ELISHA LEAVENWORTH FOUNDATION INCORPORATED: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ELISHA LEAVENWORTH FOUNDATION INCORPORATED (EIN 06-6035206)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201503209349102285
- Schema version
- 2014v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T13:02:32-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | MARGARET LAWLOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2032634356 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E SWEENEY JR | PreparerPersonNm |
| PTIN | P01215711 | PTIN |
| Phone | 2037534101 | PhoneNum |
| Preparation | 2015-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,266,753 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $600,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32,414 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,414 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,167 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $434,755 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,087,838 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,561 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,651 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,651 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,106,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,793 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,605 | LegalFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $30,551 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,551 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,235 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,992 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $38,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,551 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $193,583 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,551 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $913,404 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,242 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,617 | CashBOYAmt |
| Cash EOY | $71,585 | CashEOYAmt |
| Cash EOYFMV | $71,585 | CashEOYFMVAmt |
| Other Investments BOY | $2,469,907 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,415,149 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,195,168 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $18,806 | LandBOYAmt |
| Total Assets BOY | $2,573,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,486,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,266,753 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,573,330 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,486,734 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,573,330 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,486,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,573,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,486,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,573,330 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $913,404 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,486,734 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,486,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON | P | 2013-07-08 | 2014-06-30 | $251,837 | $233,167 | $18,670 | $18,670 |
| BNY MELLON | P | 2012-12-31 | 2014-06-30 | $455,170 | $401,110 | $54,060 | $54,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,561 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,670 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $107,907 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,752,299 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039206 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,483,698 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.018118 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,435,585 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.008212 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $138,781 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,331,998 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059512 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $74,685 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,367,542 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031545 | DistributionYr5Rt |
| Total Distribution | 0.156593 | TotalDistributionRt |
| Average Distribution | 0.031319 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,693,435 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $115,675 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,152 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $116,827 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $155,200 | 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 | $1,152 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,152 | SubtotalAmt |
| Tax Based On Investment Income | $1,152 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $1,821 | OverpaymentAmt |
| Applied To ES Tax | $1,821 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARGARET LAWLOR | IndividualWithBooksNm |
| Phone | 2037531202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTHWEST RD | AddressLine1Txt |
| City | WATERBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06708 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| MRS JAMES KERNAN | ||||||||
| 700 BREAKNECK HILL | MIDDLEBURY | CT | 06762 | SECRETARY/TR | 1.00 | $0 | $0 | $0 |
| MRS DAVID J LONG | ||||||||
| 383 NORTHFIELD ROAD | WATERTOWN | CT | 06795 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MRS JAMES W MARLOR | ||||||||
| POMPERAUG WOODS 82 HERITAGE ROAD | SOUTHBURY | CT | 06488 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MRS JAMES SMITH | ||||||||
| PO BOX 1436 | MIDDLEBURY | CT | 06762 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| MRS ANDREW PAPE | ||||||||
| 55 SOUTH STREET | MIDDLEBURY | CT | 06762 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MRS LP SPERRY | ||||||||
| 346 SOUTH STREET | MIDDLEBURY | CT | 06762 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DR LISA VIEGA | ||||||||
| 55 EASTFIELD ROAD | WATERBURY | CT | 06708 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MRS THOMAS WALKER | ||||||||
| 130 MUNSON ROAD | MIDDLEBURY | CT | 06762 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MRS JAMES LAWLOR | ||||||||
| 200 SOUTHWEST RD | WATERBURY | CT | 06708 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MRS FAITH STEWART | ||||||||
| 15 WOODBURY HILL | WOODBURY | CT | 06798 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MRS MICHAEL FASANO | ||||||||
| 21 CARRIAGE LANE | WOODBURY | CT | 06798 | DIRECTOR | 0.10 | $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 | $3,234,701 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $514,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,749,680 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,749,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,693,435 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $184,672 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $184,672 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,152 | TotalTaxAmt |
| Distributable Before Adj | $183,520 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $183,520 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $183,520 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $155,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,152 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $154,048 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $183,520 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,292 | UndistributedIncomePYAmt |
| Qualifying Distributions | $155,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,292 | AppliedToYear1Amt |
| Applied To Current Year | $127,908 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $55,612 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| UNITED CHURCH OF CHRIST | |||||
| 283 MAIN STREET NORTH | SOUTHBURY | CT | 06488 | OPERATING SUPPORT | $100 |
| DONATE LIFE CT | |||||
| PO BOX 278 | DURHAM | CT | 06422 | OPERATING SUPPORT | $100 |
| BOYS AND GIRLS CLUB | |||||
| 1037 E MAIN ST | WATERBURY | CT | 06705 | OPERATING SUPPORT | $9,563 |
| BRIDGE TO SUCCESS | |||||
| 100 N ELM STREET | WATERBURY | CT | 06702 | OPERATING SUPPORT | $4,300 |
| CATHOLIC CHARITIES | |||||
| 839 ASYLUM AVENUE 841 | HARTFORD | CT | 06105 | OPERATING SUPPORT | $5,000 |
| CHILDREN'S COMMUNITY SCH | |||||
| 31 WOLCOTT ST | WATERBURY | CT | 06702 | OPERATING SUPPORT | $12,500 |
| CT JUNIOR REPUBLIC | |||||
| 550 GOSHEN ROAD | LITCHFIELD | CT | 06759 | OPERATING SUPPORT | $7,500 |
| CT PRE ENGINEERING PROGRAM | |||||
| 211 SOUTH MAIN STREET | MIDDLETOWN | CT | 06457 | OPERATING SUPPORT | $5,000 |
| FAMILY SERVICES | |||||
| 34 MURRAY STREET | WATERBURY | CT | 06710 | OPERATING SUPPORT | $10,000 |
| GIRLS INC | |||||
| 35 PARK PLACE | WATERBURY | CT | 06702 | OPERATING SUPPORT | $3,000 |
| GIRLS SCOUTS OF CT | |||||
| 340 WASHINGTON STREET | HARTFORD | CT | 06106 | OPERATING SUPPORT | $3,000 |
| GRANVILLE ACADEMY | |||||
| 66 RED COAT ROAD | WATERBURY | CT | 06704 | OPERATING SUPPORT | $3,400 |
| HIDDEN ACRES | |||||
| PO BOX 1879 | NAUGATUCK | CT | 06770 | OPERATING SUPPORT | $6,500 |
| LITERACY VOLUNTEERS | |||||
| SILAS BRONSON LIBRARY 26 | WATERBURY | CT | 06702 | OPERATING SUPPORT | $1,500 |
| NAUGATUCK DISCOVERY | |||||
| 2319 WHITNEY AVENUE | HAMDEN | CT | 06518 | OPERATING SUPPORT | $7,500 |
| NEW OPPORTUNITIES | |||||
| 232 N ELM STREET | WATERBURY | CT | 06702 | OPERATING SUPPORT | $6,772 |
| NUTMEG BIG BROTHERS SISTERS | |||||
| 30 LAUREL ST 3 | HARTFORD | CT | 06106 | OPERATING SUPPORT | $1,500 |
| ST VINCENT DEPAUL | |||||
| 34 WILLOWN STREET PO BOX | WATERBURY | CT | 06721 | OPERATING SUPPORT | $10,000 |
| SALVATION ARMY | |||||
| 74 CENTRAL AVENUE | WATERBURY | CT | 06702 | OPERATING SUPPORT | $4,120 |
| SAFE HAVEN | |||||
| 29 CENTRAL AVENUE | WATERBURY | CT | 06702 | OPERATING SUPPORT | $10,000 |
| SILAS BRONSON LIBRARY | |||||
| 267 GRAND STREET | WATERBURY | CT | 06702 | OPERATING SUPPORT | $6,500 |
| THOMATON LIBRARY | |||||
| 248 MAIN STREET | THOMASTON | CT | 06787 | OPERATING SUPPORT | $2,885 |
| WATERBURY SYMPHONY ORCHESTRA | |||||
| 110 BANK STREET | WATERBURY | CT | 06702 | OPERATING SUPPORT | $7,500 |
| WATERBURY YOUTH SERVICES | |||||
| 83 PROSPECT STREET | WATERBURY | CT | 06702 | OPERATING SUPPORT | $14,460 |
| WATERBURY YMCA | |||||
| 136 W MAIN STREET | WATERBURY | CT | 06702 | OPERATING SUPPORT | $7,500 |
| SCHOLARSHIP | |||||
| PO BOX 1032 | MIDDLEBURY | CT | 06756 | SCHOLARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,414 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,167 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $831 | ExclusionAmt |
| Related Or Exempt Function Incm | $433,924 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| NON DIVIDEND DISTRIBUTIONS | $2,303 |
| LAWSUIT SETTLEMENTS | $348 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,412 | ExclusionAmt |
| Related Or Exempt Function Incm | $436,575 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $506,987 | 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 |
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 Person | ESTATE OF NANCY H CAMP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HENRY AND FEDERER | AddressLine1Txt |
| Address Line2 | 295 MAIN ST SOUTH | AddressLine2Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06798 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | CHARITABLE USE BLDG | AssetDesc |
| Acquired | 2029-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2014-06 | SoldDt |
| Gross Sales Price | $380,000 | GrossSalesPriceAmt |
| Basis | $18,806 | BasisAmt |
| Total Net | $361,194 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BNY MELLON | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,415,149 | BookValueAmt |
| EOYFMV | $4,195,168 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SALE OF BUILDING | CategoryTxt |
| Legal Fees | $2,605 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE EXPENSES | $1,090 |
| BLDG EXPENSE | $849 |
| INSURANCE | $2,053 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NON DIVIDEND DISTRIBUTIONS | $2,303 | $2,303 |
| LAWSUIT SETTLEMENTS | $348 | $348 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT & BANK FEES | $30,551 | $30,551 |
| APPRAISAL FEE |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,235 | Amt |
Comments