TRUSTEES OF COLT BEQUEST INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF COLT BEQUEST INC (EIN 06-6026009)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-03-30
IRS object ID
202610899349300121
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-03-30T11:34:03-05:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061071692PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARPERWHITFIELD PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1314 FARMINGTON AVENUEAddressLine1Txt
CityFARMINGTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06032ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066026009EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUSTEES OF THE COLT BEQUEST INCBusinessNameLine1Txt
Business Name Line2C/O KATHY WOODS EXECUTIVE DIRECTORBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTRUSBusinessNameControlTxt
Phone8602464025PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line180 WETHERSFIELD AVENUEAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061141191ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMR JAMES RUSSELLPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8602558517PhoneNum
Signature2026-03-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW SCOTT GOETJEN CPAPreparerPersonNm
PTINP00145918PTIN
Phone8606779188PhoneNum
Preparation2026-03-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMR JAMES RUSSELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1836 FARMINGTON AVE SUITE 138AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06119ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,006,311GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1919FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionPRESERVATION, RESTORATION, MAINT., REPAIR AND IMPROVEMENT OF ARMSMEAR, THE CHURCH OF THE GOOD SHEPHERD, AND THE C.H. COLT MEMORIAL PARISH HOUSE.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers13TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,104,019PYInvestmentIncomeAmt
CY Investment Income$3,040,893CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,104,019PYTotalRevenueAmt
CY Total Revenue$3,040,893CYTotalRevenueAmt
PY Grants And Similar Paid$138,525PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$111,290CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$567,053PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$582,189CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,386,501PYOtherExpensesAmt
CY Other Expenses$1,258,640CYOtherExpensesAmt
PY Total Expenses$2,092,079PYTotalExpensesAmt
CY Total Expenses$1,952,119CYTotalExpensesAmt
PY Revenues Less Expenses$1,011,940PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,088,774CYRevenuesLessExpensesAmt
Total Assets BOY$78,747,051TotalAssetsBOYAmt
Total Assets EOY$84,445,318TotalAssetsEOYAmt
Total Liabilities BOY$222,133TotalLiabilitiesBOYAmt
Total Liabilities EOY$134,199TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$78,524,918NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$84,311,119NetAssetsOrFundBalancesEOYAmt
MissionPRESERVATION, RESTORATION, MAINTENANCE, REPAIR AND IMPROVEMENT OF ARMSMEAR, THE CHURCH OF THE GOOD SHEPHERD, AND THE CALDWELL H. COLT MEMORIAL PARISH HOUSE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$425,770ExpenseAmt
Grant$111,290GrantAmt
DescPRESERVATION, RESTORATION, MAINTENANCE AND REPAIR OF THE CHURCH OF GOOD SHEPHERD, AND THE CALDWELL H. COLT MEMORIAL PARISH HOUSE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,211,087ExpenseAmt
DescPRESERVATION, RESTORATION, MAINTENANCE, REPAIR AND IMPROVEMENT OF ARMSMEAR, A RESIDENCE FOR WIDOWS OF EPISCOPAL CLERGY, AND OTHER IMPOVERISHED BUT REFINED AND EDUCATED GENTLEWOMEN OF FAITH.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,636,857TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document24IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee11EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CO KATHY L WOODS EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8602464025PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line180 WETHERSFIELD AVENUEAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061141191ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MS CLAIRE BURNETT
PRESIDENT/TRUSTEE1.00Yes (X)Yes (X)$0$0$0
MS LINDA RICKARD
VICE PRESIDENT/TRUSTEE1.00Yes (X)Yes (X)$0$0$0
MS JUDITH KEPPELMAN
SECRETARY/TRUSTEE1.00Yes (X)Yes (X)$0$0$0
MR JAMES RUSSELL
TREASURER/TRUSTEE1.00Yes (X)Yes (X)$0$0$0
RT REV LAURA AHRENS
TRUSTEE1.00Yes (X)$197,102$0$46,719
MS GILLIAN HOWELL
TRUSTEE1.00Yes (X)$0$0$0
MR DAVID MCCARY
TRUSTEE1.00Yes (X)$0$0$0
MS CAITLIN J ARNOLD
TRUSTEE1.00Yes (X)$0$0$0
MS LORI DONADIO
TRUSTEE1.00Yes (X)$0$0$0
MR KENTON MCCOY
TRUSTEE1.00Yes (X)$0$0$0
MS JENNIFER MURPHY
TRUSTEE1.00Yes (X)$0$0$0
MR GREGORY MILLER
TRUSTEE1.00Yes (X)$0$0$0
MR JEFF VERNEY
TRUSTEE1.00Yes (X)$0$0$0
KATHY WOODS
EXEC DIRECTOR40.00$113,997$0$41,358Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$311,099TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$88,077TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GL CAPASSO INC
34 LLOYD STNEW HAVENCT06513BUILDING RESTORATION$359,648
SECURITY SERVICES OF CT INC
PO BOX 135BRATTLEBOROVT05302SECURITY$223,627
OTIS ELEVATOR COMPANY
PO BOX 13716NEWARKNJ13716BUILDING RESORATION$162,172
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,860,136TotalRevenueColumnAmt
Exclusion$1,860,136ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,146,175SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,960,329SecuritiesAmt
Other$5,089OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,185,846SecuritiesAmt
Other-$5,089OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,180,757TotalRevenueColumnAmt
Exclusion$1,180,757ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,040,893TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,040,893ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$111,290TotalAmt
Program Services$111,290ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$230,568TotalAmt
Program Services$77,083ProgramServicesAmt
Management And General$153,485ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$148,276TotalAmt
Program Services$148,276ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$39,152TotalAmt
Program Services$24,059ProgramServicesAmt
Management And General$15,093ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$134,232TotalAmt
Program Services$102,065ProgramServicesAmt
Management And General$32,167ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$29,961TotalAmt
Program Services$22,936ProgramServicesAmt
Management And General$7,025ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$25,832TotalAmt
Management And General$25,832ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$49,226TotalAmt
Management And General$49,226ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$280,633TotalAmt
Program Services$277,299ProgramServicesAmt
Management And General$3,334ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$34,950TotalAmt
Program Services$21,014ProgramServicesAmt
Management And General$13,936ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$214,398TotalAmt
Program Services$208,382ProgramServicesAmt
Management And General$6,016ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,864TotalAmt
Program Services$1,864ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$140,901TotalAmt
Program Services$140,901ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$85,686TotalAmt
Program Services$85,686ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MAJOR RENOVATIONS$158,858$158,858
MAJOR RENOVATIONS - CON$68,079$68,079
BUILDING MAINTENANCE$54,575$53,465$1,110
RESIDENT ACTIVITY$52,059$52,059

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$91,579TotalAmt
Program Services$83,541ProgramServicesAmt
Management And General$8,038ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,952,119TotalAmt
Program Services$1,636,857ProgramServicesAmt
Management And General$315,262ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$265,262BOYAmt
EOY$478,175EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,795BOYAmt
EOY$33,146EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,948,151LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,475,215LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,225,271BOYAmt
EOY$1,472,936EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$77,045,854BOYAmt
EOY$82,258,436EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$27,055BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$179,814BOYAmt
EOY$202,625EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$78,747,051BOYAmt
EOY$84,445,318EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$220,820BOYAmt
EOY$130,701EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,313BOYAmt
EOY$3,498EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$222,133BOYAmt
EOY$134,199EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,641,611BOYAmt
EOY$1,812,287EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$76,883,307BOYAmt
EOY$82,498,832EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$78,524,918BOYAmt
EOY$84,311,119EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$78,747,051BOYAmt
EOY$84,445,318EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,088,774ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,697,427NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
CHURCH OF THE GOOD SHEPHERD HARTFORD CT
0606659741Yes (1)$425,770$0
EPISCOPAL DIOCESE OF CT HARTFORD CT
0606466021Yes (1)$1,451,291$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$1,877,061SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice Investment0SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Activities TestYes (X)ActivitiesTestInd
Activities Further Exempt PrpsYes (1)ActivitiesFurtherExemptPrpsInd
Activities Engaged Org InvlmntYes (1)ActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION E, LINE 2A:SUBSTANTIALLY ALL OF THE ORGANIZATION'S ACTIVITIES DURING THE TAX YEAR DIRECTLY FURTHER THE EXEMPT PURPOSES OF THE FOLLOWING TWO SUPPORTED ORGANIZATIONS - CHURCH OF THE GOOD SHEPHERD AND EPISCOPAL DIOCESE OF CT. TRUSTEES OF THE COLT BEQUEST, INC. (BEQUEST) WAS RESPONSIVE TO THESE ORGANIZATIONS. SUBSTANTIALLY ALL THE ACTIVITIES OF THE BEQUEST CONSTITUTE SUPPORTING THESE TWO ORGANIZATIONS SINCE SUBSTANTIALLY ALL EXPENDITURES OF THE BEQUEST EITHER SUPPORT THE CHURCH OF THE GOOD SHEPHERD OR ARMSMEAR A RESIDENCE PRIMARILY FOR THE WIDOWS OF EPISCOPAL CLERGY AND OTHER IMPOVERISHED BUT REFINED AND EDUCATED GENTLEWOMEN OF FAITH. THE BEQUEST APPROVES MAJOR CAPITAL IMPROVEMENTS, ASSISTS WITH CAPITAL NEEDS PLANNING AND PAYS THE RELATED VENDORS FOR THE CHURCH OF THE GOOD SHEPHERD. IF THE BEQUEST DID NOT DO THIS, THE CHURCH WOULD HAVE TO MANAGE THIS ON THEIR OWN. THE BEQUEST IS RESPONSIVE TO THE ORGANIZATION AS THE RECTOR AND THE SENIOR WARDEN MEET WITH THE FULL BOARD AT EACH BOARD MEETING TO DISCUSS ACCOMPLISHMENTS AND FUTURE NEEDS. MEMBERS OF THE BOARD ALSO ATTEND THE CHURCH'S VESTRY MEETINGS. IN ADDITION, MEMBERS OF THE CHURCH ATTEND THE BEQUEST'S BUILDING AND GROUNDS COMMITTEE MEETINGS. THE BEQUEST ALSO OPERATES A RESIDENCE FOR THE WIDOWS OF EPISCOPAL CLERGY AND OTHER IMPOVERISHED BUT REFINED AND EDUCATED GENTLEWOMEN OF FAITH KNOWN AS ARMSMEAR. THE BEQUEST HOLDS TITLE TO THE RESIDENCE AND THE EMPLOYEES OF THE BEQUEST MANAGE THE DAY TO DAY OPERATIONS OF THIS FACILITY. IF THE BEQUEST DID NOT OPERATE THIS HOME, THE EPISCOPAL DIOCESE OF CONNECTICUT WOULD HAVE TO FIND OTHER MEANS TO FULFILL THIS MISSION. THE BEQUEST IS RESPONSIVE TO THE DIOCESE AS ONE OF THE DIOCESAN BISHOPS SITS ON THE BOARD.
PART IV, SECTION E, LINE 2B:AS MENTIONED ABOVE THE ACTIVITIES CONSTITUTE ACTIVITIES THAT, BUT FOR THE ORGANIZATION'S INVOLVEMENT, ONE OR MORE OF THE ORGANIZATION'S SUPPORTED ORGANIZATION- CHURCH OF THE GOOD SHEPHERD AND EPISCOPAL DIOCESE OF CT WOULD HAVE TO FIND WAYS TO PERFORM THE WORK OR PROVIDE THE SERVICES ON THEIR OWN.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$78,524,918BeginningYearBalanceAmt
Investment Earnings Or Losses$7,738,320InvestmentEarningsOrLossesAmt
Other Expenditures$1,636,857OtherExpendituresAmt
Administrative Expenses$315,262AdministrativeExpensesAmt
End Year Balance$84,311,119EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$66,361,849BeginningYearBalanceAmt
Investment Earnings Or Losses$14,255,148InvestmentEarningsOrLossesAmt
Other Expenditures$1,758,280OtherExpendituresAmt
Administrative Expenses$333,799AdministrativeExpensesAmt
End Year Balance$78,524,918EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$60,627,017BeginningYearBalanceAmt
Investment Earnings Or Losses$8,114,741InvestmentEarningsOrLossesAmt
Other Expenditures$1,976,632OtherExpendituresAmt
Administrative Expenses$403,277AdministrativeExpensesAmt
End Year Balance$66,361,849EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$73,982,640BeginningYearBalanceAmt
Investment Earnings Or Losses-$11,122,954InvestmentEarningsOrLossesAmt
Other Expenditures$1,901,244OtherExpendituresAmt
Administrative Expenses$331,425AdministrativeExpensesAmt
End Year Balance$60,627,017EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,740,045BeginningYearBalanceAmt
Investment Earnings Or Losses$12,135,619InvestmentEarningsOrLossesAmt
Other Expenditures$1,571,597OtherExpendituresAmt
Administrative Expenses$321,427AdministrativeExpensesAmt
End Year Balance$73,982,640EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.02149BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.18904PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.78947TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,495,585OtherCostOrOtherBasisAmt
Depreciation$1,239,918DepreciationAmt
Book Value$1,255,667BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,452,566OtherCostOrOtherBasisAmt
Depreciation$1,235,297DepreciationAmt
Book Value$217,269BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,472,936TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO OTHER FUNDSDesc
Amt$3,498Amt
FieldValueIRS element (for citing)
Total Liability$3,498TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART VI, LINE 1BFormAndLineReferenceDesc
ExplanationFIXED ASSETS INCLUDES LAND, BUILDINGS, BUILDING IMPROVEMENTS, FURNITURE AND FIXTURES WHICH ARE BOTH HELD AT COST. IN ADDITION, $970,969 OF FURNITURE AND FIXTURE ARE HELD AT APPRAISED VALUE AS OF 9/30/16.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHURCH OF THE GOOD SHEPHERDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 WYLLYS STAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06115ZIPCd
FieldValueIRS element (for citing)
Recipient EIN060665974RecipientEIN
Cash Grant$111,290CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantPRESERVATION, RESTORATION, MAINTENANCE AND REPAIR OF THE CHURCH OF THE GOOD SHEPHERD, AND THE CALDWELL H. COLT MEMORIAL PARISH HOUSE.PurposeOfGrantTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RT REV LAURA AHRENS
TRUSTEE$197,102$0$0$0$0$0$0$0$46,719$0$243,821$0$0$0
KATHY WOODS
EXEC DIRECTOR$113,997$0$0$0$0$0$0$0$41,358$0$155,355$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE OFFICERS AND TRUSTEES HAVE AN INTERNAL KNOWLEDGE OF THE BEQUEST'S OPERATING AND REVIEW THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12CALL TRUSTEES AND THE EXECUTIVE DIRECTOR OF THE CORPORATION COMPLETE ANNUALLY A DISCLOSURE STATEMENT THAT SPECIFIES ANY RELATIONSHIPS THAT COULD RAISE SUBSTANTIAL PROSPECTS OF A CONFLICT OF INTEREST. THE ANNUAL DISCLOSURE STATEMENTS AND ANY ONGOING DISCLOSURES MADE PURSUANT TO THE POLICY ARE RECEIVED AND MANTAINED BY THE PRESIDENT AND/OR EXECUTIVE DIRECTOR. ANY POTENTIAL CONFLICTS ARE REVIEWED WITH THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15ALL TRUSTEES AND THE EXECUTIVE DIRECTOR OF THE CORPORATION COMPLETE ANNUALLY A DISCLOSURE STATEMENT THAT SPECIFIES ANY RELATIONSHIPS THAT COULD RAISE SUBSTANTIAL PROSPECTS OF A CONFLICT OF INTEREST. THE ANNUAL DISCLOSURE STATEMENTS AND ANY ONGOING DISCLOSURES MADE PURSUANT TO THE POLICY ARE RECEIVED AND MANTAINED BY THE PRESIDENT AND/OR EXECUTIVE DIRECTOR. ANY POTENTIAL CONFLICTS ARE REVIEWED WITH THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19THE BEQUEST MAKES ALL OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GINDEPENDENT SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 270,163. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 270,163. PAYROLL PROCESSING FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,334. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,334. SAGE SOLUTIONS: PROGRAM SERVICE EXPENSES 7,136. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,136.
FORM 990, PART X, LINE 2(C)THE TRUSTEES EXAMINE THE REVIEWED FINANCIAL STATEMENTS AT ONE OF THEIR QUARTERLY MEETINGS. THE ACCOUNTANT WHO PREPARED THE REVIEWED FINANCIAL STATEMENTS IS ALSO PRESENT AT THIS MEETING TO PRESENT THE INFORMATION INCLUDED IN THE STATEMENTS AND ANSWER QUESTIONS THE TRUSTEES MAY HAVE. THE SELECTION OF THE INDEPENDANT ACCOUNTANT TO PERFORM THE REQUIRED ANNUAL REVIEW TAKES PLACE DURING A BOARD MEETING WHEN THE PRESENTING ACCOUNTANT AS DESCRIBED ABOVE IS NOT ATTENDING.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
EPISCOPAL DIOCESE OF CONNECTICUT
290 PRATT STREET BOX 52MERIDENCT06450060646602RELIGIOUS ORGANIZATIONCT501(C)(3)1N/A0
CHURCH OF THE GOOD SHEPHERD
155 WYLLYS STREETHARTFORDCT06106060665974RELIGIOUS ORGANIZATIONCT501(C)(3)1N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHURCH OF GOOD SHEPHERDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$425,770InvolvedAmt
Method Of Amount DeterminationBASED ON THE NEEDS OF THE ORGMethodOfAmountDeterminationTxt

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