HEWITT FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HEWITT FOUNDATION INC (EIN 06-1064288)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-02-04
- IRS object ID
- 201610359349100111
- Schema version
- 2014v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-04T09:37:14-06:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060415530 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRCALDIE RANDALL & MCNAB LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 WASHINGTON AVENUE | AddressLine1Txt |
| City | NORTH HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064731187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061064288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEWITT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEWI | BusinessNameControlTxt |
| Phone | 2033871427 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 386 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY DIADAMO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2033871427 | PhoneNum |
| Signature | 2016-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN F ONOFRIO CPA | PreparerPersonNm |
| PTIN | P00012572 | PTIN |
| Phone | 2032394478 | PhoneNum |
| Preparation | 2016-01-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,606,616 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $29,987 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $195,869 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $195,869 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$29,745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,848,127 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $196,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195,870 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,770 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,770 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,578 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,730 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,730 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $935 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $935 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $304 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,018 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,074 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,683 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $404,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $404,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $457,765 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,074 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $415,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$261,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $157,796 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,170 | CashBOYAmt |
| Cash EOY | $7,887 | CashEOYAmt |
| Cash EOYFMV | $7,887 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $20,422 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $20,422 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,445,497 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,980,696 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,980,696 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $667,926 | OtherAssetsBOYAmt |
| Other Assets EOY | $597,611 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $597,611 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,115,593 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,606,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,606,616 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,613 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,500 | AccountsPayableEOYAmt |
| Grants Payable BOY | $330,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $365,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $352,613 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $367,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,546,131 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,022,267 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $1,216,849 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $1,216,849 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,762,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,239,116 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,115,593 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,606,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,762,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$261,653 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,501,327 | SubtotalAmt |
| Other Decreases | $262,211 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,239,116 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ENERGY SECTOR SPDR FUND | P | 2013-11-22 | 2014-10-07 | $17,677 | $17,646 | $31 | $31 |
| EATON VANCE BOND FUND | P | 2014-05-08 | 2014-11-19 | $110,000 | $110,501 | -$501 | -$501 |
| MAINSTAY HIGH YIELD CORP BOND FUND | P | 2014-08-21 | 2014-11-26 | $242,200 | $250,000 | -$7,800 | -$7,800 |
| MFS HIGH INCOME FUND | P | 2014-08-21 | 2014-11-26 | $25,000 | $25,635 | -$635 | -$635 |
| MFS HIGH INCOME FUND | P | 2014-08-21 | 2014-11-26 | $11,000 | $11,280 | -$280 | -$280 |
| ENERGY SECTOR SPDR FUND | P | 2013-11-22 | 2014-12-02 | $42,656 | $44,115 | -$1,459 | -$1,459 |
| MFS HIGH INCOME FUND | P | 2014-08-27 | 2014-12-16 | $433,743 | $463,085 | -$29,342 | -$29,342 |
| EATON VANCE BOND FUND | P | 2014-06-30 | 2014-12-16 | $740,244 | $789,499 | -$49,255 | -$49,255 |
| BLACKROCK HIGH YIELD BOND FUND | P | 2014-08-27 | 2014-12-16 | $468,806 | $500,000 | -$31,194 | -$31,194 |
| UTILITIES SECTOR SPDR TRUST | P | 2014-06-30 | 2015-03-10 | $44,729 | $44,120 | $609 | $609 |
| POWERSHARE ETF S&P 500 | P | 2014-11-26 | 2015-03-12 | $34,469 | $34,435 | $34 | $34 |
| LOOMIS SAYLES STRATEGIC INCOME FUND | P | 2014-08-21 | 2015-04-10 | $100,000 | $106,642 | -$6,642 | -$6,642 |
| ISHARES TR HDG MSCI GERMN | P | 2015-03-09 | 2015-04-22 | $118,591 | $114,259 | $4,332 | $4,332 |
| LOOMIS SAYLES STRATEGIC INCOME FUND | P | 2014-08-21 | 2015-04-24 | $100,000 | $105,788 | -$5,788 | -$5,788 |
| CONSUMER STAPLE SECTOR SPDR TRUST | P | 2013-11-22 | 2015-04-28 | $24,615 | $21,580 | $3,035 | $3,035 |
| CONSUMER STAPLE SECTOR SPDR TRUST | P | 2013-11-22 | 2015-05-08 | $96,904 | $86,320 | $10,584 | $10,584 |
| TECHNOLOGY SECTOR SPDR TRUST | P | 2013-11-22 | 2015-05-08 | $63,754 | $51,240 | $12,514 | $12,514 |
| INDUSTRIAL SECTOR SPDR TRUST | P | 2013-11-26 | 2015-05-08 | $322,649 | $292,090 | $30,559 | $30,559 |
| NUVEEN HIGH YIELD MUNI BOND | P | 2014-12-18 | 2015-05-14 | $247,822 | $250,000 | -$2,178 | -$2,178 |
| ISHARES TR HDG MSCI EAFC | P | 2015-04-09 | 2015-05-18 | $70,234 | $72,225 | -$1,991 | -$1,991 |
| LORD ABBETT HIGH YIELD MUNI BOND | P | 2015-02-05 | 2015-05-18 | $296,474 | $300,000 | -$3,526 | -$3,526 |
| INDUSTRIAL SECTOR SPDR TRUST | P | 2013-11-26 | 2015-06-19 | $155,397 | $145,101 | $10,296 | $10,296 |
| ALTEGRIS FUTURES EVOLUTION STATEGY FUND | P | 2015-04-23 | 2015-06-19 | $46,088 | $50,000 | -$3,912 | -$3,912 |
| NUVEEN SYMPHONY CREDIT OPPORTUNITIES FUND | P | 2015-04-23 | 2015-08-14 | $47,356 | $50,000 | -$2,644 | -$2,644 |
| LOOMIS SAYLES STRATEGIC INCOME FUND | P | 2014-08-21 | 2015-08-14 | $100,000 | $112,141 | -$12,141 | -$12,141 |
| SECTOR SPDR TRUST MATERIALS | P | 2014-03-18 | 2015-08-18 | $79,788 | $79,708 | $80 | $80 |
| LORD ABBETT INCOME FUND | P | 2015-02-04 | 2015-08-21 | $200,000 | $209,386 | -$9,386 | -$9,386 |
| LOOMIS SAYLES STRATEGIC INCOME FUND | P | 2014-08-21 | 2015-08-21 | $200,000 | $225,904 | -$25,904 | -$25,904 |
| LOOMIS SAYLES STRATEGIC INCOME FUND | P | 2014-08-21 | 2015-08-24 | $50,000 | $56,887 | -$6,887 | -$6,887 |
| HEALTH CARE SELECT SECTOR SPDR TRUST | P | 2013-11-22 | 2015-08-25 | $130,084 | $96,687 | $33,397 | $33,397 |
| TECHNOLOGY SECTOR SPDR TRUST | P | 2013-11-22 | 2015-08-22 | $82,658 | $68,320 | $14,338 | $14,338 |
| FINANCIAL SECTOR SPDR TRUST | P | 2013-11-22 | 2015-08-25 | $61,499 | $53,725 | $7,774 | $7,774 |
| SUNAMERICAN STRATEGIC BOND FUND | P | 2015-04-23 | 2015-08-25 | $47,863 | $50,000 | -$2,137 | -$2,137 |
| ISHARES S&P 500 GROWTH | P | 2013-11-26 | 2015-08-26 | $28,119 | $24,100 | $4,019 | $4,019 |
| ISHARES CORE US AGGREGATE BOND FUND | P | 2015-06-16 | 2015-08-28 | $109,301 | $108,820 | $481 | $481 |
| US TREASURY BILL 9/17/15 | P | 2015-09-08 | 2015-09-17 | $500,000 | $499,999 | $1 | $1 |
| ISHARES S&P 500 VALUE | P | 2013-11-26 | 2015-09-23 | $85,439 | $84,270 | $1,169 | $1,169 |
| CONSUMER STAPLE SECTOR SPDR TRUST | P | 2013-11-22 | 2015-09-23 | $60,311 | $51,880 | $8,431 | $8,431 |
| HEALTH CARE SELECT SECTOR SPDR TRUST | P | 2013-11-22 | 2015-09-23 | $70,869 | $55,250 | $15,619 | $15,619 |
| TECHNOLOGY SECTOR SPDR TRUST | P | 2013-11-26 | 2015-09-23 | $79,979 | $68,529 | $11,450 | $11,450 |
| FINANCIAL SECTOR SPDR TRUST | P | 2013-11-22 | 2015-09-23 | $101,809 | $96,705 | $5,104 | $5,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$29,745 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $335,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,121,550 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047040 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $342,603 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,628,273 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051688 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $406,165 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,810,845 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059635 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $167,880 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,971,898 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024080 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $221,510 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,093,922 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031225 | DistributionYr5Rt |
| Total Distribution | 0.213668 | TotalDistributionRt |
| Average Distribution | 0.042734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,109,854 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $303,833 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,578 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $305,411 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $415,183 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,578 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,578 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,578 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,422 | OverpaymentAmt |
| Applied To ES Tax | $5,500 | AppliedToESTaxAmt |
| Refund | $14,922 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HARRY DIADAMO | IndividualWithBooksNm |
| Phone | 2033871427 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 386 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| HARRY P DIADAMO | ||||||||
| PO BOX 386 | SHELTON | CT | 06484 | TREASURER | 2.00 | $0 | $0 | $0 |
| PATRICK M CAREY | ||||||||
| PO BOX 386 | SHELTON | CT | 06484 | PRESIENT | 2.00 | $0 | $0 | $0 |
| ACHILLE A APICELLA | ||||||||
| PO BOX 386 | SHELTON | CT | 06484 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| ELSIE S SCOTT | ||||||||
| PO BOX 386 | SHELTON | CT | 06484 | SECRETARY | 2.00 | $0 | $0 | $0 |
| LAURA DONAHUE | ||||||||
| PO BOX 386 | SHELTON | CT | 06484 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JANICE SHEEHY | ||||||||
| PO BOX 386 | SHELTON | CT | 06484 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| VIRGINIA COSTIGAN | ||||||||
| PO BOX 386 | SHELTON | CT | 06484 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JANET GIRARDAT | ||||||||
| PO BOX 386 | SHELTON | CT | 06484 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,213,097 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,218,126 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,218,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,272 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,109,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $355,493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $355,493 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,578 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,578 | TotalTaxAmt |
| Distributable Before Adj | $353,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $353,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $353,915 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $415,183 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $415,183 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,578 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $413,605 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $353,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $327,950 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $415,183 | QualifyingDistributionsAmt |
| Applied To Year1 | $327,950 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,233 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $266,682 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HARRY DIADAMO OR PAT CAREY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 386 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2033871427 | RecipientPhoneNum |
| Form And Info And Materials | FORMAL REQUEST WITH BACK UP INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARY AREA OF GIVING IS HEALTHCARE, ELDERLY SERVICES IN THE LOWER NAUGATUCK VALLEY OF CONNECTICUT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEAM INC | |||||||
| 30 ELIZABETH STREET | DERBY | CT | 06418 | UNRELATED | PUBLIC CHARITY | GRANT FOR GENERAL SUPPORT | $32,000 |
| THE GRIFFIN HOSPITAL | |||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | UNRELATED | PUBLIC CHARITY | GRANT FOR GENERAL SUPPORT | $7,500 |
| THE GRIFFIN HOSPITAL | |||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | UNRELATED | PUBLIC CHARITY | GRANT FOR GENERAL SUPPORT | $365,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $404,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $195,869 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$29,745 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $166,125 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,125 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COCHRAN TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 386 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $28,239 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT FEE | $2,500 | $0 | $0 |
| BOOKKEEPING | $430 | $0 | $0 |
| LEGAL EXPENSES | $0 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS BANK USA | $2,230,417 | $2,230,417 |
| CONSUMER SECTOR SPDR | $779,730 | $779,730 |
| CONSUMER STAPLE SECTOR SPDR | $0 | $0 |
| ENERGY SECTOR SPDR | $348,840 | $348,840 |
| FINANCIAL SECTOR SPDR | $634,480 | $634,480 |
| HEALTHCARE SELECT SECTOR | $728,530 | $728,530 |
| INDUSTRIAL SECTOR SPDR | $0 | $0 |
| ISHARES S&P 500 VALUE | $0 | $0 |
| ISHARES S&P 500 GROWTH | $134,750 | $134,750 |
| ISHARES NASDAQ BIOTECHNOLOGY | $83,416 | $83,416 |
| SECTOR SPDR TR INT-MATERIAL | $0 | $0 |
| TECHNOLOGY SECTOR SPDR | $790,000 | $790,000 |
| UTILITIES SECTOR SPDR | $0 | $0 |
| BALACKROCK HIGH YIELD | $0 | $0 |
| EATON VANCE BOND FD | $0 | $0 |
| LOOMIS SAYLES STRATEGIC INCOME | $121,964 | $121,964 |
| MAINSTAY HIGH YIELD | $0 | $0 |
| MFS HIGH INCOME FUND | $0 | $0 |
| PIMCO INCOME FD | $623,735 | $623,735 |
| ISHARES MSCI EAFE | $85,980 | $85,980 |
| SPDR S&P 500ETF | $191,630 | $191,630 |
| ANGEL OAK MULTI STRATEGY INCOME FUND | $48,441 | $48,441 |
| LORD ABBETT INCOME FUND | $178,783 | $178,783 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN PERPETUAL TRUST | Desc |
| BOY Book Value | $667,926 | BOYBookValueAmt |
| EOY Book Value | $597,611 | EOYBookValueAmt |
| EOYFMV | $597,611 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED (LOSS) GAIN ON SECURITIES | Desc |
| Amt | $262,211 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $304 | $304 | $0 |
| DUES & SUBSCRIPTION | $750 | $0 | $750 |
| OFFICE SUPPLIES | $1,867 | $0 | $1,867 |
| POSTAGE | $501 | $0 | $501 |
| INSURANCE | $1,900 | $0 | $1,900 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $37,770 | Amt |
| Net Investment Income | $37,770 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2014 EXCISE TAX FORM 990PF | CategoryTxt |
| Amt | $1,578 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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