THE KAMAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE KAMAN FOUNDATION INC (EIN 06-1386119)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-02-27
- IRS object ID
- 202620589349100527
- Schema version
- 2024v5.5
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-27T17:09:29-06:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST PUTNAM AVENUE SUITE 408 | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061386119 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAMA | BusinessNameControlTxt |
| Phone | 8602406000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO HARRIS BEACH 280 TRUMBULL ST | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C WILLIAM KAMAN II | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8602406000 | PhoneNum |
| Signature | 2026-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN FARRO | PreparerPersonNm |
| PTIN | P00969780 | PTIN |
| Phone | 2039873660 | PhoneNum |
| Preparation | 2026-02-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,361,172 | 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 |
| Dividends Rev And Expnss | $450,852 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $450,852 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $454,488 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,022,122 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $454,488 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,116 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $917,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $905,340 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $57,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $57,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $61,634 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $35,350 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,284 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,543 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,043 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,149 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $206,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,442 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,434 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $614,128 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $614,128 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $820,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,442 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $711,562 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $96,952 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $802,898 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $468,559 | CashBOYAmt |
| Cash EOY | $143,010 | CashEOYAmt |
| Cash EOYFMV | $143,010 | CashEOYFMVAmt |
| US Government Obligations BOY | $428,385 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,057,925 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,060,823 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,225,600 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,900,232 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,655,851 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,489,139 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,500,721 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,547,163 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $512,373 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $618,174 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $954,325 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,124,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,220,062 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,361,172 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,202,130 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,202,130 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,921,926 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,017,932 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,124,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,220,062 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,124,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,220,062 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,124,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $96,952 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,221,008 | SubtotalAmt |
| Other Decreases | $946 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,220,062 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2025-11-30 | $231,050 | $275,638 | -$44,588 | -$44,588 | |
| PUBLICLY TRADED SECURITIES | 2025-11-30 | $1,789,624 | $1,291,996 | $497,628 | $497,628 | |
| CAPITAL GAINS DIVIDENDS | $1,448 | $1,448 | $1,448 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $454,488 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,160 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,160 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,160 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,613 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,613 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,547 | TaxDueAmt |
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 | Yes (1) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFRED R CASELLA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8602406000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HARRIS B MURTHA 280 TRUMBULL ST | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| C WILLIAM KAMAN II - TRUSTEE | ||||||||
| 9911 GRAND SUMMIT BLVD | DRIPPING SPRINGS | TX | 78620 | PRES & TREASURER | 2.00 | $19,250 | $0 | $0 |
| CATHLEEN H KAMAN - TRUSTEE | ||||||||
| 7000 VISTA DEL MAR LANE | PLAYA DEL REY | CA | 90293 | VICE PRESIDENT | 2.00 | $19,250 | $0 | $0 |
| GLENN M MESSEMER - TRUSTEE | ||||||||
| 9426 ASHLEY DRIVE | WEEKI WACHEE | FL | 34613 | SECRETARY | 3.00 | $19,250 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HARRIS BEACH MURTHA | |||||
| 280 TRUMBULL STREET | HARTFORD | CT | 061035303 | LEGAL | $61,634 |
| RESOURCES MANAGEMENT CORP | |||||
| 643 PROSPECT AVE | WEST HARTFORD | CT | 061054276 | INVESTMENT ADVISORY | $55,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,785,432 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $204,830 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,990,262 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,990,262 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $239,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,750,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $787,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $787,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,160 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,160 | TotalTaxAmt |
| Distributable Before Adj | $776,360 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $776,360 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $776,360 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $711,562 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $711,562 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $776,360 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $783 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $127,340 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,547 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $110,066 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $286,736 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $711,562 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $711,562 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $64,798 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $64,798 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $221,938 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $221,938 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $63,325 | ExcessFromYear3Amt |
| Excess From Year2 | $48,547 | ExcessFromYear2Amt |
| Excess From Year1 | $110,066 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ART DIVISION | |||||||
| 2418 W 6TH ST | LOS ANGELES | CA | 90057 | N/A | PC | GENERAL SUPPORT | $25,000 |
| UNIVERSITY OF HARTFORD - LAUREL KAMAN SCHOLARSHIP FUND | |||||||
| 200 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | N/A | PC | GENERAL SUPPORT | $25,000 |
| UNIVERSITY OF HARTFORD - HELEN KAMAN SCHOLARSHIP FUND | |||||||
| 200 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | N/A | PC | GENERAL SUPPORT | $25,000 |
| UNIVERSITY OF HARTFORD - CHARLES KAMAN SCHOLARSHIP FUND | |||||||
| 200 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | N/A | PC | GENERAL SUPPORT | $25,000 |
| THE JAZZ BAKERY | |||||||
| 1836 BENEDICT CYN DR | BEVERLY HILLS | CA | 90210 | N/A | PC | GENERAL SUPPORT | $30,000 |
| STEVE SUTTON MEMORIAL CHARITY | |||||||
| PO BOX 174 | CANTON | NC | 28716 | N/A | PC | GENERAL SUPPORT | $20,000 |
| SANTA FE MUSIC COLLECTIVE | |||||||
| 2232 WILDERNESS COVE | SANTA FE | NM | 87505 | N/A | PC | GENERAL SUPPORT | $25,000 |
| OVERLAND MOUNTAIN BIKE ASSOCIATION | |||||||
| PO BOX 1543 | FORT COLLINS | CO | 80522 | N/A | PC | GENERAL SUPPORT | $29,350 |
| OUTPOST PRODUCTIONS INC | |||||||
| PO BOX 4543 | ALBUQUERQUE | NM | 87196 | N/A | PC | GENERAL SUPPORT | $95,000 |
| HARTFORD PUBLIC LIBRARY | |||||||
| 500 MAIN STREET | HARTFORD | CT | 06103 | N/A | PC | GENERAL SUPPORT | $44,778 |
| GRACE ACADEMY | |||||||
| 457 MAIN STREET | HARTFORD | CT | 06103 | N/A | PC | GENERAL SUPPORT | $5,000 |
| FIDELCO GUIDE DOG FOUNDATION | |||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | N/A | PC | GENERAL SUPPORT | $35,000 |
| ELIZABETH PARK CONSERVANCY | |||||||
| 1561 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | N/A | PC | GENERAL SUPPORT | $100,000 |
| DRIPPING SPRINGS VISITORS BUREAU | |||||||
| P O BOX 206 | DRIPPING SPRINGS | TX | 78620 | N/A | PC | GENERAL SUPPORT | $10,000 |
| AUSTIN CLASSICAL GUITAR | |||||||
| PO BOX 4072 | AUSTIN | TX | 78765 | N/A | PC | GENERAL SUPPORT | $60,000 |
| LA ARTCORE | |||||||
| 120 JUDGE AISO ST | LOS ANGELES | CA | 90012 | N/A | PC | GENERAL SUPPORT | $30,000 |
| NEW ENGLAND CENTER FOR CIRCUS ARTS | |||||||
| 10 TOWN CRIER DR | BRATTLEBORO | VT | 05301 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BOSTON TRINITY ACADEMY | |||||||
| 17 HALE STREET | BOSTON | MA | 02136 | N/A | PC | GENERAL SUPPORT | $5,000 |
| TEXAS WOMEN SONGWRITERS FESTIVAL | |||||||
| 110 N MAIN ST | LOCKHART | TX | 78644 | N/A | PC | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $614,128 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $450,852 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $454,488 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $917,456 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $917,456 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANDERSEN TAX LLC | CategoryTxt |
| Amt | $13,800 | Amt |
| Net Investment Income | $6,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (24 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXXON MOBIL CORP | $95,563 | $99,765 |
| HOME DEPOT INC | $100,104 | $99,645 |
| JPMORGAN CAHSE & CO | $100,032 | $99,747 |
| BARCLAYS BANK PLC SER A MTN | $50,020 | $49,037 |
| PFIZER INC | $96,520 | $99,240 |
| APPLE INC | $98,395 | $99,555 |
| VERIZON COMMUNICATIONS INC | $202,784 | $205,692 |
| GEORGIA PWR CO | $75,205 | $74,396 |
| GOLDMAN SACHS GROUP INC | $100,000 | $99,314 |
| TORONTO DOMINION BK | $100,006 | $99,637 |
| MORGAN STANLEY FIN LLC | $100,009 | $100,863 |
| WESTPAC BANKING CORP | $190,789 | $198,342 |
| WASTE MGMT INC | $156,671 | $161,232 |
| COCA-COLA REFRESHMENTS USA | $106,448 | $107,647 |
| NATIONAL RURAL UTILS | $100,275 | $102,477 |
| BANK MONTRAL MEDIUM | $50,011 | $49,757 |
| BANK NOVA SCOTIA | $81,555 | $86,550 |
| CONOCOPHILLIPS COMPANY | $98,908 | $103,028 |
| ROYAL BK CDA | $100,015 | $101,458 |
| DUKE ENERGY OHIO INC | $100,696 | $104,499 |
| PUBLIC STORAGE OPER | $100,235 | $104,298 |
| LOCKHEED MARTIN CORP | $97,647 | $101,690 |
| PHILLIPS 66 CO | $98,813 | $99,954 |
| CITIGROUP INC | $100,020 | $99,340 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $92,613 | $375,000 |
| ABBOTT LABORATORIES | $48,877 | $257,800 |
| ABBVIE INC COM | $79,386 | $683,100 |
| AMPHENOL CORP CLASS A COM US | $113,923 | $986,300 |
| APPLE INC | $72,211 | $975,975 |
| BANK OF MONTREAL COM NPV | $219,280 | $504,520 |
| BLACKROCK INC COM | $87,495 | $523,650 |
| BRISTOL-MYERS SQUIBB CO COM | $178,605 | $246,000 |
| CHEVRON CORP NEW COM | $202,386 | $302,260 |
| CISCO SYSTEMS INC | $117,754 | $230,820 |
| DUKE ENRGY CORP NEW COM NEW | $174,208 | $371,943 |
| HOME DPOT INC | $169,901 | $356,920 |
| ILLINOIS TOOL WORKS INC COM | $94,526 | $436,240 |
| INTERNATIONAL BUS MACH CORP COM | $277,027 | $617,160 |
| JPMORGAN CHASE & CO. COM | $111,875 | $782,700 |
| JOHNSON & JOHNSON COM | $94,909 | $327,554 |
| LAM RESEARCH CORP COM NEW | $46,532 | $702,000 |
| ELI LILLY & CO COM | $216,399 | $322,641 |
| MCDONALDS CORP | $110,498 | $467,730 |
| MICROSOFT CORP | $70,468 | $492,010 |
| NEXTERA ENERGY INC COM US | $67,413 | $431,450 |
| PACKAGING CORP OF AMERICA COM | $97,625 | $204,070 |
| PEPSICO INC | $115,893 | $267,732 |
| PFIZER INC | $126,781 | $193,050 |
| PROCTER AND GAMBLE CO COM | $126,609 | $296,320 |
| QUALCOMM INC | $99,748 | $302,562 |
| RTX CORPORATION COM US | $59,488 | $231,931 |
| SALESFORCE INC COM | $166,635 | $172,905 |
| UNITED PARCEL SERVICE INC CL B | $169,914 | $119,738 |
| VALERO ENERGY CORP COM | $147,581 | $309,330 |
| VERIZON COMMUNICATIONS INC | $143,672 | $164,440 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $449,396 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $449,396 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $608,529 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $611,427 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | AT COST | $164,679 | $206,160 |
| PROLOGIS INC COM | AT COST | $103,907 | $321,325 |
| REALTY INCOME CORP COM | AT COST | $202,744 | $230,440 |
| STAG INDUSTRIAL INC | AT COST | $146,844 | $196,400 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MURTHA CULLINA LLP | CategoryTxt |
| Legal Fees | $61,634 | LegalFeesAmt |
| Net Investment Income | $35,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,284 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $946 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY #6013 - NONTAXABLE DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $12,116 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,116 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARK KORBER- CONSULTING FEES | $6,500 | $0 | $6,500 |
| RESCOURCES MANAGEMENT CORP. | $55,043 | $55,043 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $5,149 | $5,149 | $0 |
| FEDERAL ESTIMATED TAX PAYMENTS | $6,500 | $0 | $0 |
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