HEWITT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HEWITT FOUNDATION INC (EIN 06-1064288)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-07-29
- IRS object ID
- 202642109349100319
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-29T15:01:58-04:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W 5TH STREET SUITE 200 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452023789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | 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 CO ESSEX SAVINGS BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEWI | BusinessNameControlTxt |
| Phone | 8607674416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 WESTBROOK ROAD STE 1 | AddressLine1Txt |
| City | ESSEX | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06426 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY DIADAMO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8607674416 | PhoneNum |
| Signature | 2026-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137847100 | PhoneNum |
| Preparation | 2026-07-29 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,816,591 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,663 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $301,394 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $301,394 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $316,760 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,115,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $316,760 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $624,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $618,154 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $6,001 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,001 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,001 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,252 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,252 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,897 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $33,967 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,967 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $106,117 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,251 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $437,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $437,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $543,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $440,751 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $529,184 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,625 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,756 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $7,924,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,001,762 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,924,770 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $637,196 | OtherAssetsBOYAmt |
| Other Assets EOY | $661,900 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $850,065 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,590,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,705,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,816,591 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,590,097 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,705,422 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,590,097 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,705,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,590,097 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,705,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,590,097 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,200 | ExcessRevenueOverExpensesAmt |
| Other Increases | $34,125 | OtherIncreasesAmt |
| Subtotal | $8,705,422 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,705,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (112 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100. SELECT SECTOR SPDR TR ST STR CARE ETF | 2015-12-29 | 2024-10-04 | $15,110 | $7,312 | $7,798 | $7,798 | |
| 100. CONSUMER DISCRETIONARY SLCT | 2013-11-22 | 2024-10-04 | $19,702 | $6,485 | $13,217 | $13,217 | |
| 400. FINANCIAL SELECT SECTOR SPDR | 2014-12-18 | 2024-10-04 | $18,132 | $8,667 | $9,465 | $9,465 | |
| 100. TECHNOLOGY SELECT SECTOR | 2013-11-26 | 2024-10-04 | $22,445 | $3,435 | $19,010 | $19,010 | |
| 100. SELECT SECTOR SPDR TR ST STR CARE ETF | 2015-12-29 | 2024-10-08 | $15,171 | $7,312 | $7,859 | $7,859 | |
| 133. FINANCIAL SELECT SECTOR SPDR | 2014-12-18 | 2024-10-08 | $6,033 | $2,882 | $3,151 | $3,151 | |
| 75. TECHNOLOGY SELECT SECTOR | 2013-11-26 | 2024-10-08 | $17,074 | $2,576 | $14,498 | $14,498 | |
| 125. SELECT SECTOR SPDR COMMUNICATIONS INDX | 2019-01-30 | 2024-10-08 | $11,275 | $5,537 | $5,738 | $5,738 | |
| 25. SELECT SECTOR SPDR COMMUNICATIONS INDX | 2020-03-30 | 2024-10-08 | $2,255 | $1,103 | $1,152 | $1,152 | |
| 524.171 THORNBURG INVT TR STRAT INC FD I | 2023-07-17 | 2024-10-23 | $6,007 | $5,886 | $121 | $121 | |
| 439. SELECT SECTOR SPDR TR ST STR CARE ETF | 2015-12-29 | 2024-10-30 | $64,869 | $32,098 | $32,771 | $32,771 | |
| 400. TECHNOLOGY SELECT SECTOR | 2013-11-26 | 2024-10-30 | $92,065 | $13,740 | $78,325 | $78,325 | |
| 611. SELECT SECTOR SPDR COMMUNICATIONS INDX | 2020-03-30 | 2024-10-30 | $56,849 | $26,963 | $29,886 | $29,886 | |
| 85. SELECT SECTOR SPDR COMMUNICATIONS INDX | 2020-11-05 | 2024-10-30 | $7,909 | $5,442 | $2,467 | $2,467 | |
| 4433.624 COLUMBIA STRATEGIC INCOME FD CL I | 2024-09-27 | 2025-01-02 | $94,037 | $96,653 | -$2,616 | -$2,616 | |
| 19.785 COLUMBIA STRATEGIC INCOME FD CL I | 2024-10-25 | 2025-01-02 | $420 | $424 | -$4 | -$4 | |
| 19.827 COLUMBIA STRATEGIC INCOME FD CL I | 2024-11-21 | 2025-01-02 | $421 | $423 | -$2 | -$2 | |
| 19.925 COLUMBIA STRATEGIC INCOME FD CL I | 2024-12-13 | 2025-01-02 | $423 | $425 | -$2 | -$2 | |
| 100. CONSUMER DISCRETIONARY SLCT | 2013-11-22 | 2025-01-02 | $22,078 | $6,485 | $15,593 | $15,593 | |
| 100. SELECT SECTOR SPDR TR SBI INT-ENERGY | 2021-01-14 | 2025-01-02 | $8,650 | $4,414 | $4,236 | $4,236 | |
| 100. SELECT SECTOR SPDR TR SBI INT-INDS | 2016-06-08 | 2025-01-02 | $13,118 | $5,706 | $7,412 | $7,412 | |
| 100. TECHNOLOGY SELECT SECTOR | 2013-11-26 | 2025-01-02 | $23,099 | $3,435 | $19,664 | $19,664 | |
| 7542.9 THORNBURG INVT TR STRAT INC FD I | 2023-07-17 | 2025-03-18 | $86,215 | $84,707 | $1,508 | $1,508 | |
| 1206.006 THORNBURG INVT TR STRAT INC FD I | 2023-07-17 | 2025-03-18 | $13,785 | $13,568 | $217 | $217 | |
| 1225.486 THORNBURG INVT TR STRAT INC FD I | 2023-07-17 | 2025-03-21 | $14,032 | $13,788 | $244 | $244 | |
| 3863.34 THORNBURG INVT TR STRAT INC FD I | 2023-08-16 | 2025-03-21 | $44,235 | $42,883 | $1,352 | $1,352 | |
| 2150.642 THORNBURG INVT TR STRAT INC FD I | 2023-09-01 | 2025-03-21 | $24,625 | $23,980 | $645 | $645 | |
| 1494.156 THORNBURG INVT TR STRAT INC FD I | 2023-09-13 | 2025-03-21 | $17,108 | $16,600 | $508 | $508 | |
| 466.293 THORNBURG INVT TR STRAT INC FD I | 2023-09-13 | 2025-03-24 | $5,325 | $5,181 | $144 | $144 | |
| 3564.538 THORNBURG INVT TR STRAT INC FD I | 2023-09-27 | 2025-03-24 | $40,707 | $39,139 | $1,568 | $1,568 | |
| 3908.079 THORNBURG INVT TR STRAT INC FD I | 2023-10-02 | 2025-03-24 | $44,630 | $42,793 | $1,837 | $1,837 | |
| 817.657 THORNBURG INVT TR STRAT INC FD I | 2023-12-21 | 2025-03-24 | $9,338 | $9,297 | $41 | $41 | |
| 1200. ISHARES TR INDEX BARCLY USAGG B | 2024-09-17 | 2025-03-27 | $117,795 | $122,263 | -$4,468 | -$4,468 | |
| 2000. PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE | 2024-09-17 | 2025-04-04 | $52,482 | $53,280 | -$798 | -$798 | |
| 950.932 FIDELITY ADVISOR SER VII TECHNOLOGY INS | 2024-08-30 | 2025-04-21 | $100,000 | $126,550 | -$26,550 | -$26,550 | |
| 25000. PACE MONEY MARKET INVESTMENT FUNDS P | 2024-12-31 | 2025-05-06 | $25,000 | $25,000 | |||
| 54. FINANCIAL SELECT SECTOR SPDR | 2014-12-18 | 2025-05-06 | $2,672 | $1,170 | $1,502 | $1,502 | |
| 946. FINANCIAL SELECT SECTOR SPDR | 2015-06-16 | 2025-05-06 | $46,812 | $20,894 | $25,918 | $25,918 | |
| 73. SELECT SECTOR SPDR TR ST STR CARE ETF | 2015-12-29 | 2025-05-07 | $9,864 | $5,337 | $4,527 | $4,527 | |
| 27. SELECT SECTOR SPDR TR ST STR CARE ETF | 2016-07-08 | 2025-05-07 | $3,648 | $1,983 | $1,665 | $1,665 | |
| 200. CONSUMER DISCRETIONARY SLCT | 2013-11-22 | 2025-05-07 | $39,635 | $12,970 | $26,665 | $26,665 | |
| 300. SELECT SECTOR SPDR TR SBI INT-ENERGY | 2021-01-14 | 2025-05-07 | $24,071 | $13,242 | $10,829 | $10,829 | |
| 102. FINANCIAL SELECT SECTOR SPDR | 2015-06-16 | 2025-05-07 | $5,040 | $2,253 | $2,787 | $2,787 | |
| 200. FINANCIAL SELECT SECTOR SPDR | 2021-02-04 | 2025-05-07 | $9,882 | $6,154 | $3,728 | $3,728 | |
| 198. FINANCIAL SELECT SECTOR SPDR | 2021-03-08 | 2025-05-07 | $9,783 | $6,791 | $2,992 | $2,992 | |
| 8764.242 THORNBURG INVT TR STRAT INC FD I | 2023-12-21 | 2025-05-07 | $100,000 | $99,649 | $351 | $351 | |
| 3610.713 THORNBURG INVT TR STRAT INC FD I | 2023-12-21 | 2025-05-07 | $41,198 | $41,054 | $144 | $144 | |
| 7344.589 THORNBURG INVT TR STRAT INC FD I | 2024-01-16 | 2025-05-07 | $83,802 | $83,288 | $514 | $514 | |
| 300. SELECT SECTOR SPDR TR ST STR CARE ETF | 2016-07-08 | 2025-08-11 | $39,130 | $22,034 | $17,096 | $17,096 | |
| 5882.924 THORNBURG INVT TR STRAT INC FD I | 2024-01-16 | 2025-08-11 | $67,712 | $66,712 | $1,000 | $1,000 | |
| 11493.271 THORNBURG INVT TR STRAT INC FD I | 2024-02-06 | 2025-08-11 | $132,288 | $130,334 | $1,954 | $1,954 | |
| 13418.546 THORNBURG INVT TR STRAT INC FD I | 2024-02-06 | 2025-08-22 | $154,850 | $152,166 | $2,684 | $2,684 | |
| 16910.743 THORNBURG INVT TR STRAT INC FD I | 2024-02-08 | 2025-08-22 | $195,150 | $191,430 | $3,720 | $3,720 | |
| 598.091 THORNBURG INVT TR STRAT INC FD I | 2024-02-08 | 2025-09-24 | $6,938 | $6,770 | $168 | $168 | |
| 1126.047 THORNBURG INVT TR STRAT INC FD I | 2024-02-12 | 2025-09-24 | $13,062 | $12,747 | $315 | $315 | |
| . UBS | 2025-09-30 | $54,907 | -$54,907 | -$54,907 | |||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,121 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $316,760 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,356 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,356 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,356 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,324 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,324 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,032 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESSEX SAVINGS BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8607674416 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 WESTBROOK ROAD STE 1 | AddressLine1Txt |
| City | ESSEX | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06426 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ACHILLE A APICELLA | ||||||
| 176 WESTBROOK ROAD STE 1 | ESSEX | CT | 06426 | DIRECTOR, VP | 1 | $0 |
| PATRICK CAREY | ||||||
| 176 WESTBROOK ROAD STE 1 | ESSEX | CT | 06426 | DIRECTOR, PRESIDENT | 1 | $0 |
| HARRY DIADAMO | ||||||
| 176 WESTBROOK ROAD STE 1 | ESSEX | CT | 06426 | DIRECTOR, TREASURER | 1 | $0 |
| LAURA DONAHUE | ||||||
| 176 WESTBROOK ROAD STE 1 | ESSEX | CT | 06426 | DIRECTOR | 1 | $0 |
| LYNN IVERSON | ||||||
| 176 WESTBROOK ROAD STE 1 | ESSEX | CT | 06426 | DIRECTOR | 1 | $0 |
| MARY ANN MICKLUS | ||||||
| 176 WESTBROOK ROAD STE 1 | ESSEX | CT | 06426 | DIRECTOR | 1 | $0 |
| ELSIE S SCOTT | ||||||
| 176 WESTBROOK ROAD STE 1 | ESSEX | CT | 06426 | DIRECTOR | 1 | $0 |
| JANICE SHEEHY | ||||||
| 176 WESTBROOK ROAD STE 1 | ESSEX | CT | 06426 | DIRECTOR, SECRETARY | 1 | $0 |
| FREDERICK WILSON | ||||||
| 176 WESTBROOK ROAD STE 1 | ESSEX | CT | 06426 | DIRECTOR | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,356 | TotalTaxAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $440,751 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $440,751 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $426,326 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $440,751 | QualifyingDistributionsAmt |
| Applied To Year1 | $426,326 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,425 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,425 | 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 | $14,425 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $14,425 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRIFFIN HOSPITAL | |||||||
| 130 DIVISION ST | DERBY | CT | 06418 | NONE | PC | EMPATH UNIT | $325,000 |
| TEAM INC | |||||||
| 30 ELIZABETH ST | DERBY | CT | 06418 | NONE | PC | ELDER CARE HOMEMAKING SVC | $112,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $437,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $301,394 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $316,760 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $618,154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $618,154 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICE RUSS COCHRAN TRUST DTD 10101968 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830269 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752832309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,663 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (ALLOCABLE | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $6,001 | LegalFeesAmt |
| Net Investment Income | $3,001 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,001 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $33,709 | $33,709 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $258 | $258 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO MATCH STMT FMV | Desc |
| Amt | $34,125 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $51,252 | Amt |
| Net Investment Income | $51,252 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICE RUSS COCHRAN TRUST DTD 10101968 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830269 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752832309 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENT - PRIOR YE | CategoryTxt |
| Amt | $13,897 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments