NORTHWEST CONNECTICUT COMMUNITY FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST CONNECTICUT COMMUNITY FOUNDATION INC (EIN 06-1565733)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-06
- IRS object ID
- 201821579349300807
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-06T07:35:01-07:00 | 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 | 061565733 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST CONNECTICUT COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 8606261245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1144 33 EAST MAIN STREET | AddressLine1Txt |
| City | TORRINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06790 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Guy Rovezzi | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-06-06 | 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) |
|---|---|---|
| Principal Officer | GUY ROVEZZI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1144 | AddressLine1Txt |
| City | TORRINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,208,819 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NORTHWESTCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | To enrich the quality of life for residents of northwest Connecticut by inspiring local philanthropy, convening stakeholders in community welfare, strengthening the regional nonprofits network and fostering collaborative funding partnerships. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,160,174 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,223,443 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $515 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,820,669 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,736,641 | CYInvestmentIncomeAmt |
| PY Other Revenue | $219,830 | PYOtherRevenueAmt |
| CY Other Revenue | $237,161 | CYOtherRevenueAmt |
| PY Total Revenue | $4,201,188 | PYTotalRevenueAmt |
| CY Total Revenue | $7,205,245 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,186,172 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,014,221 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $583,837 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $626,065 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $117,051 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $558,697 | PYOtherExpensesAmt |
| CY Other Expenses | $568,153 | CYOtherExpensesAmt |
| PY Total Expenses | $3,328,706 | PYTotalExpensesAmt |
| CY Total Expenses | $4,208,439 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $872,482 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,996,806 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $89,064,799 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,782,717 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,099,378 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,598,674 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,965,421 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $83,184,043 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To enrich the quality of life for residents of northwest Connecticut by inspiring local philanthropy, convening stakeholders in community welfare, strengthening the regional nonprofits network and fostering collaborative funding partnerships. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,673,927 | ExpenseAmt |
| Grant | $2,974,600 | GrantAmt |
| Desc | INCOME AND APPRECIATION FROM INVESTMENTS, BASED ON A TOTAL RETURN APPROACH, IS DISTRIBUTED IN THE FORM OF GRANTS AND SCHOLARSHIPS ANNUALLY TO QUALIFIED PUBLIC CHARITIES AND STUDENTS AS CHOSEN BY THE FOUNDATION'S BOARD OF DIRECTORS. IN 2017, GRANTS IN THE AMOUNT OF $2,839,900 WERE AWARDED AND FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS WAS PROVIDED IN THE AMOUNT OF $134,700. | Desc |
| Total Program Service Expenses | $3,673,927 | 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 | Yes (true) | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | 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 | false | QuidProQuoContributionsInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUY ROVEZZI | PersonNm |
| Phone | 8606261245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST MAIN STREET | AddressLine1Txt |
| City | TORRINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06790 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ANNE SUTHERLAND FUCHS | |||||||
| 1st Vice-Chair | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOUGLAS O'CONNELL ESQ | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DON MAYLAND | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Adrian Selby | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GAYLE MORASKI | |||||||
| Chair | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD ROSENSTEIN ESQ | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY POWER | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| F Robert Petricone | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANITA BAXTER | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA SPIEGEL | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS BECHTLE | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF LALONDE | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Norman Rogers Esq | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICKIE PATRICK CPA | |||||||
| Treasurer | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTOPHER WALL | |||||||
| Secretary | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM BLACKKETTER | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GUY ROVEZZI | |||||||
| President | 35.00 | 5.00 | Yes (X) | $0 | $178,445 | $7,138 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $178,445 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,138 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $98,153 | RelatedOrganizationsAmt |
| All Other Contributions | $3,125,290 | AllOtherContributionsAmt |
| Noncash Contributions | $337,294 | NoncashContributionsAmt |
| Total Contributions | $3,223,443 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Seminar Income | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $8,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,945,992 | TotalRevenueColumnAmt |
| Exclusion | $2,945,992 | 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 | $790,848 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $199 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $790,848 | SecuritiesAmt |
| Other | -$199 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $790,649 | TotalRevenueColumnAmt |
| Exclusion | $790,649 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,110 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $3,375 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,735 | TotalRevenueColumnAmt |
| Exclusion | $3,735 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | 561000 | $142,994 | $142,994 | |
| INTER-ENTITY MGMT FEES | 551112 | $87,659 | $87,659 | |
| UNFULLFILLED GRANTS | 900099 | $1,873 | $1,873 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $900 | TotalRevenueColumnAmt |
| Exclusion | $900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $233,426 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,205,245 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $95,659 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,886,143 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,879,521 | TotalAmt |
| Program Services | $2,879,521 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,700 | TotalAmt |
| Program Services | $134,700 | 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 | $185,538 | TotalAmt |
| Program Services | $74,940 | ProgramServicesAmt |
| Management And General | $84,856 | ManagementAndGeneralAmt |
| Fundraising | $25,742 | 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 | $346,545 | TotalAmt |
| Program Services | $236,245 | ProgramServicesAmt |
| Management And General | $77,300 | ManagementAndGeneralAmt |
| Fundraising | $33,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,238 | TotalAmt |
| Program Services | $2,479 | ProgramServicesAmt |
| Management And General | $1,294 | ManagementAndGeneralAmt |
| Fundraising | $465 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,163 | TotalAmt |
| Program Services | $31,680 | ProgramServicesAmt |
| Management And General | $16,540 | ManagementAndGeneralAmt |
| Fundraising | $5,943 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,581 | TotalAmt |
| Program Services | $20,812 | ProgramServicesAmt |
| Management And General | $10,865 | ManagementAndGeneralAmt |
| Fundraising | $3,904 | 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 | $0 | TotalAmt |
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 | $342,437 | TotalAmt |
| Program Services | $171,219 | ProgramServicesAmt |
| Management And General | $171,218 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,059 | TotalAmt |
| Program Services | $8,735 | ProgramServicesAmt |
| Management And General | $3,915 | ManagementAndGeneralAmt |
| Fundraising | $2,409 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,203 | TotalAmt |
| Program Services | $10,558 | ProgramServicesAmt |
| Management And General | $4,733 | ManagementAndGeneralAmt |
| Fundraising | $2,912 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,922 | TotalAmt |
| Program Services | $9,815 | ProgramServicesAmt |
| Management And General | $4,400 | ManagementAndGeneralAmt |
| Fundraising | $2,707 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,523 | TotalAmt |
| Program Services | $18,284 | ProgramServicesAmt |
| Management And General | $8,196 | ManagementAndGeneralAmt |
| Fundraising | $5,043 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,338 | TotalAmt |
| Program Services | $27,456 | ProgramServicesAmt |
| Management And General | $12,308 | ManagementAndGeneralAmt |
| Fundraising | $7,574 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123 | TotalAmt |
| Program Services | $651 | ProgramServicesAmt |
| Management And General | $292 | ManagementAndGeneralAmt |
| Fundraising | $180 | FundraisingAmt |
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 | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,622 | TotalAmt |
| Management And General | $1,622 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,336 | TotalAmt |
| Program Services | $8,315 | ProgramServicesAmt |
| Management And General | $3,727 | ManagementAndGeneralAmt |
| Fundraising | $2,294 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,628 | TotalAmt |
| Program Services | $4,425 | ProgramServicesAmt |
| Management And General | $1,983 | ManagementAndGeneralAmt |
| Fundraising | $1,220 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Seminars | $16,498 | $16,498 | ||
| DUES AND SUBSCRIPTIONS | $10,818 | $6,274 | $2,813 | $1,731 |
| FUND EXPENSES | $10,385 | $10,385 | ||
| Printing and Publications | $8,994 | $5,217 | $2,338 | $1,439 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,267 | TotalAmt |
| Program Services | $6,103 | ProgramServicesAmt |
| Management And General | $9,061 | ManagementAndGeneralAmt |
| Fundraising | $10,103 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,208,439 | TotalAmt |
| Program Services | $3,673,927 | ProgramServicesAmt |
| Management And General | $417,461 | ManagementAndGeneralAmt |
| Fundraising | $117,051 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70 | BOYAmt |
| EOY | $70 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,064 | BOYAmt |
| EOY | $3,267,438 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | 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 | $7,705 | BOYAmt |
| EOY | $19,178 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $207,696 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $103,061 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,687 | BOYAmt |
| EOY | $104,635 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,796,669 | BOYAmt |
| EOY | $5,985,669 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,000 | BOYAmt |
| EOY | $120,000 | 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 | $80,419,604 | BOYAmt |
| EOY | $95,285,227 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,064,799 | BOYAmt |
| EOY | $104,782,717 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $925 | BOYAmt |
| EOY | $9,341 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $824,825 | BOYAmt |
| EOY | $1,165,300 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $49,466 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,273,628 | BOYAmt |
| EOY | $20,374,567 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,099,378 | BOYAmt |
| EOY | $21,598,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,899,349 | BOYAmt |
| EOY | $82,995,988 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,072 | BOYAmt |
| EOY | $188,055 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,965,421 | BOYAmt |
| EOY | $83,184,043 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,064,799 | BOYAmt |
| EOY | $104,782,717 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,996,806 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,061,831 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $159,985 | 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 | $1,262,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,104,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,110,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,050,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,223,443 | CurrentTaxYearAmt |
| Total | $9,751,371 | 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 | $1,262,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,104,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,110,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,050,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,223,443 | CurrentTaxYearAmt |
| Total | $9,751,371 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $576,472 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,174,899 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,119,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,872,121 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,058,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,433,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,945,992 | CurrentTaxYearAmt |
| Total | $10,429,016 | 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 | $149,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $219,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $233,426 | CurrentTaxYearAmt |
| Total | $965,313 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,145,700 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,347,711 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.43390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43170 | 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 | 50 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 262 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $3,046,057 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,559,204 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $244,374 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $2,720,843 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $7,228,099 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $72,736,244 | 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 | $87,660,248 | BeginningYearBalanceAmt |
| Contributions | $3,014,153 | ContributionsAmt |
| Investment Earnings Or Losses | $15,559,816 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,972,726 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $539,390 | AdministrativeExpensesAmt |
| End Year Balance | $102,722,101 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,291,486 | BeginningYearBalanceAmt |
| Contributions | $929,274 | ContributionsAmt |
| Investment Earnings Or Losses | $8,141,174 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,184,599 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $517,087 | AdministrativeExpensesAmt |
| End Year Balance | $87,660,248 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,325,301 | BeginningYearBalanceAmt |
| Contributions | $4,571,295 | ContributionsAmt |
| Investment Earnings Or Losses | $1,430,895 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,554,875 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,000 | OtherExpendituresAmt |
| Administrative Expenses | $471,130 | AdministrativeExpensesAmt |
| End Year Balance | $81,291,486 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,698,127 | BeginningYearBalanceAmt |
| Contributions | $2,945,505 | ContributionsAmt |
| Investment Earnings Or Losses | $6,639,524 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,548,659 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $409,196 | AdministrativeExpensesAmt |
| End Year Balance | $80,325,301 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,048,353 | BeginningYearBalanceAmt |
| Contributions | $1,253,509 | ContributionsAmt |
| Investment Earnings Or Losses | $10,496,813 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,716,428 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $384,120 | AdministrativeExpensesAmt |
| End Year Balance | $74,698,127 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99800 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.00200 | 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 | $15,033 | OtherCostOrOtherBasisAmt |
| Depreciation | $172 | DepreciationAmt |
| Book Value | $14,861 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,305 | DepreciationAmt |
| Book Value | $3,134 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $137,224 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,584 | DepreciationAmt |
| Book Value | $86,640 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $104,635 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Charitable Remainder Trust | $62,706 |
| Security Deposit | $3,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $95,285,227 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUND ENDOWMENTS | Desc |
| Amt | $20,374,567 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,374,567 | 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 enrich the quality of life for residents of northwest Connecticut by inspiring local philanthropy, convening stakeholders in community welfare, strengthening the regional nonprofits network and fostering collaborative funding partnerships. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (56 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Beardsley & Memorial Library | ||||||||
| 40 Munro Place | Winsted | CT | 06098 | 060662106 | 501(c)(3) | $115,600 | $0 | General Support |
| Cancer Care Fund of the Litch | ||||||||
| PO BOX 1801 | LITCHFIELD | CT | 06759 | 510474072 | 501(c)(3) | $150,650 | $0 | General Support |
| Charlotte Hungerford Hospital | ||||||||
| New Litchfield St | Torrington | CT | 06790 | 060646678 | 501 (c)(3) | $12,500 | $0 | General support & various programs |
| Colebrook Associates Inc | ||||||||
| PO Box 118 | Colebrook | CT | 06021 | 066059968 | 501(c)(3) | $11,900 | $0 | General Support |
| Colebrook Congregational | ||||||||
| 471 Smith Hill Road | Colebrook | CT | 06021 | 450584878 | 501(c)(3) | $23,000 | $0 | General Support |
| Colebrook Historical Society | ||||||||
| PO Box 85 | Colebrook | CT | 06021 | 066046798 | 501(c)(3) | $6,000 | $0 | General Support |
| Colebrook Preservation Societ | ||||||||
| PO BOX 24 | COLEBROOK | CT | 06021 | 208602135 | 501(c)(3) | $24,000 | $0 | Support repair of Colebrook Store |
| Community Kitchen Torrington | ||||||||
| PO Box 852 | Torrington | CT | 06790 | 223070053 | 501(c)(3) | $18,830 | $0 | Critical YE needs/Strategic Plan |
| Connecticut Food Bank | ||||||||
| 2 Research Prkwy | Wallingford | CT | 06492 | 061063025 | 501(c)(3) | $12,000 | $0 | Food for Connecticut Families |
| Cornell Univ - Vet Medicine | ||||||||
| S2-004 Schurman Hall | Ithaca | NY | 14853 | 150532082 | 501(c)(3) | $10,500 | $0 | Support various vet medicine proj |
| Cornwall Conservation Trust | ||||||||
| PO Box 74 | West Cornwall | CT | 06796 | 061203660 | 501(c)(3) | $183,175 | $0 | General Support |
| Cornwall Library Association | ||||||||
| PO BOX 126 | CORNWALL | CT | 06753 | 060669590 | 501(c)(3) | $12,310 | $0 | AV Equip & General Support |
| CT Service for Blind & Hndcp | ||||||||
| 160 South Street PO Box 363 | Litchfield | CT | 06759 | 061006561 | 501(c)(3) | $6,000 | $0 | Digitalization of books |
| Educated Canines Assist Disab | ||||||||
| PO Box 831 | Torrington | CT | 06790 | 061436718 | 501(c)(3) | $49,900 | $0 | Support Handicap Van Purchase |
| Family Strides Inc | ||||||||
| 350 Main Street Suite D | Torrington | CT | 06790 | 030565406 | 501(c)(3) | $7,200 | $0 | Support for pilot program |
| FISH of Northwestern CT | ||||||||
| 332 South Main St | Torrington | CT | 06790 | 060878637 | 501(c)(3) | $15,700 | $0 | Flooring, Phone System, Support |
| Five Points Gallery | ||||||||
| 33 MAIN STREET | TORRINGTON | CT | 06790 | 461555586 | 501(c)(3) | $6,500 | $0 | Support for Printing Studio Equip |
| Friendly Hands Food Bank Inc | ||||||||
| 50 King Street | Torrington | CT | 06790 | 311639994 | 501(c)(3) | $12,900 | $0 | General Support |
| Friends of Hospice | ||||||||
| PO Box 985 | Litchfield | CT | 06759 | 061329383 | 501(c)(3) | $10,000 | $0 | For operations |
| Greenwoods Counseling Referal | ||||||||
| 25 SOUTH STREET | LITCHFIELD | CT | 06759 | 061351190 | 501(c)(3) | $10,000 | $0 | Prevention Program Support |
| Greenwoods Scholarship Found | ||||||||
| PO Box 834 | Winsted | CT | 06098 | 060979169 | 501(c)(3) | $66,000 | $0 | General Support |
| Hartford Found for Public Giv | ||||||||
| 10 Columbus Blvd 8th Fl | Hartford | CT | 06106 | 060699252 | 501(c)(3) | $24,000 | $0 | Support for new scholarships |
| Hertitage Land Pres Trust | ||||||||
| PO Box 596 | Torrington | CT | 06790 | 510172264 | 501(c)(3) | $8,800 | $0 | Restoration of Coe Dam Gatehouse |
| Housatonic Valley Assoc | ||||||||
| 150 Kent Road PO Box 28 | West Cornwall | CT | 06754 | 066049295 | 501(c)(3) | $22,000 | $0 | Support Program & Contracted Serv |
| Inst American Indian Studies | ||||||||
| 38 Curtis Road | Washington | CT | 06793 | 237124597 | 501(c)(3) | $56,000 | $0 | General Support |
| LARC Inc | ||||||||
| 314 Main Street | Torrington | CT | 06790 | 066075006 | 501(c)(3) | $118,000 | $0 | Captial Campain & Camperships |
| Last Post Cat Refuge VIL | ||||||||
| Po Box 259 | Falls Village | CT | 06031 | 131921665 | 501(c)(3) | $132,000 | $0 | General Support |
| Litchfield Community Center | ||||||||
| 421 Bantam Road | Litchfield | CT | 06759 | 161520254 | 501(c)(3) | $12,150 | $0 | General program support |
| Little Guild of St Francis | ||||||||
| PO Box 59 | West Cornwall | CT | 06796 | 237131298 | 501(c)(3) | $232,000 | $0 | General Support |
| New Beginnings of NW Hills | ||||||||
| 110 Prospect St | Torrington | CT | 06790 | 463594265 | 501(c)(3) | $22,600 | $0 | Equip Purchases & Bldg Imp |
| New Hartford PTO | ||||||||
| 30 Antolini Road | New Hartford | CT | 06057 | 208214656 | 501(c)(3) | $5,361 | $0 | General Support |
| Norfolk CT Childrens Found | ||||||||
| 11 Emerson Street | Norfolk | CT | 06058 | 222715950 | 501(c)(3) | $40,000 | $0 | General Operations |
| NW Connecticut YMCA | ||||||||
| 259 Prospect Street | Torrington | CT | 06790 | 222878484 | 501(c)(3) | $66,000 | $0 | General and Program Support |
| NW CT Chamber Edu Foundation | ||||||||
| 333 Kennedy Dr Ste R101 | Torrington | CT | 06790 | 208919128 | 501(c)(3) | $6,000 | $0 | Support ReadALoud Program |
| NW CT Community College | ||||||||
| Park Place | Winsted | CT | 06098 | 061044425 | 501(c)(3) | $123,400 | $0 | General Support |
| Partners Sust Health Com | ||||||||
| 34 Hutchinson Parkway | Litchfield | CT | 06759 | 300401605 | 501(c)(3) | $15,728 | $0 | Support Startup of Regional FoodHub |
| Prime Time House | ||||||||
| 836 Main Street | Torrington | CT | 06790 | 223316278 | 501(c)(3) | $5,800 | $0 | Support Van Purchase & YE Needs |
| Sharon Land Trust | ||||||||
| 67 MAIN STREET | SHARON | CT | 06069 | 061069118 | 501(c)(3) | $20,000 | $0 | General Support |
| The American Mural Project | ||||||||
| 100 WHITING STREET | WINSTED | CT | 06098 | 263993911 | 501(c)(3) | $25,250 | $0 | General/Organization Support |
| The Hole in the Wall Gang Cmp | ||||||||
| 555 Long Wharf Dr | New Haven | CT | 06511 | 061157655 | 501(c)(3) | $70,000 | $0 | Organization Support |
| The Licia & Mason Beekley Lib | ||||||||
| Po Box 247 | New Hartford | CT | 06057 | 222536042 | 501(c)(3) | $38,000 | $0 | Disbursement correspondence |
| Tufts Univ School of Vet Med | ||||||||
| 200 Westboro Rd | Norht Grafton | MA | 01536 | 222509193 | 501(c)(3) | $10,500 | $0 | General Support |
| United Church of Christ | ||||||||
| 8 Bolton Hill Road PO Box 35 | Cornwall | CT | 06753 | 131957221 | 501(c)(3) | $13,000 | $0 | General Support & Critical Needs |
| University of CT Foundation | ||||||||
| 2390 Alumni Drive | Storrs | CT | 06269 | 066070722 | 501(c)(3) | $219,000 | $0 | General Support and Scholarships |
| WL Gilbert Trust Corp | ||||||||
| 200 Williams Avenue | Winsted | CT | 06098 | 060669114 | 501(c)(3) | $43,500 | $0 | Semi-Annual Distributions |
| Warner Theatre | ||||||||
| 68 Main Street | Torrington | CT | 06790 | 061048713 | 501(c)(3) | $142,450 | $0 | General and Scholarship Support |
| Washington Art Association | ||||||||
| PO Box 173 | Washington | CT | 06794 | 060754956 | 501(c)(3) | $62,121 | $0 | General Support |
| We Adopt Greyhounds Inc | ||||||||
| PO Box 1114 | Glastonbury | CT | 06033 | 223248255 | 501(c)(3) | $43,500 | $0 | General Support |
| Winchester Land Trust Inc | ||||||||
| PO Box 10 | Winchester Ctr | CT | 06098 | 061263180 | 501(c)(3) | $6,500 | $0 | Demolition and Reno Support |
| Winchester Youth Service | ||||||||
| 480 | Main St | CT | 06098 | 222878484 | 501(c)(3) | $36,250 | $0 | General Support |
| Winsted Area Child Care Ctr | ||||||||
| 185 Prospect Street | Winsted | CT | 06098 | 061016063 | 501(c)(3) | $71,850 | $0 | Structural Imp & General Support |
| Winsted Family Resource Ctr | ||||||||
| 201 Pratt Street | Winsted | CT | 06098 | 066002134 | 501(c)(3) | $15,600 | $0 | Purchase office furnishings |
| Winsted Health Ctr Foundation | ||||||||
| 115 Spencer St PO Box 888 | Winsted | CT | 06098 | 061488440 | 501(c)(3) | $36,000 | $0 | Monthly Disbursements |
| Working Lands Alliance | ||||||||
| 78 Beaver Rd Suite 2A | Wethersfield | CT | 06109 | 521190211 | 501(c)(3) | $8,000 | $0 | Support farmland protection |
| Yankee Golden Retriever Rescu | ||||||||
| 110 Chapin Road PO Box 808 | Hudson | MA | 01749 | 042857191 | 501(c)(3) | $10,500 | $0 | Semi-Annual Distribtuions |
| YMCA Camp Mohawk Inc | ||||||||
| PO Box 1209 | Litchfield | CT | 06759 | 060646565 | 501(c)(3) | $6,200 | $0 | General and Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 56 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 91 | RecipientCnt |
| Cash Grant | $136,200 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Subsequent to receiving funding, non-profits must complete a Post-Grant Common Report. In addition, a representative of the Foundation may conduct a site visit to determine: a)how the grant funds were used, b) if the anticipated outcome was achieved, c) any challenges encountered by the grantee, and d) how the community impact was measured. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUY ROVEZZI | PersonNm |
| Title | President | TitleTxt |
| Compensation Based On Rltd Orgs | $178,445 | CompensationBasedOnRltdOrgsAmt |
| Nontaxable Benefits Rltd Orgs | $7,138 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Rltd Orgs | $185,583 | TotalCompensationRltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $337,294 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Board and Audit Committee are provided a copy of the audited financial statements and the completed Form 990 at a regualarly scheduled board meeting. Board/Committee Members who are unable to attend are provided electronic copies. The Audit Committee reviews the 990 with the full Board and staff, and opportunities for questions and discussion are provided. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Annually the board of directors, staff and key volunteers complete a conflict of interest statement listing all affiliations and those of family members, as well as potential conflict of interest relationships. These statements are kept on file. In all meetings related to grants and contracted services, the board is reminded of this policy and required to recuse themselves from any discussion and voting that could be considered a conflict. It is also monitored through the inspection of public records, non-profit governing documents, and due diligence efforts surrounding community affiliations and associations. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Executive Compensation Policy includes an annual review conducted by Foundation's Executive Committee involving an examiniation of supporting data from independently produced reports on Community Foundation compensation by the Council on Foundations, CT Council for Philanthropy, and CT Alliance for Non-profits. Comparable Form 990s are reviewed through Guidestar of like (size and geography) nonprofit organizations. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Offered for inspection through website, annual report, periodic communications and by request. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Change in Value of Split-Interest Agreements = -$0 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | CIV of CRTs = $2643 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | DECREASE IN CONTRIBUTUION RECEIVABLE = -$109765 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | RECLASSIFICATION OF AGENCY FUND = $267107 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Torrington Area Found for Public Giving | ||||||||||
| PO Box 1144 | Torrington | CT | 06790 | 066114199 | Community Foundation Trust | CT | 501(c)(3) | 8 | N/A | false |
| John T & Jane A Wiederhold Foundation | ||||||||||
| 185 Asylum Street 3rd Floor | Hartford | CT | 06103 | 061830842 | To Support the Welfare of Animals | CT | 501(c)(3) | Type 1 | N/A | false |
| Foundation for Community Health | ||||||||||
| 478 Cornwall Bridge Road | Cornwall | CT | 06069 | 200057897 | Maintain & Improve Health of Residents | CT | 501(c)(3) | Type III | N/A | false |
| 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 | Yes (true) | 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 | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | 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 (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Torrington Area Found for Public Giving | ||
| c | $98,153 | cost |
| Torrington Area Found for Public Giving | ||
| l | $92,530 | allocated cost |
| Torrington Area Found for Public Giving | ||
| n | $13,166 | allocated cost |
| Torrington Area Found for Public Giving | ||
| o | $80,461 | allocated cost |
| John T & Jane A Wiederhold Foundation | ||
| l | $90,706 | allocated cost |
| John T & Jane A Wiederhold Foundation | ||
| n | $9,606 | allocated cost |
| John T & Jane A Wiederhold Foundation | ||
| o | $105,218 | allocated cost |
| Foundation for Community Health | ||
| l | $9,922 | Cost |
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