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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-30T11:34:03-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061071692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARPERWHITFIELD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 FARMINGTON AVENUE | AddressLine1Txt |
| City | FARMINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066026009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF THE COLT BEQUEST INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O KATHY WOODS EXECUTIVE DIRECTOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 8602464025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 WETHERSFIELD AVENUE | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061141191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR JAMES RUSSELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8602558517 | PhoneNum |
| Signature | 2026-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W SCOTT GOETJEN CPA | PreparerPersonNm |
| PTIN | P00145918 | PTIN |
| Phone | 8606779188 | PhoneNum |
| Preparation | 2026-03-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MR JAMES RUSSELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 836 FARMINGTON AVE SUITE 138 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,006,311 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | PRESERVATION, 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 Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,104,019 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,040,893 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,104,019 | PYTotalRevenueAmt |
| CY Total Revenue | $3,040,893 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $138,525 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $111,290 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $567,053 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $582,189 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,386,501 | PYOtherExpensesAmt |
| CY Other Expenses | $1,258,640 | CYOtherExpensesAmt |
| PY Total Expenses | $2,092,079 | PYTotalExpensesAmt |
| CY Total Expenses | $1,952,119 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,011,940 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,088,774 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $78,747,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,445,318 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $222,133 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $134,199 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $78,524,918 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $84,311,119 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PRESERVATION, 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $425,770 | ExpenseAmt |
| Grant | $111,290 | GrantAmt |
| Desc | PRESERVATION, RESTORATION, MAINTENANCE AND REPAIR OF THE CHURCH OF GOOD SHEPHERD, AND THE CALDWELL H. COLT MEMORIAL PARISH HOUSE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,211,087 | ExpenseAmt |
| Desc | PRESERVATION, 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,636,857 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO KATHY L WOODS EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8602464025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 WETHERSFIELD AVENUE | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061141191 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MS CLAIRE BURNETT | |||||||
| PRESIDENT/TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MS LINDA RICKARD | |||||||
| VICE PRESIDENT/TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MS JUDITH KEPPELMAN | |||||||
| SECRETARY/TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR JAMES RUSSELL | |||||||
| TREASURER/TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RT REV LAURA AHRENS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $197,102 | $0 | $46,719 | ||
| MS GILLIAN HOWELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DAVID MCCARY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS CAITLIN J ARNOLD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS LORI DONADIO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR KENTON MCCOY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JENNIFER MURPHY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR GREGORY MILLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JEFF VERNEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY WOODS | |||||||
| EXEC DIRECTOR | 40.00 | $113,997 | $0 | $41,358 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $311,099 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $88,077 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GL CAPASSO INC | |||||
| 34 LLOYD ST | NEW HAVEN | CT | 06513 | BUILDING RESTORATION | $359,648 |
| SECURITY SERVICES OF CT INC | |||||
| PO BOX 135 | BRATTLEBORO | VT | 05302 | SECURITY | $223,627 |
| OTIS ELEVATOR COMPANY | |||||
| PO BOX 13716 | NEWARK | NJ | 13716 | BUILDING RESORATION | $162,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,860,136 | TotalRevenueColumnAmt |
| Exclusion | $1,860,136 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,146,175 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,960,329 | SecuritiesAmt |
| Other | $5,089 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,185,846 | SecuritiesAmt |
| Other | -$5,089 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,180,757 | TotalRevenueColumnAmt |
| Exclusion | $1,180,757 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,040,893 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,040,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,290 | TotalAmt |
| Program Services | $111,290 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,568 | TotalAmt |
| Program Services | $77,083 | ProgramServicesAmt |
| Management And General | $153,485 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,276 | TotalAmt |
| Program Services | $148,276 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,152 | TotalAmt |
| Program Services | $24,059 | ProgramServicesAmt |
| Management And General | $15,093 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,232 | TotalAmt |
| Program Services | $102,065 | ProgramServicesAmt |
| Management And General | $32,167 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,961 | TotalAmt |
| Program Services | $22,936 | ProgramServicesAmt |
| Management And General | $7,025 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,832 | TotalAmt |
| Management And General | $25,832 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,226 | TotalAmt |
| Management And General | $49,226 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,633 | TotalAmt |
| Program Services | $277,299 | ProgramServicesAmt |
| Management And General | $3,334 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,950 | TotalAmt |
| Program Services | $21,014 | ProgramServicesAmt |
| Management And General | $13,936 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,398 | TotalAmt |
| Program Services | $208,382 | ProgramServicesAmt |
| Management And General | $6,016 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,864 | TotalAmt |
| Program Services | $1,864 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,901 | TotalAmt |
| Program Services | $140,901 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,686 | TotalAmt |
| Program Services | $85,686 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,579 | TotalAmt |
| Program Services | $83,541 | ProgramServicesAmt |
| Management And General | $8,038 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,952,119 | TotalAmt |
| Program Services | $1,636,857 | ProgramServicesAmt |
| Management And General | $315,262 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,262 | BOYAmt |
| EOY | $478,175 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,795 | BOYAmt |
| EOY | $33,146 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,948,151 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,475,215 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,225,271 | BOYAmt |
| EOY | $1,472,936 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,045,854 | BOYAmt |
| EOY | $82,258,436 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,055 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,814 | BOYAmt |
| EOY | $202,625 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,747,051 | BOYAmt |
| EOY | $84,445,318 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,820 | BOYAmt |
| EOY | $130,701 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,313 | BOYAmt |
| EOY | $3,498 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,133 | BOYAmt |
| EOY | $134,199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,641,611 | BOYAmt |
| EOY | $1,812,287 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,883,307 | BOYAmt |
| EOY | $82,498,832 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,524,918 | BOYAmt |
| EOY | $84,311,119 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,747,051 | BOYAmt |
| EOY | $84,445,318 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,088,774 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,697,427 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| CHURCH OF THE GOOD SHEPHERD HARTFORD CT | ||||
| 060665974 | 1 | Yes (1) | $425,770 | $0 |
| EPISCOPAL DIOCESE OF CT HARTFORD CT | ||||
| 060646602 | 1 | Yes (1) | $1,451,291 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,877,061 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | 0 | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (1) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,524,918 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,738,320 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,636,857 | OtherExpendituresAmt |
| Administrative Expenses | $315,262 | AdministrativeExpensesAmt |
| End Year Balance | $84,311,119 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,361,849 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,255,148 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,758,280 | OtherExpendituresAmt |
| Administrative Expenses | $333,799 | AdministrativeExpensesAmt |
| End Year Balance | $78,524,918 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,627,017 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,114,741 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,976,632 | OtherExpendituresAmt |
| Administrative Expenses | $403,277 | AdministrativeExpensesAmt |
| End Year Balance | $66,361,849 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,982,640 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$11,122,954 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,901,244 | OtherExpendituresAmt |
| Administrative Expenses | $331,425 | AdministrativeExpensesAmt |
| End Year Balance | $60,627,017 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,740,045 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,135,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,571,597 | OtherExpendituresAmt |
| Administrative Expenses | $321,427 | AdministrativeExpensesAmt |
| End Year Balance | $73,982,640 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02149 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18904 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.78947 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,495,585 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,239,918 | DepreciationAmt |
| Book Value | $1,255,667 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,452,566 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,235,297 | DepreciationAmt |
| Book Value | $217,269 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,472,936 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO OTHER FUNDS | Desc |
| Amt | $3,498 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,498 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART VI, LINE 1B | FormAndLineReferenceDesc |
| Explanation | FIXED 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHURCH OF THE GOOD SHEPHERD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 WYLLYS ST | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 060665974 | RecipientEIN |
| Cash Grant | $111,290 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | PRESERVATION, RESTORATION, MAINTENANCE AND REPAIR OF THE CHURCH OF THE GOOD SHEPHERD, AND THE CALDWELL H. COLT MEMORIAL PARISH HOUSE. | PurposeOfGrantTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE OFFICERS AND TRUSTEES HAVE AN INTERNAL KNOWLEDGE OF THE BEQUEST'S OPERATING AND REVIEW THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL 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 15 | ALL 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 19 | THE 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 11G | INDEPENDENT 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| EPISCOPAL DIOCESE OF CONNECTICUT | ||||||||||
| 290 PRATT STREET BOX 52 | MERIDEN | CT | 06450 | 060646602 | RELIGIOUS ORGANIZATION | CT | 501(C)(3) | 1 | N/A | 0 |
| CHURCH OF THE GOOD SHEPHERD | ||||||||||
| 155 WYLLYS STREET | HARTFORD | CT | 06106 | 060665974 | RELIGIOUS ORGANIZATION | CT | 501(C)(3) | 1 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHURCH OF GOOD SHEPHERD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $425,770 | InvolvedAmt |
| Method Of Amount Determination | BASED ON THE NEEDS OF THE ORG | MethodOfAmountDeterminationTxt |
Comments