ELISHA LEAVENWORTH FOUNDATION INCORPORATED: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ELISHA LEAVENWORTH FOUNDATION INCORPORATED (EIN 06-6035206)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-09
- IRS object ID
- 201111299349100036
- Schema version
- 2010v3.2
- 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-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-09T11:55:56-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles Heaven & Co | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207-231 Bank St | AddressLine1 |
| City | Waterbury | City |
| State | CT | State |
| ZIP Code | 06702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066035206 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELISHA LEAVENWORTH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELIS | NameControl |
| Phone | 2032634356 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1032 | AddressLine1 |
| City | Middlebury | City |
| State | CT | State |
| ZIP Code | 06762 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELE FASANO | Name |
| Title | Treasurer | Title |
| Phone | 2037534101 | Phone |
| Date Signed | 2011-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert E Sweeney Jr CPA | Name |
| Phone | 2037534101 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2426361 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 56834 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 56834 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 1 | GrossRentsRevAndExpnss |
| Net Rental Income Or Loss | 1 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | -4427 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 777673 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 52408 | TotalRevenueAndExpenses |
| Total Net Investment Income | 56834 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 19979 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 19979 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1989 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1989 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4824 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 26792 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21968 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 139130 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 139130 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 165922 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21968 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 139130 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -113514 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 34866 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 143052 | CashBOY |
| Cash EOY | 72110 | CashEOY |
| Cash EOYFMV | 72110 | CashEOYFMV |
| Investments Other BOY | 2155623 | InvestmentsOtherBOY |
| Investments Other EOY | 2113051 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2335445 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 18806 | LandBuildingAndEquipmentBasis |
| Land Building And Equipment BOY | 18806 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 18806 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 18806 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 2317481 | TotalAssetsBOY |
| Total Assets EOY | 2203967 | TotalAssetsEOY |
| Total Assets EOYFMV | 2426361 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1625546 | CapitalStockBOY |
| Capital Stock EOY | 1625546 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 691935 | RetainedEarningsBOY |
| Retained Earnings EOY | 578421 | RetainedEarningsEOY |
| Total Net Assets BOY | 2317481 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2203967 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2317481 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2203967 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2317481 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -113514 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2203967 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2203967 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| BNY Mellon | P | 2009-12-31 | 2010-06-30 | 538270 | 551340 | -13070 | -13070 |
| BNY Mellon | P | 2008-12-31 | 2010-06-30 | 239403 | 230760 | 8643 | 8643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -4427 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 74685 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2367542 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.031545 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 169161 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2669829 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.063360 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 188733 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2980669 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.063319 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 186556 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3096258 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.060252 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 174240 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3281721 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053094 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.271570 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054314 | AverageDistributionRatio |
| Net Noncharitable Assets | 2331998 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 126660 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 349 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 127009 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 139130 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 349 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 349 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 349 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 900 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 900 | TotalCreditsAndPayments |
| Overpayment | 551 | Overpayment |
| Amount Credited To Next Year | 551 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MICHELLE FASANO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2032634356 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 CARRIAGE LANE | AddressLine1 |
| City | WOODBURY | City |
| State | CT | State |
| ZIP Code | 06798 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MISS NANCY CAMP | ||||||||
| POMPERAUG WOODS | SOUTHBURY | CT | 06488 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MRS JAMES KERNAN | ||||||||
| 700 BREAKNECK HILL | MIDDLEBURY | CT | 06762 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MRS MICHAEL FASANO | ||||||||
| 21 CARRIAGE LANE | WOODBURY | CT | 06798 | SECRETARY/TREASURER | 3.00 | 0 | 0 | 0 |
| MRS DAVID J LONG | ||||||||
| 383 NORTHFIELD ROAD | WATERTOWN | CT | 06795 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MRS JAMES W MARLOR | ||||||||
| 754 MAIN STREET NORTH | SOUTHBURY | CT | 06488 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MRS JAMES SMITH | ||||||||
| 290 TRANQUILITY ROAD | MIDDLEBURY | CT | 06762 | VICE PRESIDENT | 3.00 | 0 | 0 | 0 |
| MRS ANDREW PAPE | ||||||||
| 55 SOUTH STREET | MIDDLEBURY | CT | 06762 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MRS LP SPERRY | ||||||||
| 346 SOUTH STREET | MIDDLEBURY | CT | 06762 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| DR LISA VIEGA | ||||||||
| 55 EASTFIELD ROAD | WATERBURY | CT | 06708 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MRS THOMAS WALKER | ||||||||
| 130 MUNSON ROAD | MIDDLEBURY | CT | 06762 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MRS JAMES LAWLOR | ||||||||
| 200 SOUTHWEST RD | WATERBURY | CT | 06708 | PRESIDENT | 3.00 | 0 | 0 | 0 |
| MRS FAITH STEWART | ||||||||
| 15 WOODBURY HILL | WOODBURY | CT | 06798 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2273705 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 75000 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 18806 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2367511 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2367511 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 35513 | CashDeemedCharitable |
| Net Noncharitable Assets | 2331998 | NetNoncharitableAssets |
| Minimum Investment Return | 116600 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 116600 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 349 | TaxBasedOnInvestmentIncome |
| Total Tax | 349 | TotalTax |
| Distributable Amount Before Adj | 116251 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 116251 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 116251 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 139130 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 139130 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 349 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 138781 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 116251 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 47900 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 36749 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 43314 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 37348 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 165311 | TotalExcessDistriCarryover |
| Qualifying Distributions | 139130 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 116251 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 22879 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 188190 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 47900 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 140290 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 36749 | ExcessFromYear4 |
| Excess From Year3 | 43314 | ExcessFromYear3 |
| Excess From Year2 | 37348 | ExcessFromYear2 |
| Excess From Current Year | 22879 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ELISHA LEAVENWORTH FOUNDATION INC | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1032 | AddressLine1 |
| City | MIDDLEBURY | City |
| State | CT | State |
| ZIP Code | 06762 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9999999999 | RecipientPhoneNumber |
| 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 | FormAndInfoAndMaterials |
| Submission Deadlines | APRIL 30 | SubmissionDeadlines |
| Restrictions On Awards | MUST HAVE BEEN A MEMBER OF GIRL'S INC FOR THREE YEARS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FAMILY SERVICE OF GREATER WATERBURY INC | |||||||
| 34 MURRAY ST | WATERBURY | CT | 06710 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| SCHOLARSHIP | |||||||
| PO BOX 1032 | MIDDLEBURY | CT | 06762 | NONE | INDIVIDUAL | FINANCIAL AID | $11,000 |
| GIRLS INCORPORATED | |||||||
| 35 PARK PLACE | WATERBURY | CT | 06702 | NONE | PUBLIC CHARITY | OPERATING AND SPECIAL SUPPORT | $123,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 139130 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $56,834 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$4,427 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $52,408 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 52408 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Bank of New York Investments | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 2113051 | BookValue |
| EOYFMV | 2335445 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE EXPENSES | 337 | 0 | 0 |
| BUOILDING INSPECTION AND APPRAISAL | 4487 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment & BANK Fees | Category |
| Amount | $19,979 | Amount |
| Net Investment Income | 19979 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | Category |
| Amount | $1,989 | Amount |
| Net Investment Income | 1989 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments