,804 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,435,233 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,048,441 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,344,804 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,048,441 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $296,363 | 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 | $2,138,870 | 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 | MARION BARRAK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 970 FARMINGTON AVE SUITE 203 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8605212949 | RecipientPhoneNum |
| Form And Info And Materials | PRESCRIBED APPLICATION FORM WHICH MAY BE OBTAINED FROM THE FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | YES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE OTHER THAN POLITICAL LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLAU HOUSE & GARDENS INC | |||||||
| 9 BAYBERRY RIDGE ROAD | WESTPORT | CT | 06880 | N/A | PC | GENERAL SUPPORT | $5,000 |
| LANDMARK COMMUNITY THEATRE | |||||||
| PO BOX 158 | THOMASTON | CT | 06787 | N/A | PC | RENOVATIONS | $10,000 |
| AMERICAN MURAL PROJECT INC | |||||||
| 90 WHITING STREET PO BOX 538 | WINSTED | CT | 06098 | N/A | PC | ROOF RENOVATIONS | $25,000 |
| SHORELINE ARTS ALLIANCE INC | |||||||
| 63 WALL STREET | MADISON | CT | 06443 | N/A | PC | ANNUAL STUDENT ART SHOW | $8,000 |
| HARTFORD PERFORMS | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | N/A | PC | ARTS EDUCATIONAL PROGRAMS | $10,000 |
| CONNECTICUT SYMPHONY ORCHESTRA INC | |||||||
| 82 LAWTON ROAD | CANTON | CT | 06019 | N/A | PC | 2024-2025 CONCERT SEASON | $6,000 |
| HARTFORD CHORALE INC | |||||||
| 233 PEARL STREET 17 | HARTFORD | CT | 06103 | N/A | PC | SPRING CONCERT | $5,000 |
| THROWN STONE THEATRE COMPANY | |||||||
| PO BOX 731 | RIDGEFIELD | CT | 06877 | N/A | PC | 2025 SEASON SUPPORT | $10,000 |
| CONNECTICUT CHOPIN FOUNDATION INC | |||||||
| 26 CHESTNUT COURT | ROCKY HILL | CT | 06067 | N/A | PC | PIANO COMPETITION | $6,000 |
| HARTFORD STAGE COMPANY | |||||||
| 50 CHURCH STREET | HARTFORD | CT | 06103 | N/A | PC | GENERAL SUPPORT | $15,000 |
| GUILFORD PERFORMING ARTS FESTIVAL | |||||||
| PO BOX 345 | GUILFORD | CT | 06437 | N/A | PC | ARTS FESTIVAL | $5,000 |
| THEATERWORKS INC | |||||||
| 233 PEARL STREET | HARTFORD | CT | 06103 | N/A | PC | EDUCATIONAL OUTREACH PROGRAMS | $15,000 |
| FOUNDATION FOR THE ADVANCEMENT OF CATHOLIC SCHOOLS INC | |||||||
| 92 HOPMEADOW STREET | WEATOGUE | CT | 06098 | N/A | PC | SCHOLARSHIPS | $50,000 |
| READ TO GROW INC | |||||||
| 53 SCHOOL GROUND ROAD | BRANFORD | CT | 06405 | N/A | PC | CHILDHOOD LITERACY PROGRAM | $5,000 |
| PROVIDENCE COLLEGE | |||||||
| 1 CUNNINGHAM SQUARE | PROVIDENCE | RI | 02918 | N/A | PC | NURSING AND HEALTH SCIENCES CENTER | $50,000 |
| INTENSIVE EDUCATION ACADEMY INC | |||||||
| 540 NORTH MAIN STREET | WEST HARTFORD | CT | 06117 | N/A | PC | UPGRADE CAFETERIA AC UNIT | $50,000 |
| GOODWIN UNIVERSITY | |||||||
| ONE RIVERSIDE DRIVE | EAST HARTFORD | CT | 06118 | N/A | PC | NURSING SIMULATION TECHNOLOGY AND TRAINING | $75,000 |
| NOAH WEBSTER HOUSE INC | |||||||
| 227 SOUTH MAIN STREET | WEST HARTFORD | CT | 06107 | N/A | PC | EDUCATION PROGRAMS | $10,000 |
| HAMDEN HALL SCHOOL INC | |||||||
| 1108 WHITNEY AVENUE | HAMDEN | CT | 06517 | N/A | PC | MYSTIC SEAPORT EDUCATIONAL PROGRAM | $6,000 |
| HORIZONS AT CT STATE NORWALK INC | |||||||
| PO BOX 244 | NORWALK | CT | 06853 | N/A | PC | SUMMER PROGRAM | $2,500 |
| PRESIDENT AND TRUSTEES OF BATES COLLEGE | |||||||
| LANE HALL RM 204 2 ANDREWS ROAD | LEWISTON | ME | 04240 | N/A | PC | HOFFMAN FOUNDATION SCHOLARSHIP FUND | $250,000 |
| COMMUNITY COUNSELING CENTER OF CENTRAL CONNECTICUT INC | |||||||
| 53 MUIR AVENUE | BRISTOL | CT | 06010 | N/A | PC | MENTAL HEALTH SERVICES | $5,000 |
| JACKSON LABORATORY | |||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04609 | N/A | PC | RESEARCH | $150,000 |
| MIDDLESEX HOSPITAL | |||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | N/A | PC | NEW AMBULANCE | $150,000 |
| DANBURY HOSPITAL & NEW MILFORD HOSPITAL FOUNDATION INC | |||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 06810 | N/A | PC | CANCER CENTER RENOVATIONS | $50,000 |
| GRIFFIN HOSPITAL DEVELOPMENT FUND INC | |||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | N/A | PC | EMERGENCY PSYCHIATRIC UNIT | $25,000 |
| EPARCHY OF ST MARON OF BROOKLYN | |||||||
| 109 RAMSEN STREET | BROOKLYN | NY | 11201 | N/A | PC | SAINT SHARBEL SPIRITUAL LIFE CENTER | $50,000 |
| HOLY FAMILY PASSIONIST RETREAT CENTER | |||||||
| 303 TUNXIS ROAD | WEST HARTFORD | CT | 06107 | N/A | PC | RENOVATIONS | $50,000 |
| CHARTER OAK AMATEUR BOXING ACADEMY | |||||||
| 81 POPE PARK HIGHWAY | HARTFORD | CT | 06106 | N/A | PC | FACILITY AND OPERATIONS | $25,000 |
| HANDS ON HARTFORD INC | |||||||
| 55 BARTHOLOMEW AVENUE | HARTFORD | CT | 06106 | N/A | PC | FOOD PANTRY | $10,000 |
| THE MARY WADE HOME INCORPORATED | |||||||
| 118 CLINTON AVENUE | NEW HAVEN | CT | 06513 | N/A | PC | GENERAL SUPPORT | $25,000 |
| THE DIAPER BANK OF CONNECTICUT INC | |||||||
| 370 STATE STREET SUITE 4 | NORTH HAVEN | CT | 06473 | N/A | PC | DIAPER DISTRIBUTION PROGRAM | $10,000 |
| HORIZONS INC | |||||||
| PO BOX 323 | SOUTH WINDSOR | CT | 06266 | N/A | PC | SUMMER CAMP AND PROGRAMS | $12,000 |
| DOWNTOWN EVENING SOUP KITCHEN INC | |||||||
| PO BOX 1478 | NEW HAVEN | CT | 06506 | N/A | PC | DROP-IN AND RESOURCE CENTER CONSTRUCTION | $100,000 |
| HARTFORD INTERVAL HOUSE INC | |||||||
| PO BOX 340207 | HARTFORD | CT | 06134 | N/A | PC | TECHNOLOGY INFRASTRUCTURE | $50,000 |
| PLAINVILLE COMMUNITY FOOD PANTRY INC | |||||||
| 54 SOUTH CANAL STREET PO BOX 233 | PLAINVILLE | CT | 06062 | N/A | PC | PANTRY SUPPORT | $10,000 |
| HOCKANUM VALLEY COMMUNITY COUNCIL INC | |||||||
| 29 NAECK ROAD SUITE 5A | VERNON | CT | 06066 | N/A | PC | MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAM | $15,000 |
| MY SISTER'S PLACE INC | |||||||
| 221 MAIN STREET | HARTFORD | CT | 06106 | N/A | PC | GENERAL SUPPORT | $65,000 |
| OPERATION FUEL INC | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-300 | HARTFORD | CT | 06106 | N/A | PC | ENERGY ASSISTANCE | $50,000 |
| NEW HORIZONS INC | |||||||
| 37 BLISS MEMORIAL ROAD | UNIONVILLE | CT | 06085 | N/A | PC | LIFE ENRICHING PROGRAMS FOR RESIDENTS | $8,590 |
| HIGH HOPES THERAPEUTIC RIDING INC | |||||||
| 36 TOWN WOODS ROAD | OLD LYME | CT | 06371 | N/A | PC | THERAPEUTIC PROGRAMS | $10,000 |
| IMMACARE INC | |||||||
| 168 HUNGERFORD STREET | HARTFORD | CT | 06106 | N/A | PC | MOBILE OUTREACH PROGRAM | $10,000 |
| ST VINCENT DEPAUL PLACE MIDDLETOWN INC | |||||||
| 617 MAIN STREET PO BOX 398 | MIDDLETOWN | CT | 06457 | N/A | PC | SOUP KITCHEN AND COMMUNITY ASSISTANCE PROGRAM | $20,000 |
| NEW REACH INC | |||||||
| PO BOX 8608 | NEW HAVEN | CT | 06534 | N/A | PC | CRISIS SERVICES - EMERGENCY SHELTER AND FOOD SECURITY | $20,000 |
| HARC INC | |||||||
| 500 ASYLUM AVENUE | HARTFORD | CT | 06824 | N/A | PC | PROGRAMS | $15,000 |
| MAKE-A-WISH FOUNDATION OF CT INC | |||||||
| 56 COMMERCE DRIVE | TRUMBULL | CT | 06611 | N/A | PC | FUNDING FOR WISHES | $50,000 |
| CONNECTICUT FOODSHARE INC | |||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | N/A | PC | WAREHOUSE UPGRADES | $18,000 |
| CONNECTICUT ELECTRIC RAILWAY ASSOCIATION INCORPORATED | |||||||
| 58 NORTH ROAD PO BOX 360 | EAST WINDSOR | CT | 06088 | N/A | PC | RESTORATION PROJECT | $25,000 |
| CONNECTICUT FORUM INC | |||||||
| 750 MAIN STREET | HARTFORD | CT | 06101 | N/A | PC | SUPPORT FOR 33RD SEASON | $10,000 |
| ELIZABETH PARK CONSERVANCY INC | |||||||
| 1561 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | N/A | PC | REPAIRS | $50,000 |
| MYSTIC SEAPORT MUSEUM INC | |||||||
| 75 GREENMANVILLE AVENUE | MYSTIC | CT | 06355 | N/A | PC | EXHIBITION SUPPORT | $25,000 |
| RMHC CTMA | |||||||
| 860 HOWARD AVENUE SUITE A | NEW HAVEN | CT | 06519 | N/A | PC | GUEST ROOM EXPANSION PROJECT | $50,000 |
| THE MARK TWAIN MEMORIAL | |||||||
| 351 FARMINGTON AVENUE | HARTFORD | CT | 06105 | N/A | PC | EXHIBITION SUPPORT | $20,000 |
| AMERICAN MUSEUM TORT LAW INC | |||||||
| 654 MAIN STREET | WINSTED | CT | 06098 | N/A | PC | GENERAL SUPPORT | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,052,090 | 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 | $31,802 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,994,617 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,275,400 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,301,819 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,301,819 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ INC. | CategoryTxt |
| Amt | $21,424 | Amt |
| Net Investment Income | $21,424 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GMO BENCHMARK FREE FUND III | $38,178,288 | $40,407,893 |
| GMO QUALITY FUND III | $7,258,557 | $10,354,830 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GMO MULTI STRATEGY FUND OFFSHORE A | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $27,884 | BookValueAmt |
| EOYFMV | $32,707 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $30,636 | LegalFeesAmt |
| Net Investment Income | $30,636 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $4,350 | BOYBookValueAmt |
| EOY Book Value | $4,350 | EOYBookValueAmt |
| EOYFMV | $4,350 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $5,108 | $4,658 | $450 |
| TELEPHONE | $4,361 | $4,361 | $0 |
| PAYROLL PROCESSING FEES | $3,651 | $3,651 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GMO | $156,242 | $156,242 | $0 |
| GREER BENEFIT CONSULTANTS | $1,350 | $790 | $560 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $28,500 | $0 | $0 |
| STATE INCOME TAX | $750 | $0 | $750 |
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