ELISHA LEAVENWORTH FOUNDATION INCORPORATED: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ELISHA LEAVENWORTH FOUNDATION INCORPORATED (EIN 06-6035206)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201843189349102089
- Schema version
- 2017v2.3
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T14:27:11-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 BANK ST | AddressLine1Txt |
| City | WATERBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 |
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 | 2018-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E SWEENEY JR | PreparerPersonNm |
| PTIN | P01215711 | PTIN |
| Phone | 2037534101 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
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 | 2018-11-14 | IPDt |
| IP Tm | 13:27:11 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FF0559AF860E13B8F241883455B4F44323847C26 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AEFE27BFFDBE45EB699CCD4FDF03C97DDE92AF6F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,450,963 | 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 | $18,052 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,052 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,894 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,993 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,113,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,993 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $210,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,939 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,200 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $36,560 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,060 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $567 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $44,327 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $258,702 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,879 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,869 | CashBOYAmt |
| Cash EOY | $37,761 | CashEOYAmt |
| Cash EOYFMV | $37,761 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $237,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $211,166 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $211,166 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,549,063 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,596,313 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,202,036 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,893,003 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,845,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,450,963 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,893,003 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,845,240 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,893,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,845,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,893,003 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,845,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,893,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,763 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,845,240 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,845,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BNY MELLON | P | $325,334 | $331,626 | -$6,292 | -$6,292 |
| BNY MELLON | P | $787,484 | $644,798 | $142,686 | $142,686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,993 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $136,394 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $165,679 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,717,404 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035121 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $163,155 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,593,930 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035515 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $154,048 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,693,435 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041709 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $107,907 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,752,299 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039206 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,483,698 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.018118 | DistributionYr5Rt |
| Total Distribution | 0.169669 | TotalDistributionRt |
| Average Distribution | 0.033934 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,085,121 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $172,558 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,749 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $174,307 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $214,375 | 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 | $1,749 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,749 | SubtotalAmt |
| Tax Based On Investment Income | $1,749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $329 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $329 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,420 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | 000.00 | $0 | $0 | $0 |
| SALLY CIARO | ||||||||
| 396 WATERTOWN ROAD | MIDDLEBURY | CT | 06762 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| PATRICIA DUNN | ||||||||
| 70 MASTERS DRIVE | SOUTHINGTON | CT | 06489 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LYNN FRANKLIN HENRY | ||||||||
| ASH SWAMP ROAD | WOODBURY | CT | 06798 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SALLY KERNAN | ||||||||
| 700 BREAKNECK HILL ROAD | MIDDLEBURY | CT | 06762 | TREASURER | 000.00 | $0 | $0 | $0 |
| MARGARET LAWLOR | ||||||||
| 200 SOUTHWEST RD | WATERBURY | CT | 06708 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| PALMIRA METCALF | ||||||||
| 700 SOUTH STREET | MIDDLEBURY | CT | 06762 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CHRISTINE PAPE | ||||||||
| 55 SOUTH STREET | MIDDLEBURY | CT | 06762 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LAURIE ST JOHN | ||||||||
| 22 KETTLETOWN RD | SOUTHBURY | CT | 06844 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| M CATHERINE SMITH | ||||||||
| PO BOX 1436 | MIDDLEBURY | CT | 06762 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| LISA SPERRY | ||||||||
| 36 FAIRGROUNDS ROAD | WOODBURY | CT | 06798 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JILL STEVENSON | ||||||||
| 772 BREAKNECK HILL ROAD | MIDDLEBURY | CT | 06762 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| FAITH K STEWART | ||||||||
| 15 WOODBURY HILL | WOODBURY | CT | 06798 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MARY WIATR | ||||||||
| 23 STEEPLEVIEW LANE | WOODBURY | CT | 06798 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| TAMI WALKER | ||||||||
| 130 MUNSON ROAD | MIDDLEBURY | CT | 06762 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,823,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $338,970 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,162,559 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,162,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,438 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,085,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $254,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $254,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,749 | TotalTaxAmt |
| Distributable Before Adj | $252,507 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $252,507 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $252,507 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,375 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $214,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,749 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $212,626 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $252,507 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $189,361 | UndistributedIncomePYAmt |
| Qualifying Distributions | $214,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $189,361 | AppliedToYear1Amt |
| Applied To Current Year | $25,014 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $227,493 | UndistributedIncomeCYAmt |
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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ACT 54 MINISTRIES | ||||||
| 1713 THOMASTON AVE | WATERBURY | CT | 06705 | OPERATING SUPPORT | $29,875 | |
| BRASS CITY CHARTER SCHOOL | ||||||
| 212 CHESTNUT ST | WATERBURY | CT | 06710 | OPERATING SUPPORT | $25,000 | |
| SILAS BRONSON LIBRARY | ||||||
| 267 GRAND STREET | WATERBURY | CT | 06702 | OPERATING SUPPORT | $20,000 | |
| CHLLDREN'S COMMUNITY SCHOOL | ||||||
| 31 WOLCOTT ST STE D | WATERBURY | CT | 06702 | OPERATING SUPPORT | $10,000 | |
| POLICE ACTIVITY LEAGUE OF WATERBURY | ||||||
| 64 DIVISION STREET | WATERBURY | CT | 06704 | OPERATING SUPPORT | $40,000 | |
| SAFE HAVEN | ||||||
| 29 CENTRAL AVENUE | WATERBURY | CT | 06702 | OPERATING SUPPORT | $39,000 | |
| SCHOLARSHIPS | ||||||
| PO BOX 1032 | MIDDLEBURY | CT | 06762 | FINANCIAL AID | $10,000 | |
| CT PRE ENGINEERING PROGRAM | ||||||
| WESTPORT INNOVATION HUB | WESTPORT | CT | 06880 | OPERATING SUPPORT | $10,500 | 20 KETCHUM ST 1ST FLOOR |
| SALVATION ARMY | ||||||
| 74 CENTRAL AVE | WATERBURY | CT | 06702 | OPERATING SUPPORT | $15,000 | |
| ST VINCENT DE PAUL SOCIETY | ||||||
| 114 BENEDICT ST | WATERBURY | CT | 06706 | OPERATING SUPPORT | $10,000 | |
| CATHOLIC CHARITIES | ||||||
| 56 CHURCH ST | WATERBURY | CT | 06702 | OPERATING SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,375 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,052 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,894 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $599 | ExclusionAmt |
| Related Or Exempt Function Incm | $136,394 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,545 | ExclusionAmt |
| Related Or Exempt Function Incm | $136,394 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,939 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $7,200 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BNY MELLON | AT COST | $3,541,617 | $4,094,308 |
| 106 SHARES PLATT BROTHERS | AT COST | $54,696 | $107,728 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE EXPENSES | $567 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT & BANK FEES | $36,060 | $36,060 |
| CONSULTING FEES | $500 |
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