ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC (EIN 06-1487230)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202621359349104332
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T16:04:20-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061487230 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT & MARGARET PATRICELLI FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8606783401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 HARTFORD ROAD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E PATRICELLI | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8606783401 | PhoneNum |
| Signature | 2026-05-15 | 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 | ALEXANDRA SPIELVOGEL | PreparerPersonNm |
| PTIN | P02040631 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2026-05-14 | 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 | $6,592,011 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $401,550 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $104,607 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,607 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $287,497 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $995,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $287,497 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $793,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $392,131 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,529 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,193 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,193 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,798 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,688 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,688 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,208 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,193 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,688 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,199,655 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,199,405 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,283,863 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,193 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,201,093 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$490,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $355,938 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $429,671 | CashBOYAmt |
| Cash EOY | $105,413 | CashEOYAmt |
| Cash EOYFMV | $105,413 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,733 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $72,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,257 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,550,939 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,975,385 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,818,295 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $582,502 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $730,409 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $710,452 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $570,837 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $534,975 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $885,594 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,198,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,418,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,592,011 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,198,682 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,418,439 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,198,682 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,418,439 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,198,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,418,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,198,682 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$490,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,229 | OtherIncreasesAmt |
| Subtotal | $4,730,729 | SubtotalAmt |
| Other Decreases | $312,290 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,418,439 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $995,488 | GrossSalesPriceAmt |
| Cost Or Other Basis | $707,991 | CostOrOtherBasisAmt |
| Gain Or Loss | $287,497 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $287,497 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $287,497 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,948 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,948 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,948 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,333 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,333 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $5,378 | OverpaymentAmt |
| Applied To ES Tax | $5,378 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT E PATRICELLI | IndividualWithBooksNm |
| Phone | 8606783401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 HARTFORD ROAD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARGARET S PATRICELLI | ||||||||
| 77 HARTFORD ROAD | SIMSBURY | CT | 06070 | PRESIDENT | 6.00 | $0 | $0 | $0 |
| ROBERT E PATRICELLI | ||||||||
| 77 HARTFORD ROAD | SIMSBURY | CT | 06070 | CHAIRMAN | 3.00 | $0 | $0 | $0 |
| DONNA COLLINS | ||||||||
| 2 BASSWOOD COURT | ROCKY HILL | CT | 06067 | DIRECTOR | 0.50 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,599,021 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $459,539 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $903,594 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,962,154 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,962,154 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,432 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,857,722 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $342,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $342,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,948 | TotalTaxAmt |
| Distributable Before Adj | $337,938 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $337,938 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $337,938 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,201,093 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,201,093 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $337,938 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $232,103 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $357,797 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,976,904 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $204,325 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,181 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,827,310 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,201,093 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $337,938 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $863,155 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,690,465 | 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 | $232,103 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,458,362 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $357,797 | ExcessFromYear4Amt |
| Excess From Year3 | $5,976,904 | ExcessFromYear3Amt |
| Excess From Year2 | $204,325 | ExcessFromYear2Amt |
| Excess From Year1 | $56,181 | ExcessFromYear1Amt |
| Excess From Current Year | $863,155 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT E PATRICELLI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT E PATRICELLI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 HARTFORD ROAD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8605082138 | RecipientPhoneNum |
| Form And Info And Materials | MUST PROVIDE PROOF OF 501(C)(3) PUBLIC CHARITY STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO 501(C)(3) PUBLIC CHARITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN INDIAN COLLEGE FUND | ||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | PC | TO SUPPORT HIGHER EDUCATION | $250 |
| ANIMAL ADOPTION CENTER INC | ||||||
| PO BOX 8532 | JACKSON | WY | 83002 | PC | TO SUPPORT SOCIAL SERVICES | $7,500 |
| BIG BROTHERS & BIG SISTERS OF CONNECTICUT INC | ||||||
| 30 LAUREL STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT SOCIAL SERVICES | $2,500 |
| THE BUSHNELL | ||||||
| 166 CAPITOL AVE | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ARTS | $25,000 |
| COMMUNITY FIRST SCHOOL | ||||||
| 50 LOVE LANE | HARTFORD | CT | 06112 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $2,000 |
| CONNECTICUT FORUM | ||||||
| 750 MAIN ST | HARTFORD | CT | 06103 | PC | TO SUPPORT PUBLIC POLICY | $2,000 |
| CONNECTICUT NEWS PROJECT INC (CT MIRROR) | ||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT PUBLIC POLICY | $25,000 |
| CT PUBLIC BROADCASTING | ||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | PC | TO SUPPORT PUBLIC POLICY | $25,000 |
| CONNECTICUT SCIENCE CENTER | ||||||
| 250 COLUMBUS BLVD | HARTFORD | CT | 06103 | PC | TO SUPPORT THE ARTS & PUBLIC POLICY | $1,000 |
| EDUCATION FOR ALL CHILDREN | ||||||
| 311 11TH ST | AMBRIDGE | PA | 15003 | PC | TO SUPPORT HIGHER EDUCATION | $2,200 |
| FLORENCE GRISWOLD MUSEUM | ||||||
| 96 LYME ST | OLD LYME | CT | 06371 | PC | TO SUPPORT THE ARTS | $1,000 |
| GOODWIN UNIVERSITY | ||||||
| 1 RIVERSIDE DRIVE | EAST HARTFORD | CT | 06118 | PC | TO SUPPORT HIGHER EDUCATION | $10,000 |
| GOUCHER COLLEGE | ||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | PC | TO SUPPORT HIGHER EDUCATION | $1,250 |
| GOVERNOR'S PREVENTION PARTNERSHIP | ||||||
| 361 MAIN ST | EAST HARTFORD | CT | 06118 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $2,500 |
| HARTFORD CHAMBER OF COMMERCE | ||||||
| 185 ASYLUM STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT PUBLIC POLICY | $50,000 |
| HARTFORD HOSPITAL | ||||||
| 80 SEYMOUR STREET | HARTFORD | CT | 06102 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $2,500 |
| HARTFORD INTERNATIONAL UNIVERSITY FOR RELIGION & PEACE | ||||||
| 77 SHERMAN STREET | HARTFORD | CT | 061052260 | PC | TO SUPPORT HIGHER EDUCATION | $102,000 |
| HARTFORD PROMISE | ||||||
| 750 MAIN ST | HARTFORD | CT | 06103 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $50,000 |
| HARTFORD PUBLIC LIBRARY | ||||||
| 500 MAIN ST | HARTFORD | CT | 06103 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $206,255 |
| HARTFORD PUBLIC SCHOOLS | ||||||
| 280 TRUMBULL STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $1,000 |
| HARTFORD'S GOT TALENT | ||||||
| 349 MAIN STREET | EAST HARTFORD | CT | 06118 | PC | TO SUPPORT THE ARTS | $75,000 |
| HARVARD LAW SCHOOL | ||||||
| 1585 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | PC | TO SUPPORT HIGHER EDUCATION | $500 |
| HUNDRED CLUB OF CT | ||||||
| 119 OAKWOOD DRIVE | GLASTONBURY | CT | 06033 | PC | TO SUPPORT SOCIAL SERVICES | $250 |
| JUNIOR ACHIEVEMENT OF SW NEW ENGLAND | ||||||
| 70 FARMINGTON AVE | HARTFORD | CT | 06105 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION AND COMMUNITY DEVELOPMENT | $7,000 |
| LOOMIS CHAFFEE SCHOOL | ||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $2,500 |
| MADISON AMBULANCE ASSOCIATION | ||||||
| 9 OLD RTE 79 | MADISON | CT | 06443 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $100 |
| MADISON HOSE CO 1 INC | ||||||
| 665 BOSTON POST RD | MADISON | CT | 06443 | NC | TO SUPPORT COMMUNITY DEVELOPMENT | $250 |
| MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES (MAPS) | ||||||
| 3141 STEVENS CREEK BLVD 40563 | SAN JOSE | CA | 95117 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $20,000 |
| MCLEAN GAME REFUGE | ||||||
| 75 GREAT POND ROAD | SIMSBURY | CT | 06070 | PC | TO SUPPORT THE ENVIRONMENT | $250 |
| NATIONAL ACADEMY OF MEDICINE | ||||||
| 500 FIFTH ST NW | WASHINGTON | DC | 20001 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $500 |
| NEW ENGLAND JEWISH ACADEMY (NEJA) | ||||||
| 300 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | PC | TO SUPPORT SOCIAL SERVICES | $1,000 |
| OCEAN EXPLORATION TRUST | ||||||
| 613 WILLIAMS ST | NEW LONDON | CT | 063204130 | PC | TO SUPPORT THE ENVIRONMENT | $25,000 |
| PLAYHOUSE ON PARK | ||||||
| 244 PARK RD | WEST HARTFORD | CT | 06119 | PC | TO SUPPORT THE ARTS | $1,000 |
| REAL ART WAYS | ||||||
| 56 ARBOR ST | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ARTS | $2,500 |
| REFUGE POINT | ||||||
| 89 SOUTH STREET SUITE 802 | BOSTON | MA | 02111 | PC | TO SUPPORT SOCIAL SERVICES | $5,000 |
| RESOLVE | ||||||
| 1760 OLD MEADOW ROAD SUITE 500 | MCLEAN | VA | 22102 | PC | TO SUPPORT HEALTHCARE INITIATIVES | $1,000 |
| SIMSBURY A BETTER CHANCE (ABC) PROGRAM | ||||||
| PO BOX 542 | SIMSBURY | CT | 06070 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $500 |
| SIMSBURY FREE LIBRARY | ||||||
| 749 HOPMEADOW ST | SIMSBURY | CT | 06070 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $1,000 |
| SIMSBURY HISTORICAL SOCIETY INC | ||||||
| 800 HOPMEADOW STREET | SIMSBURY | CT | 06070 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $500 |
| SIMSBURY MEADOWS PERFORMING ARTS CENTER | ||||||
| 22 IRON HORSE BLVD | SIMSBURY | CT | 06070 | PC | TO SUPPORT THE ARTS | $1,500 |
| SIMSBURY POLICE UNION | ||||||
| PO BOX 543 | SIMSBURY | CT | 06070 | PC | TO SUPPORT COMMUNITY DEVELOPMENT | $100 |
| SIMSBURY VOLUNTEER AMBULANCE ASSOCIATION | ||||||
| 4 OLD MILL LANE | SIMSBURY | CT | 06070 | PC | TO SUPPORT HEALTHCARE INITIATIVES & SOCIAL SERVICE | $750 |
| TRINITY ACADEMY | ||||||
| 1250 ALBANY AVE | HARTFORD | CT | 06112 | PC | TO SUPPORT ELEMENTARY & SECONDARY EDUCATION | $5,000 |
| TUFTS HUMAN NUTRITION RESEARCH CENTER (HNRCA) | ||||||
| 711 WASHINGTON STREET | BOSTON | MA | 02111 | PC | TO SUPPORT THE ARTS & PUBLIC POLICY | $5,000 |
| WADSWOTH ANTHENUEM | ||||||
| 6000 MAIN STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT THE ARTS | $7,500 |
| WESLEYAN UNIVERSITY | ||||||
| 237 HIGH STREET NORTH COLLEGE | MIDDLETOWN | CT | 06459 | PC | TO SUPPORT HIGHER EDUCATION | $510,000 |
| WHITE HOUSE FELLOWS FOUNDATION | ||||||
| 1750 PENNSYLVANIA AVENUE NW NO 300 | WASHINGTON | DC | 20006 | PC | TO SUPPORT PUBLIC POLICY | $1,000 |
| WORLD AFFAIRS COUNCIL | ||||||
| 520 PIKE STREET 2775 | SEATTLE | WA | 98101 | PC | TO SUPPORT PUBLIC POLICY | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,199,655 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,607 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $287,497 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $392,131 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $392,131 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $250 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADISON HOSE CO 1 INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | TAXABLE EXPENDITURE | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | 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 Person | ROBERT PATRICELLI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 HARTFORD ROAD | AddressLine1Txt |
| City | SIMSBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $401,550 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 627 SHARES OF VGT | NoncashPropertyDesc |
| Fair Market Value | $401,550 | FairMarketValueAmt |
| Received | 2024-12-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,529 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND 1 | $306,959 | $293,094 |
| GUGGENHEIM LIMITED DURAT | $179,865 | $181,859 |
| GUGGENHEIM TOTAL RETURN BOND INSTL | $243,585 | $235,499 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR S&P 500 GROWTH ETF | $306,768 | $478,697 |
| VANGUARD LONG TERM ETF | $145,624 | $133,509 |
| VANGUARD SHORT TERM ETF | $82,949 | $84,702 |
| VANGUARD TOTAL STOCK MARKET ETF | $1,549,990 | $2,690,692 |
| VANGUARD VALUE ETF | $431,240 | $551,075 |
| VANGUARD INFORMATION | $238,874 | $649,351 |
| VANGUARD INTRMDIAT TRM | $219,940 | $230,269 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE CREDIT III OFFSHORE, LP | AT COST | $139,576 | $235,661 |
| PRIVATE CREDIT IV OFFSHORE, LP | AT COST | $195,380 | $246,959 |
| PRIVATE EQUITY VI OFFSHORE, LP | AT COST | $91,956 | $251,497 |
| PRIVATE EQUITY VII OFFSHORE, LP | AT COST | $108,063 | $151,477 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION OF DONATED SECURITIES | Desc |
| Amt | $312,290 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $1,688 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,688 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $22,229 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $36,000 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $31,193 | $31,193 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $5,798 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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