ELISHA LEAVENWORTH FOUNDATION INCORPORATED: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ELISHA LEAVENWORTH FOUNDATION INCORPORATED (EIN 06-6035206)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201703189349102635
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T11:28:20-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060666222 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES HEAVEN & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 BANK ST | AddressLine1Txt |
| City | WATERBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066035206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELISHA LEAVENWORTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIS | BusinessNameControlTxt |
| Phone | 2032634356 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1032 | AddressLine1Txt |
| City | MIDDLEBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06762 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY KERNAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2017-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E SWEENEY JR | PreparerPersonNm |
| PTIN | P01215711 | PTIN |
| Phone | 2037534101 | PhoneNum |
| Preparation | 2017-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | FF0559AF860E13B8F241883455B4F44323847C26 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AD92EB99AB24BFD173A89FA184A0D556A0F7E0C3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,832,091 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15,637 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,637 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,283 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$58,939 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,289,434 | GrossSalesPriceAmt |
| Total Rev And Expnss | $7,981 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,920 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $37,812 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,789 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,094 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $40,906 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,789 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,789 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $166,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$198,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,131 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,223 | CashBOYAmt |
| Cash EOY | $106,869 | CashEOYAmt |
| Cash EOYFMV | $106,869 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $183,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $237,071 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $237,071 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,831,849 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,549,063 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,488,151 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,091,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,893,003 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,832,091 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,091,928 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,893,003 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,091,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,893,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,091,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,893,003 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,091,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$198,925 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,893,003 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,893,003 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (101 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF OKLAHOMA | P | 2010-10-19 | 2016-02-17 | $14,504 | $15,000 | -$496 | -$496 |
| WELLS FARGO COMPANY | P | 2015-11-30 | 2016-02-11 | $8,988 | $11,073 | -$2,085 | -$2,085 |
| CVS HEALTH CORP | P | 2015-12-17 | 2016-02-11 | $9,331 | $9,588 | -$257 | -$257 |
| FACEBOOK INC. | P | 2015-08-18 | 2016-02-25 | $10,728 | $9,540 | $1,188 | $1,188 |
| PEPSICO | P | 2010-12-02 | 2016-11-09 | $10,649 | $6,507 | $4,142 | $4,142 |
| STATE STREET CORP | P | 2015-01-16 | 2016-08-01 | $6,638 | $7,321 | -$683 | -$683 |
| VMWARE INC. | P | 2014-08-27 | 2016-01-20 | $2,370 | $4,874 | -$2,504 | -$2,504 |
| BAXTER INTERNATIONAL INC | P | 2015-12-14 | 2016-09-14 | $50,210 | $50,125 | $85 | $85 |
| ANADARKO PETROLEUM | P | 2014-10-30 | 2016-07-06 | $5,393 | $8,957 | -$3,564 | -$3,564 |
| CHEVRON CORP | P | 2015-11-30 | 2016-08-01 | $10,042 | $9,168 | $874 | $874 |
| FACEBOOK INC. | P | 2015-08-18 | 2016-09-09 | $6,371 | $4,770 | $1,601 | $1,601 |
| PEPSICO | P | 2010-12-14 | 2016-07-06 | $10,611 | $6,566 | $4,045 | $4,045 |
| STATE STREET CORP | P | 2015-03-16 | 2016-08-01 | $6,638 | $7,487 | -$849 | -$849 |
| VMWARE INC. | P | 2014-09-18 | 2016-01-20 | $7,111 | $14,439 | -$7,328 | -$7,328 |
| CISCO SYSTEMS | P | 2006-10-31 | 2016-02-22 | $50,000 | $50,500 | -$500 | -$500 |
| ANADARKO PETROLEUM | P | 2014-11-05 | 2016-07-06 | $5,393 | $9,160 | -$3,767 | -$3,767 |
| CHEVRON CORP | P | 2015-11-30 | 2016-12-21 | $11,821 | $9,168 | $2,653 | $2,653 |
| FACEBOOK INC. | P | 2015-08-21 | 2016-09-09 | $6,371 | $4,364 | $2,007 | $2,007 |
| PEPSICO | P | 2014-12-17 | 2016-03-22 | $10,066 | $9,302 | $764 | $764 |
| STATE STREET CORP | P | 2015-10-08 | 2016-08-01 | $6,638 | $6,871 | -$233 | -$233 |
| VALEANT PHARMACEUTICALS | P | 2015-01-22 | 2016-06-28 | $6,017 | $47,358 | -$41,341 | -$41,341 |
| HERSHEY COMPANY | P | 2008-05-06 | 2016-09-01 | $50,000 | $50,000 | ||
| ANADARKO PETROLEUM | P | 2014-11-07 | 2016-05-23 | $4,929 | $9,423 | -$4,494 | -$4,494 |
| CHEVRON CORP | P | 2016-03-22 | 2016-08-01 | $10,042 | $9,602 | $440 | $440 |
| JOHNSON & JOHNSON | P | 2015-01-07 | 2016-02-25 | $10,591 | $10,457 | $134 | $134 |
| PEPSICO | P | 2014-12-17 | 2016-07-06 | $10,611 | $9,302 | $1,309 | $1,309 |
| STATE STREET CORP | P | 2015-10-26 | 2016-10-25 | $7,069 | $6,705 | $364 | $364 |
| VALEANT PHARMACEUTICALS | P | 2015-02-11 | 2016-06-28 | $2,006 | $16,373 | -$14,367 | -$14,367 |
| LAZARD GROUP | P | 2010-07-23 | 2016-12-07 | $10,314 | $10,027 | $287 | $287 |
| ANADARKO PETROLEUM | P | 2014-11-12 | 2016-07-06 | $5,393 | $9,276 | -$3,883 | -$3,883 |
| DOLLAR GENERAL CORP. | P | 2015-01-22 | 2016-02-04 | $7,356 | $6,897 | $459 | $459 |
| JOHNSON & JOHNSON | P | 2015-05-14 | 2016-07-14 | $12,323 | $10,146 | $2,177 | $2,177 |
| PEPSICO | P | 2015-01-06 | 2016-03-15 | $20,140 | $18,736 | $1,404 | $1,404 |
| UNION PACIFIC CORPORATION | P | 2013-07-11 | 2016-07-20 | $18,636 | $15,860 | $2,776 | $2,776 |
| VALEANT PHARMACEUTICALS | P | 2015-02-20 | 2016-06-28 | $1,003 | $8,696 | -$7,693 | -$7,693 |
| U.S. TREASURY BONDS | P | 2009-03-18 | 2016-11-15 | $25,000 | $25,000 | ||
| ANADARKO PETROLEUM | P | 2014-11-21 | 2016-05-23 | $4,929 | $9,406 | -$4,477 | -$4,477 |
| DOLLAR GENERAL CORP. | P | 2015-01-22 | 2016-03-15 | $8,651 | $6,897 | $1,754 | $1,754 |
| MONDELEZ INTERNATIONAL | P | 2014-12-17 | 2016-04-26 | $4,222 | $3,600 | $622 | $622 |
| PNC FINANCIAL SERVICES GRP INC | P | 2013-10-17 | 2016-01-26 | $8,362 | $7,439 | $923 | $923 |
| UNION PACIFIC CORPORATION | P | 2013-07-11 | 2016-07-22 | $18,311 | $15,860 | $2,451 | $2,451 |
| VALEANT PHARMACEUTICALS | P | 2015-10-16 | 2016-06-28 | $1,003 | $8,788 | -$7,785 | -$7,785 |
| U S TREASURY NOTES | P | 2014-06-25 | 2016-05-02 | $30,000 | $30,000 | ||
| AMPHENOL | P | 2014-10-30 | 2016-11-09 | $6,611 | $4,966 | $1,645 | $1,645 |
| DOLLAR GENERAL CORP. | P | 2015-01-22 | 2016-06-28 | $18,535 | $13,794 | $4,741 | $4,741 |
| MONDELEZ INTERNATIONAL | P | 2014-12-17 | 2016-07-06 | $4,495 | $3,600 | $895 | $895 |
| PNC FINANCIAL SERVICES GRP INC | P | 2013-10-17 | 2016-01-26 | $33,449 | $29,596 | $3,853 | $3,853 |
| UNION PACIFIC CORPORATION | P | 2013-09-30 | 2016-07-22 | $18,311 | $15,687 | $2,624 | $2,624 |
| VALEANT PHARMACEUTICALS | P | 2015-11-30 | 2016-06-28 | $4,012 | $18,010 | -$13,998 | -$13,998 |
| U S TREASURY NOTES | P | 2014-11-07 | 2016-05-02 | $20,000 | $21,413 | -$1,413 | -$1,413 |
| AMPHENOL | P | 2015-12-09 | 2016-09-09 | $6,151 | $5,458 | $693 | $693 |
| DOLLAR GENERAL CORP. | P | 2015-02-05 | 2016-01-29 | $7,478 | $6,906 | $572 | $572 |
| MONDELEZ INTERNATIONAL | P | 2015-01-06 | 2016-03-22 | $4,044 | $3,624 | $420 | $420 |
| PNC FINANCIAL SERVICES GRP INC | P | 2013-11-14 | 2016-01-26 | $16,725 | $14,769 | $1,956 | $1,956 |
| UNION PACIFIC CORPORATION | P | 2013-10-17 | 2016-07-22 | $18,311 | $15,516 | $2,795 | $2,795 |
| VALEANT PHARMACEUTICALS | P | 2015-12-09 | 2016-06-28 | $2,006 | $9,607 | -$7,601 | -$7,601 |
| WELLS FARGO FLOATING RT (WACHOVIA) | P | 2012-03-30 | 2016-10-17 | $25,000 | $25,000 | ||
| AMPHENOL | P | 2015-12-09 | 2016-10-25 | $6,498 | $5,458 | $1,040 | $1,040 |
| DOLLAR GENERAL CORP. | P | 2015-02-05 | 2016-02-04 | $7,356 | $6,906 | $450 | $450 |
| MONDELEZ INTERNATIONAL | P | 2015-01-06 | 2016-04-26 | $25,332 | $21,741 | $3,591 | $3,591 |
| PNC FINANCIAL SERVICES GRP INC | P | 2015-10-15 | 2016-01-26 | $8,362 | $8,701 | -$339 | -$339 |
| UNION PACIFIC CORPORATION | P | 2015-01-07 | 2016-07-20 | $9,318 | $11,296 | -$1,978 | -$1,978 |
| EXXON MOBIL CORPORATION | P | 2013-11-14 | 2016-12-21 | $9,041 | $9,299 | -$258 | -$258 |
| ACCENTURE LTD - CL A | P | 2014-12-01 | 2016-01-20 | $19,563 | $17,339 | $2,224 | $2,224 |
| AMPHENOL | P | 2015-12-15 | 2016-10-25 | $6,498 | $5,258 | $1,240 | $1,240 |
| DOLLAR GENERAL CORP. | P | 2015-02-20 | 2016-01-29 | $7,478 | $7,141 | $337 | $337 |
| MONDELEZ INTERNATIONAL | P | 2015-02-11 | 2016-03-22 | $4,044 | $3,668 | $376 | $376 |
| PNC FINANCIAL SERVICES GRP INC | P | 2015-10-16 | 2016-01-26 | $16,725 | $17,490 | -$765 | -$765 |
| UNION PACIFIC CORPORATION | P | 2015-05-08 | 2016-07-20 | $9,318 | $10,803 | -$1,485 | -$1,485 |
| EXXON MOBIL CORPORATION | P | 2014-02-19 | 2016-05-11 | $8,887 | $9,474 | -$587 | -$587 |
| ECOLAB INC | P | 2015-04-10 | 2016-03-15 | $20,582 | $23,305 | -$2,723 | -$2,723 |
| AMPHENOL | P | 2016-07-29 | 2016-09-09 | $6,151 | $5,955 | $196 | $196 |
| DOLLAR GENERAL CORP. | P | 2015-03-25 | 2016-01-29 | $7,478 | $7,570 | -$92 | -$92 |
| MONDELEZ INTERNATIONAL | P | 2015-03-19 | 2016-07-06 | $4,495 | $3,490 | $1,005 | $1,005 |
| PRUDENTIAL FINANCIAL INC. | P | 2015-12-04 | 2016-08-03 | $52,051 | $59,913 | -$7,862 | -$7,862 |
| UNION PACIFIC CORPORATION | P | 2015-12-17 | 2016-07-22 | $18,311 | $15,672 | $2,639 | $2,639 |
| EXXON MOBIL CORPORATION | P | 2014-11-07 | 2016-05-11 | $8,887 | $9,654 | -$767 | -$767 |
| EATON CORP PLC | P | 2014-07-30 | 2016-09-09 | $12,720 | $13,340 | -$620 | -$620 |
| BECTON DICKINSON | P | 2007-11-20 | 2016-05-23 | $16,477 | $8,483 | $7,994 | $7,994 |
| DUNKIN` BRANDS GROUP INC | P | 2014-06-03 | 2016-01-29 | $3,917 | $4,607 | -$690 | -$690 |
| OLD DOMINION FREIGHT LINE | P | 2015-06-05 | 2016-03-10 | $20,335 | $20,977 | -$642 | -$642 |
| PRUDENTIAL FINANCIAL INC. | P | 2015-12-09 | 2016-06-28 | $20,571 | $25,825 | -$5,254 | -$5,254 |
| UNION PACIFIC CORPORATION | P | 2016-06-28 | 2016-07-20 | $9,318 | $8,489 | $829 | $829 |
| ALPHABET INC CLASS C | P | 2015-02-20 | 2016-01-20 | $17,000 | $13,443 | $3,557 | $3,557 |
| BECTON DICKINSON | P | 2007-11-20 | 2016-09-09 | $17,300 | $8,483 | $8,817 | $8,817 |
| DUNKIN` BRANDS GROUP INC | P | 2014-06-03 | 2016-09-09 | $9,622 | $9,214 | $408 | $408 |
| OLD DOMINION FREIGHT LINE | P | 2015-06-05 | 2016-03-15 | $13,321 | $13,985 | -$664 | -$664 |
| SUNTRUST BANKS | P | 2013-01-23 | 2016-06-28 | $19,545 | $14,551 | $4,994 | $4,994 |
| VMWARE INC. | P | 2014-05-01 | 2016-01-26 | $4,786 | $9,245 | -$4,459 | -$4,459 |
| METTLER-TOLEDO INTERNATIONAL | P | 2014-05-01 | 2016-08-03 | $40,004 | $23,552 | $16,452 | $16,452 |
| BECTON DICKINSON | P | 2015-04-10 | 2016-03-15 | $15,017 | $14,358 | $659 | $659 |
| DUNKIN` BRANDS GROUP INC | P | 2014-11-07 | 2016-01-29 | $7,834 | $9,410 | -$1,576 | -$1,576 |
| OLD DOMINION FREIGHT LINE | P | 2015-06-05 | 2016-11-23 | $17,412 | $13,985 | $3,427 | $3,427 |
| SUNTRUST BANKS | P | 2015-10-16 | 2016-02-25 | $16,835 | $19,925 | -$3,090 | -$3,090 |
| VMWARE INC. | P | 2014-05-08 | 2016-01-26 | $4,786 | $9,311 | -$4,525 | -$4,525 |
| VISA INC | P | 2014-06-05 | 2016-02-11 | $6,818 | $5,302 | $1,516 | $1,516 |
| CVS HEALTH CORP | P | 2015-10-08 | 2016-02-11 | $18,662 | $20,398 | -$1,736 | -$1,736 |
| DUNKIN` BRANDS GROUP INC | P | 2015-09-22 | 2016-01-29 | $7,834 | $9,626 | -$1,792 | -$1,792 |
| OLD DOMINION FREIGHT LINE | P | 2015-07-21 | 2016-11-23 | $8,706 | $6,935 | $1,771 | $1,771 |
| STATE STREET CORP | P | 2014-02-10 | 2016-10-25 | $7,069 | $6,817 | $252 | $252 |
| VMWARE INC. | P | 2014-05-16 | 2016-01-20 | $4,741 | $9,405 | -$4,664 | -$4,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$58,939 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$41,755 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $163,155 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,593,930 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035515 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $154,048 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,693,435 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041709 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $107,907 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,752,299 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039206 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,483,698 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018118 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,435,585 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.008212 | DistributionYr5Rt |
| Total Distribution | 0.142760 | TotalDistributionRt |
| Average Distribution | 0.028552 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,717,404 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $134,691 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $321 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $135,012 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $166,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $321 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $321 | SubtotalAmt |
| Tax Based On Investment Income | $321 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $650 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $650 | TotalPaymentsAndCreditsAmt |
| Overpayment | $329 | OverpaymentAmt |
| Applied To ES Tax | $329 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SALLY KERNAN | IndividualWithBooksNm |
| Phone | 2032634356 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BREAKNECK HILL ROAD | AddressLine1Txt |
| City | MIDDLEBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06762 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EMILY ANDERSON | ||||||||
| 531 UPPER GRASSY HILL ROAD | WOODBURY | CT | 06798 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SALLY CIARO | ||||||||
| 396 WATERTOWN ROAD | MIDDLEBURY | CT | 06762 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| PATRICIA DUNN | ||||||||
| 70 MASTERS DRIVE | SOUTHINGTON | CT | 06489 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LYNN FRANKLIN HENRY | ||||||||
| ASH SWAMP ROAD | WOODBURY | CT | 06798 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SALLY KERNAN | ||||||||
| 700 BREAKNECK HILL ROAD | MIDDLEBURY | CT | 06762 | TREASURER | 000.00 | $0 | $0 | $0 |
| MARGARET LAWLOR | ||||||||
| 200 SOUTHWEST RD | WATERBURY | CT | 06708 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| PALMIRA METCALF | ||||||||
| 700 SOUTH STREET | MIDDLEBURY | CT | 06762 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CHRISTINE PAPE | ||||||||
| 55 SOUTH STREET | MIDDLEBURY | CT | 06762 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LAURIE ST JOHN | ||||||||
| 22 KETTLETOWN RD | SOUTHBURY | CT | 06844 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| M CATHERINE SMITH | ||||||||
| PO BOX 1436 | MIDDLEBURY | CT | 06762 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| LISA SPERRY | ||||||||
| 36 FAIRGROUNDS ROAD | WOODBURY | CT | 06798 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JILL STEVENSON | ||||||||
| 772 BREAKNECK HILL ROAD | MIDDLEBURY | CT | 06762 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| FAITH K STEWART | ||||||||
| 15 WOODBURY HILL | WOODBURY | CT | 06798 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MARY WIATR | ||||||||
| 23 STEEPLEVIEW LANE | WOODBURY | CT | 06798 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| TAMI WALKER | ||||||||
| 130 MUNSON ROAD | MIDDLEBURY | CT | 06762 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,298,762 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $490,481 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,789,243 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,789,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,717,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $235,870 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $235,870 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $321 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $321 | TotalTaxAmt |
| Distributable Before Adj | $235,549 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $235,549 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $235,549 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $166,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $166,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $321 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $165,679 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $235,549 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $119,812 | UndistributedIncomePYAmt |
| Qualifying Distributions | $166,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $119,812 | AppliedToYear1Amt |
| Applied To Current Year | $46,188 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $189,361 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELISHA LEAVENWORTH FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1032 | AddressLine1Txt |
| City | MIDDLEBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06762 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9999999999 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST APPLICATION FROM THE FOUNDATION. COMPLETE APPLICATION AND RETURN WITH PROOF OF ACCEPTANCE TO A 2 OR 4 YEAR DEGREE PROGRAM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST HAVE BEEN A MEMBER OF GIRL'S INC FOR THREE YEARS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ACT 54 MINISTRIES | ||||||
| 1713 THOMASTON AVE | WATERBURY | CT | 06705 | OPERATING SUPPORT | $25,000 | |
| BRASS CITY CHARTER SCHOOL | ||||||
| 212 CHESTNUT ST | WATERBURY | CT | 06710 | OPERATING SUPPORT | $25,000 | |
| SILAS BRONSON LIBRARY | ||||||
| 267 GRAND STREET | WATERBURY | CT | 06702 | OPERATING SUPPORT | $21,000 | |
| GREATER WATERBURY CAMPERSHIP FUND | ||||||
| WATERBURY REPUBLICAN AM | WATERBURY | CT | 06722 | OPERATING SUPPORT | $1,000 | PO BOX 2090 |
| CHLLDREN'S COMMUNITY SCHOOL | ||||||
| 31 WOLCOTT ST STE D | WATERBURY | CT | 06702 | OPERATING SUPPORT | $15,000 | |
| POLICE ACTIVITY LEAGUE OF WATERBURY | ||||||
| 64 DIVISION STREET | WATERBURY | CT | 06704 | OPERATING SUPPORT | $34,000 | |
| SAFE HAVEN | ||||||
| 29 CENTRAL AVENUE | WATERBURY | CT | 06702 | OPERATING SUPPORT | $35,000 | |
| SCHOLARSHIPS | ||||||
| PO BOX 1032 | MIDDLEBURY | CT | 06762 | FINANCIAL AID | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $166,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,637 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,283 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $520 | ExclusionAmt |
| Related Or Exempt Function Incm | -$59,459 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,440 | ExclusionAmt |
| Related Or Exempt Function Incm | -$59,459 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,981 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BNY MELLON | AT COST | $3,494,367 | $4,393,334 |
| 106 SHARES PLATT BROTHERS | AT COST | $54,696 | $94,817 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE EXPENSES | $1,560 |
| INSURANCE | $1,852 |
| REFUND OF EXPENSE | -$318 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT & BANK FEES | $34,789 | $34,789 |
| CONSULTING FEES | $3,023 |
Comments