MAIN STREET COMMUNITY FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MAIN STREET COMMUNITY FOUNDATION (EIN 06-1433299)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201811299349301636
- Schema version
- 2017v2.2
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T09:45:04-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061392255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KING KING & ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 HOLABIRD AVE | AddressLine1Txt |
| City | WINSTED | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060981727 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061433299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAIN STREET COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAIN | BusinessNameControlTxt |
| Phone | 8605836363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2702 120 HALCYON DRIVE | AddressLine1Txt |
| City | BRISTOL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SADECKI | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert E King CPA | PreparerPersonNm |
| PTIN | P00083643 | PTIN |
| Phone | 8603790215 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,350,049 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MAINSTREETFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE QUALITY OF LIFE FOR BOTH PRESENT AND FUTURE GENERATIONS IN THE COMMUNITIES WE SERVE. WE ACCOMPLISH OUR MISSION BY ENCOURAGING AND PROMOTING: GIFT PLANNING, PRUDENT STEWARDSHIP OF ASSETS, EFFECTIVE GRANT MAKING AND COMMUNITY LEADERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,045,572 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,223,532 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $237,767 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $254,074 | CYProgramServiceRevenueAmt |
| PY Investment Income | $364,143 | PYInvestmentIncomeAmt |
| CY Investment Income | $850,368 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,447 | PYOtherRevenueAmt |
| CY Other Revenue | $6,655 | CYOtherRevenueAmt |
| PY Total Revenue | $1,650,929 | PYTotalRevenueAmt |
| CY Total Revenue | $3,334,629 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $665,592 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $739,192 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $395,560 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $452,946 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $46,746 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $203,931 | PYOtherExpensesAmt |
| CY Other Expenses | $239,433 | CYOtherExpensesAmt |
| PY Total Expenses | $1,265,083 | PYTotalExpensesAmt |
| CY Total Expenses | $1,431,571 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $385,846 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,903,058 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,119,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,609,801 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,191,030 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,735,200 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,928,247 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,874,601 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENHANCE THE QUALITY OF LIFE FOR BOTH PRESENT AND FUTURE GENERATIONS IN THE COMMUNITIES WE SERVE. WE ACCOMPLISH OUR MISSION BY ENCOURAGING AND PROMOTING: GIFT PLANNING, PRUDENT STEWARDSHIP OF ASSETS, EFFECTIVE GRANT MAKING AND COMMUNITY LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $816,378 | ExpenseAmt |
| Grant | $666,567 | GrantAmt |
| Desc | The Foundation provides grants to eligible non-profit community organizations in the fields of arts and culture, community development and outreach, education, health, human services, environment and animal welfare. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $180,695 | ExpenseAmt |
| Grant | $180,695 | GrantAmt |
| Desc | THE FOUNDATION'S SCHOLARSHIP PROGRAM BRINGS TOGETHER STUDENTS IN NEED AND DONORS WHO CARE ABOUT EDUCATION TO ENABLE MORE STUDENTS TO ACHIEVE THEIR EDUCATIONAL DREAMS. THE FOUNDATION BELIEVES THAT AN INVESTMENT IN AREA STUDENTS IS AN INVESTMENT IN OUR COMMUNITY. THE IMPACT OF THIS INVESTMENT WILL BE REALIZED LONG BEYOND THE DEGREE OBTAINED. THE FOUNDATION CURRENTLY ADMINISTERS OVER 70 NAMED SCHOLARSHIP FUNDS THAT HAVE BEEN ESTABLISHED IN INDIVIDUALS, FAMILIES,BUSINESSES AND OTHER ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $86,320 | ExpenseAmt |
| Grant | $86,320 | GrantAmt |
| Desc | GRANTS FROM AGENCY ENDOWMENT FUNDS ESTABLISHED BY AN UNRELATED ENTITY WHICH USES ITS OWN FUNDS FOR ITS OWN BENEFIT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,083,393 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SADECKI | PersonNm |
| Phone | 8605836363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 HALCYON DRIVE PO Box 2702 | AddressLine1Txt |
| City | BRISTOL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060102702 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| DAVID J ALDIERI | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL J BRAULT | |||||||
| Vice Chairman | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TODD BURTON | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel J Daigle | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTINE J DARGENIO | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VALERIE A DEPAOLO | |||||||
| Secretary | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| VAL DUMAIS | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA B DUNN | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGUERITE P FLETCHER | |||||||
| Treasurer | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Scott Fournier | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Ellen Hobson | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kimbery H James | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN A LETIZIA | |||||||
| Past Chairman | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Mark Malley | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jacqueline Merchant | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM R MICARI | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kathryn C Reinhard | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN SADECKI | |||||||
| President & CEO | 38.00 | 2.00 | Yes (X) | $125,515 | $0 | $6,799 | Yes (X) |
| JOHN D SCARRITT | |||||||
| Chairman | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jennifer Scully | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Byron J Treado III | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $125,515 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $6,799 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $53,480 | FundraisingAmt |
| All Other Contributions | $2,170,052 | AllOtherContributionsAmt |
| Noncash Contributions | $1,188,960 | NoncashContributionsAmt |
| Total Contributions | $2,223,532 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 522299 | BusinessCd |
| Total Revenue Column | $254,074 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $254,074 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $254,074 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $394,079 | TotalRevenueColumnAmt |
| Exclusion | $394,079 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $456,289 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $456,289 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $456,289 | TotalRevenueColumnAmt |
| Exclusion | $456,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $16,885 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $53,480 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $15,420 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,465 | TotalRevenueColumnAmt |
| Exclusion | $1,465 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $525 | $525 |
| UNFULLFILLED GRANTS | 900099 | $4,665 | $4,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,190 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,334,629 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $259,264 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $851,833 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,666 | TotalAmt |
| Program Services | $544,666 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,526 | TotalAmt |
| Program Services | $194,526 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,384 | TotalAmt |
| Program Services | $57,769 | ProgramServicesAmt |
| Management And General | $69,592 | ManagementAndGeneralAmt |
| Fundraising | $5,023 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,379 | TotalAmt |
| Program Services | $131,506 | ProgramServicesAmt |
| Management And General | $126,137 | ManagementAndGeneralAmt |
| Fundraising | $10,736 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,212 | TotalAmt |
| Program Services | $2,104 | ProgramServicesAmt |
| Management And General | $3,108 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,328 | TotalAmt |
| Program Services | $10,495 | ProgramServicesAmt |
| Management And General | $4,833 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,643 | TotalAmt |
| Program Services | $15,505 | ProgramServicesAmt |
| Management And General | $14,872 | ManagementAndGeneralAmt |
| Fundraising | $1,266 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,270 | TotalAmt |
| Management And General | $8,270 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,778 | TotalAmt |
| Program Services | $81,778 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,712 | TotalAmt |
| Program Services | $103 | ProgramServicesAmt |
| Management And General | $9,709 | ManagementAndGeneralAmt |
| Fundraising | $8,900 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,177 | TotalAmt |
| Program Services | $18,635 | ProgramServicesAmt |
| Management And General | $17,247 | ManagementAndGeneralAmt |
| Fundraising | $1,295 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,704 | TotalAmt |
| Program Services | $18,475 | ProgramServicesAmt |
| Management And General | $19,229 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,787 | TotalAmt |
| Management And General | $1,787 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,586 | TotalAmt |
| Program Services | $1,992 | ProgramServicesAmt |
| Management And General | $8,482 | ManagementAndGeneralAmt |
| Fundraising | $112 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,996 | TotalAmt |
| Management And General | $4,996 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,383 | TotalAmt |
| Program Services | $3,564 | ProgramServicesAmt |
| Management And General | $2,819 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing and Publications | $18,409 | $1,975 | $9,718 | $6,716 |
| SPECIAL EVENTS | $8,714 | $8,714 | ||
| OTHER EXPENSES | $4,617 | $633 | $3,984 | |
| CONTRIBUTIONS | $300 | $300 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,431,571 | TotalAmt |
| Program Services | $1,083,393 | ProgramServicesAmt |
| Management And General | $301,432 | ManagementAndGeneralAmt |
| Fundraising | $46,746 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,401 | BOYAmt |
| EOY | $37,839 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $865,038 | BOYAmt |
| EOY | $644,176 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,800 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,827 | BOYAmt |
| EOY | $43,590 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,274 | BOYAmt |
| EOY | $5,273 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,093 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,141 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,947 | BOYAmt |
| EOY | $10,952 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,582,190 | BOYAmt |
| EOY | $22,169,687 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,800 | BOYAmt |
| EOY | $697,284 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,119,277 | BOYAmt |
| EOY | $23,609,801 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,844 | BOYAmt |
| EOY | $8,284 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,700 | BOYAmt |
| EOY | $32,267 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,139,486 | BOYAmt |
| EOY | $6,694,649 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,191,030 | BOYAmt |
| EOY | $6,735,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,166,128 | BOYAmt |
| EOY | $16,060,158 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,415 | BOYAmt |
| EOY | $244,739 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,704 | BOYAmt |
| EOY | $569,704 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,928,247 | BOYAmt |
| EOY | $16,874,601 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,119,277 | BOYAmt |
| EOY | $23,609,801 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,903,058 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,078,504 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$35,208 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,767,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,078,447 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,616,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,045,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,223,532 | CurrentTaxYearAmt |
| Total | $10,731,638 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,767,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,078,447 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,616,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,045,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,223,532 | CurrentTaxYearAmt |
| Total | $10,731,638 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,910,449 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,821,189 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $255,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $300,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $337,507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $338,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $394,079 | CurrentTaxYearAmt |
| Total | $1,625,722 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $259,264 | CurrentTaxYearAmt |
| Total | $265,083 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,622,443 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,073,498 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76070 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 29 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 175 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,476,869 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,391,166 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $298,906 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $763,773 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,045,007 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $20,524,240 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,950,954 | BeginningYearBalanceAmt |
| Contributions | $2,961,311 | ContributionsAmt |
| Investment Earnings Or Losses | $1,813,693 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $933,582 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $319,391 | AdministrativeExpensesAmt |
| End Year Balance | $23,472,985 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,125,019 | BeginningYearBalanceAmt |
| Contributions | $1,279,367 | ContributionsAmt |
| Investment Earnings Or Losses | $726,697 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $890,222 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $289,907 | AdministrativeExpensesAmt |
| End Year Balance | $19,950,954 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,634,738 | BeginningYearBalanceAmt |
| Contributions | $1,609,450 | ContributionsAmt |
| Investment Earnings Or Losses | $34,794 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $867,784 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $286,179 | AdministrativeExpensesAmt |
| End Year Balance | $19,125,019 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,424,072 | BeginningYearBalanceAmt |
| Contributions | $4,376,697 | ContributionsAmt |
| Investment Earnings Or Losses | $733,719 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $639,030 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $260,720 | AdministrativeExpensesAmt |
| End Year Balance | $18,634,738 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,298,981 | BeginningYearBalanceAmt |
| Contributions | $2,250,619 | ContributionsAmt |
| Investment Earnings Or Losses | $3,784,683 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $544,402 | GrantsOrScholarshipsAmt |
| Other Expenditures | $199,821 | OtherExpendituresAmt |
| Administrative Expenses | $165,988 | AdministrativeExpensesAmt |
| End Year Balance | $14,424,072 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,596 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,757 | DepreciationAmt |
| Book Value | $3,839 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,549 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,436 | DepreciationAmt |
| Book Value | $7,113 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $948 | OtherCostOrOtherBasisAmt |
| Depreciation | $948 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,952 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUND ENDOWMENTS | $3,187,394 |
| OTHER COMPONENT FUNDS | $3,507,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,694,649 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | TO ENHANCE THE QUALITY OF LIFE FOR BOTH PRESENT AND FUTURE GENERATIONS IN THE COMMUNITIES WE SERVE. WE ACCOMPLISH OUR MISSION BY ENCOURAGING AND PROMOTING GIFT PLANNING, PRUDENT STEWARDSHIP OF ASSETS, EFFECTIVE GRANT MAKING AND COMMUNITY LEADERSHIP. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WONDER OF WOMEN EVENT PROCEEDS | Event1Nm |
| Gross Receipts Event1 | $70,365 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $53,480 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,885 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $14,420 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,000 | EntertainmentEvent1Amt |
| Gross Receipts Total | $70,365 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $53,480 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,885 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $14,420 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,000 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $15,420 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,465 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 1st United Church of Christ | ||||||||
| 31 Maple Street | Bristol | CT | 06010 | 060646639 | 501(c)(3) | $9,800 | $0 | Operating Sup & Capital Camp |
| American Clock & Watch Museum | ||||||||
| 100 Maple Street | Bristol | CT | 06010 | 066006559 | 501(c)(3) | $7,700 | $0 | General/Program Support |
| B&G Club of Bristol Fam Cntr | ||||||||
| 255 West Street | Bristol | CT | 06010 | 060646556 | 501(c)(3) | $23,284 | $0 | Support for Youth Programs |
| Bristol Family Resource Cntr | ||||||||
| 21 Tuttle Road | Bristol | CT | 06010 | 066001866 | 501(c)(3) | $15,220 | $0 | General/Program Support |
| Bristol Hosp Developt Found | ||||||||
| 41 Brewster Rd | Bristol | CT | 06010 | 222577740 | 501(c)(3) | $10,500 | $0 | General/Program Support |
| City of Bristol | ||||||||
| 111 North Main Street | Bristol | CT | 06010 | 066001866 | City of Bristol | $132,390 | $0 | Park Maint./Library Support |
| Connecticut Science Center | ||||||||
| 250 Columbus Blvd | Hartford | CT | 06103 | 061538101 | 501(c)(3) | $16,000 | $0 | Unrestricted Support |
| CT Public Broadcasting Inc | ||||||||
| 1049 Asylum Ave | Hartford | CT | 06105 | 060758938 | 501(c)(3) | $15,500 | $0 | General/Program Support |
| CT Womens Edu & Legal Fund | ||||||||
| 75 Charter Oak Ave | Hartford | CT | 06106 | 060913214 | 501(c)(3) | $6,000 | $0 | General/Program/Operating Support |
| Environtl Learn Cntrs fo CT | ||||||||
| 501 Wolcott Rd | Bristol | CT | 06010 | 237094283 | 501(c)(3) | $10,310 | $0 | Program & Operating Support |
| For Goodness Sake LLC | ||||||||
| 273 Riverside Ave | Bristol | CT | 06010 | 474832313 | 501(c)(3) | $22,577 | $0 | Program Support |
| Imagine Nation Museum | ||||||||
| 1 Pleasant St | Bristol | CT | 06010 | 060653192 | 501(c)(3) | $5,350 | $0 | Program Support |
| Lewis S Mills High School | ||||||||
| 26 Lyon Rd | Burlington | CT | 06013 | 066011750 | Lewis Mills HS | $6,000 | $0 | Equipment/Building Renovation |
| McCabe Waters Little League | ||||||||
| PO Box 2524 | Bristol | CT | 06010 | 521287164 | 501(c)(3) | $8,560 | $0 | Field Maintenance |
| Natl Conf for Com & Justice | ||||||||
| 820 Prospect Hill Rd | Windsor | CT | 06095 | 141937658 | 501(c)(3) | $21,000 | $0 | Unrestricted Support |
| New England Carousel Museum | ||||||||
| 95 Riverside Ave | Bristol | CT | 06010 | 061261386 | 501(c)(3) | $7,100 | $0 | General/Prog/Operating Support |
| P&C Cntr at Brisol Hospital | ||||||||
| 9 Prospect St | Bristol | CT | 06010 | 060646559 | 501(c)(3) | $7,200 | $0 | Sup for Fam Life Works Program |
| Prudence Crandall Center | ||||||||
| 594 Burritt St | New Britain | CT | 06053 | 060968557 | 501(c)(3) | $7,000 | $0 | Program Support |
| Regional School District #10 | ||||||||
| 24 Lyon Rd | Burlington | CT | 06013 | 066011750 | Lewis Mills HS | $7,765 | $0 | Program/Edu Enrichment Support |
| Renbrook School | ||||||||
| 2865 Albany Ave | West Hartford | CT | 06117 | 060646702 | 501(c)(3) | $11,000 | $0 | Unrestricted Support |
| Rushford Center Inc | ||||||||
| 110 National Dr | Glastonbury | CT | 06033 | 060932875 | 501(c)(3) | $8,000 | $0 | Program Support |
| Salvation Army | ||||||||
| 19 Stearns Street | Bristol | CT | 06011 | 135562351 | 501(c)(3) | $6,700 | $0 | Program Sup & Soup Kitchen Reno |
| Southington Cheshire YMCAs | ||||||||
| 29 High Street | Southington | CT | 06489 | 060646905 | 501(c)(3) | $6,310 | $0 | Program Support |
| St Philip House Inc | ||||||||
| 80 Broad St | Plainville | CT | 06062 | 061309876 | 501(c)(3) | $6,000 | $0 | General/Operating Support |
| St Vincent DePaul Mission | ||||||||
| 19 Jacobs St | Bristol | CT | 06011 | 222478902 | 501(c)(3) | $10,000 | $0 | General/Operating Support |
| The Bushnell | ||||||||
| 166 Capital Ave | Hartford | CT | 06106 | 060662112 | 501(c)(3) | $14,000 | $0 | Program Support |
| Tunxis Community College Foun | ||||||||
| 271 Scott Swamp Rd | Farmington | CT | 06034 | 237099816 | 501(c)(3) | $28,490 | $0 | General Support |
| United Way of West Central CT | ||||||||
| 200 Main Street | Bristol | CT | 06010 | 060653262 | 501(c)(3) | $107,240 | $0 | Program Sup & Antipov Initiatives |
| Valley Community Bapt Church | ||||||||
| 590 West Avon Rd | Avon | CT | 06001 | 060948931 | 501(c)(3) | $10,000 | $0 | Unrestricted Support |
| West Cemetery Association | ||||||||
| 149 Pound St | Bristol | CT | 06010 | 060661038 | 501(c)(3) | $16,860 | $0 | Chapel Maintenance |
| Wheeler Clinic | ||||||||
| 91 Northwest Drive | Plainville | CT | 06062 | 060867065 | 501(c)(3) | $7,740 | $0 | General Sup & Trauma Intervention |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 31 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 184 | $180,695 |
| IMMEDIATE RESPONSE AID | 55 | $13,831 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUIRES ORGANIZATONS THAT RECEIVE FUNDS TO PROVIDE PERIODIC REPORTS BACK TO THE FOUNDATION ABOUT HOW THE FUNDS ARE EXPENDED TO SUPPORT A CHARITABLE CAUSE. TO THE EXTENT THE FOUNDATION PROVIDES SCHOLARSHIPS TO COLLEGE STUDENTS, THOSE FUNDS ARE REMITTED DIRECTLY TO THE COLLEGE OR UNIVERSITY WHERE THE STUDENT IS ENROLLED. THE STUDENT HAS NO DISCRETION IN HOW THE FUNDS ARE USED SO NO FUTHER MONITORING IS REQUIRED. IF A STUDENT DOES NOT MEET CERTAIN BENCHMARKS SUCH AS GRADE REQUIREMENTS, THEY MAY FORFEIT THE RIGHT TO THE SCHOLARSHIP. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,188,960 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE BOARD OF DIRECTORS APPOINTS MEMBERS OF THE BOARD'S AUDIT COMMITTEE TO MEET WITH THE FOUNDATION'S AUDITORS FOR A FORMAL REVIEW OF THE AUDIT AND 990 ONCE COMPLETED. THE 990 IS THEN PROVIDED TO THE FULL BOARD OF DIRECTORS THROUGH EMAIL OR AT A BOARD MEETING IF ONE IS HELD PRIOR TO THE SUBMISSION OF THE DOCUMENT. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | THE AUDIT COMMITTEE LISTS ALL CONFLICTS REPORTED AND BRINGS THE LIST TO THE ATTENTION OF THE EXECUTIVE COMMITTEE AND THE PRESIDENT WHO MONITORS VOTES. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | EACH BOARD MEMBER COMPLETES AN EVALUATION FORM WHICH IS COLLECTED BY THE BOARD CHAIRMAN. ONCE COMPLETED, THE RESULTS ARE PROVIDED TO THE BOARD OF DIRECTORS IN EXECUTIVE SESSION AND THE COMPOSITE EVALUATION IS THEN SIGNED BY THE BOARD CHAIRMAN AND PRESIDENT AND IS MAINTAINED ON FILE IN THE PRESIDENT'S PERSONNEL FILE. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DESCRETION. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Contributions to Component Funds reported as Revenue on 990 = -$35208 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BH BARNES MEMORIAL TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 HALCYON DRIVE PO BOX 2702 | AddressLine1Txt |
| City | BRISTOL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066160463 | EIN |
| Primary Activities | CHARITABLE | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 4947(A)(1) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BH BARNES MEMORIAL TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | l | TransactionTypeTxt |
| Involved | $169,275 | InvolvedAmt |
| Method Of Amount Determination | Allocated Cost | MethodOfAmountDeterminationTxt |
Comments