ELISHA LEAVENWORTH FOUNDATION INCORPORATED: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ELISHA LEAVENWORTH FOUNDATION INCORPORATED (EIN 06-6035206)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201903169349101670
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T14:20:38-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-12 | 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 | 173.9.76.173 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 14:20:35 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5CF821CC49EF3344ED451425D5DA003FAFB6CFD8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,936,165 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $19,895 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,895 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,445 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,445 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $170,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,604,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $170,251 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,500 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $262,091 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $262,091 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $38,731 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,731 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,999 | 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 | $44,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,731 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $276,504 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $276,504 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $320,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,731 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $276,504 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$58,563 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,761 | CashBOYAmt |
| Cash EOY | $44,529 | CashEOYAmt |
| Cash EOYFMV | $44,529 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $211,166 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $233,878 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $233,878 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,596,313 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,508,270 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,657,758 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,845,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,786,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,936,165 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,845,240 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,786,677 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,845,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,786,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,845,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,786,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,845,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$58,563 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,786,677 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,786,677 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BNY Mellon | P | $1,344,981 | $1,167,000 | $177,981 | $177,981 |
| BNY Mellon Cap. Gain Distribution | P | $2,017 | $2,017 | $2,017 | |
| BNY Mellon | P | $257,453 | $264,080 | -$6,627 | -$6,627 |
| BNY Mellon Return on Capital | P | $3,120 | -$3,120 | -$3,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $170,251 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $214,375 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,085,121 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042157 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $165,679 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,717,404 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035121 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $163,155 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,593,930 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035515 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $154,048 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,693,435 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041709 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $107,907 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,752,299 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039206 | DistributionYr5Rt |
| Total Distribution | 0.193708 | TotalDistributionRt |
| Average Distribution | 0.038742 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,232,559 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $202,720 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,234 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $204,954 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $276,504 | 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 | $2,234 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,234 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,234 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $92 | EsPenaltyAmt |
| Tax Due | $2,326 | 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 (15 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 |
| PALMIRA METCALF | ||||||||
| 700 SOUTH STREET | MIDDLEBURY | CT | 06762 | DIRECTOR | 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 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| LISA SPERRY | ||||||||
| 36 FAIRGROUNDS ROAD | WOODBURY | CT | 06798 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JILL STEVENSON | ||||||||
| 772 BREAKNECK HILL ROAD | MIDDLEBURY | CT | 06762 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| FAITH K STEWART | ||||||||
| 15 WOODBURY HILL | WOODBURY | CT | 06798 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARY WIATR | ||||||||
| 23 STEEPLEVIEW LANE | WOODBURY | CT | 06798 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| TAMI WALKER | ||||||||
| 130 MUNSON ROAD | MIDDLEBURY | CT | 06762 | SECRETARY | 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 | $5,042,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $270,020 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,312,243 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,312,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,684 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,232,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $261,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $261,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,234 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,234 | TotalTaxAmt |
| Distributable Before Adj | $259,394 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $259,394 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $259,394 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $276,504 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $276,504 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,234 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $274,270 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,394 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $252,507 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $276,504 | QualifyingDistributionsAmt |
| Applied To Year1 | $252,507 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,997 | 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 | $235,397 | 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 (14 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 | $40,000 |
| Brass City Charter School | |||||
| 212 Chestnut St | Waterbury | CT | 06710 | Operating Support | $20,000 |
| Chlldren's Community School | |||||
| 31 Wolcott St STE D | Waterbury | CT | 06702 | Operating Support | $29,004 |
| CT Community Fund | |||||
| 43 Field Street | Waterbury | CT | 06702 | Operating Support | $500 |
| Girls on Fyre | |||||
| 276 Highland Avenue | Waterbury | CT | 06708 | Operating Support | $35,000 |
| Hopeville Church | |||||
| 160 Piedmont | Waterbury | CT | 06706 | Operating Support | $5,000 |
| Police Activity League of Waterbury | |||||
| 64 Division Street | Waterbury | CT | 06704 | Operating Support | $40,000 |
| Sacred Heart HS | |||||
| 142 S Elm Stree | Waterbury | CT | 06706 | Operating Support | $5,000 |
| Safe Haven | |||||
| 29 Central Avenue | Waterbury | CT | 06702 | Operating Support | $14,000 |
| Salvation Army | |||||
| 74 Central Ave | Waterbury | CT | 06702 | Operating Support | $10,000 |
| St Vincent de Paul | |||||
| 144 Benedict Street | Waterbury | CT | 06706 | Operating Support | $40,000 |
| University of CT | |||||
| 99 E Main Street | Waterbury | CT | 06702 | Operating Support | $10,000 |
| Waterbury Symphony Orchestra | |||||
| 160 Robbins Street | Waterbury | CT | 06708 | Operating Support | $3,000 |
| 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 | $276,504 | 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 | $19,895 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,445 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $171,354 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $90,737 | ExclusionAmt |
| Related Or Exempt Function Incm | $171,354 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $262,091 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BNY MELLON | AT COST | $3,453,574 | $4,553,030 |
| 106 SHARES PLATT bROTHERS | AT COST | $54,696 | $104,728 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $390 | $0 | $0 | $0 |
| Board Meetings | $960 | $0 | $0 | $0 |
| Insurrance | $2,649 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $10,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,500 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT & BANK FEES | $38,731 | $38,731 | $0 | $0 |
| Consulting Fees | $0 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax | CategoryTxt |
| Amt | $1,420 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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