MELVILLE CHARITABLE TRUST INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MELVILLE CHARITABLE TRUST INC (EIN 46-1670702)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349103340
- Schema version
- 2023v5.1
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T17:39:02-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461670702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MELVILLE CHARITABLE TRUST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELV | BusinessNameControlTxt |
| Phone | 2039011065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 CHURCH STREET 19TH FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN THOMAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2039011065 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNA BERTUCCELLI | PreparerPersonNm |
| PTIN | P01534744 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $131,673,042 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $17,150 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,203,566 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,038,741 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $54,188 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $87,396 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $87,396 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $87,396 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $87,396 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,434,073 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,449,904 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,555,770 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $62,435 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $595,455 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $62,435 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,804,620 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,277,362 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $204,019 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $347,952 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,931 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $335,021 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $681,421 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,460 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $716,705 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $269,521 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,057 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $242,107 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,590 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,590 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,869 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $57,869 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $768,185 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $453,862 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $290,033 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $348,420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $106,157 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $127,309 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $71,631 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $71,950 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $116,036 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $115,549 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,798 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,798 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $317,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $87,396 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $146,686 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,125,704 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $598,467 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $87,396 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,985,308 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,471,459 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,855,943 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,597,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $598,467 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $87,396 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,841,251 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,792,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,678,895 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $116,623 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $595,980 | CashBOYAmt |
| Cash EOY | $896,248 | CashEOYAmt |
| Cash EOYFMV | $896,248 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,132,154 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,962,054 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,962,054 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $724,646 | AcctRcvblAmt |
| Acct Rcvbl BOY | $557,054 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $724,646 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $724,646 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,513,500 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $2,513,500 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,513,500 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,513,500 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $119,460,990 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,272,618 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $123,272,618 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,494,956 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,266,847 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,268,325 | LandBOYAmt |
| Land EOY | $2,228,109 | LandEOYAmt |
| Land EOYFMV | $2,228,109 | LandEOYFMVAmt |
| Other Assets BOY | $91,488 | OtherAssetsBOYAmt |
| Other Assets EOY | $75,867 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $75,867 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $129,619,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,673,042 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $131,673,042 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $158,748 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $245,457 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,714,164 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,229,680 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $121,109 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $303,266 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,994,021 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,778,403 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $122,625,470 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $129,894,639 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $122,625,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,894,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $129,619,491 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $131,673,042 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $122,625,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,792,543 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,061,712 | OtherIncreasesAmt |
| Subtotal | $129,894,639 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $129,894,639 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $53,449,904 | GrossSalesPriceAmt |
| Cost Or Other Basis | $51,894,134 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,555,770 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,555,770 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,555,770 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,555,770 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,037 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,037 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,037 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $80,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,963 | OverpaymentAmt |
| Applied To ES Tax | $14,963 | 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 | WWW.MELVILLETRUST.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN THOMAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2039011065 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 CHURCH STREET 19TH FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN THOMAS | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | PRESIDENT | 40.00 | $292,437 | $55,515 | $0 |
| KAREN DUBOIS-WALTON | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BINIAM GEBRE | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JC DAVID HADDEN | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT HAGGETT | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARLA JAVITS | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROLAN JONI YOUNG | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER LEIMAILE HO | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KICA MATOS | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUTH MELVILLE | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN MELVILLE | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AIMEE HENDRIGAN | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | EXECUTIVE VICE PRESI | 40.00 | $230,630 | $53,213 | $0 |
| REBECCA ALLEN | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | SENIOR PROGRAM OFFIC | 40.00 | $176,903 | $49,194 | $0 |
| ALYIA GASKINS | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | SENIOR PROGRAM OFFIC | 40.00 | $143,109 | $32,415 | $0 |
| HOLLY SULLIVAN | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR OF FINANCE | 30.00 | $104,945 | $21,680 | $0 |
| ANNA VIOLA-GOODMAN | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | EXECUTIVE ASSISTANT | 40.00 | $75,177 | $46,131 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ACCENTURE LLP | |||||
| 755 MAIN STREET SUITE 1600 | HARTFORD | CT | 06103 | CONSULTING | $823,422 |
| CLIFTONLARSONALLEN | |||||
| 29 SOUTH MAIN STREET | WEST HARTFORD | CT | 06107 | ACCOUNTING | $67,869 |
| GROUND WORKS CONSULTING | |||||
| 365 62ND STREET | OAKLAND | CA | 94618 | CONSULTING | $63,082 |
| NEIGHBOR WORKS AMERICA | |||||
| 1255 UNION STREET NE SUITE 500 | WASHINGTON | DC | 20002 | CONSULTING | $56,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE LYCEUM IS A HUB FOR EDUCATIONAL PROGRAMS AND THE EXCHANGE OF IDEAS ON HOUSING, HOMELESSNESS AND COMMUNITY DEVELOPMENT, PROVIDING A HOME FOR NONPROFITS AND MEETING SPACE FOR COMMUNITY MEMBERS, POLICY MAKERS, AND ORGANIZATIONS FROM THROUGHOUT CONNECTICUT. | Description1Txt |
| Expenses1 | $403,896 | Expenses1Amt |
| Description2 | NEW SONG SUPPORTS THE DEVELOPMENT OF SAFE, ADEQUATE, AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME FAMILIES AND PERSONS THAT RESULTS IN THE CREATION OF VIBRANT, HEALTHY COMMUNITIES. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Total | $403,896 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $82,952,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,872,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $42,076,638 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $126,901,624 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $126,901,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,903,524 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $124,998,100 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,249,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,249,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,037 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65,037 | TotalTaxAmt |
| Distributable Before Adj | $6,184,868 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,184,868 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,184,868 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,841,251 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $403,896 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,245,147 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,184,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,838,106 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,419,408 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,910,766 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,609,778 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,847,296 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,625,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,245,147 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,184,868 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,060,279 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,685,633 | 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 | $1,838,106 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,847,527 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,419,408 | ExcessFromYear4Amt |
| Excess From Year3 | $2,910,766 | ExcessFromYear3Amt |
| Excess From Year2 | $3,609,778 | ExcessFromYear2Amt |
| Excess From Year1 | $8,847,296 | ExcessFromYear1Amt |
| Excess From Current Year | $9,060,279 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE FUNDING GUIDELINES AT HTTPSMELV | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 CHURCH STREET 19TH FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2039011065 | RecipientPhoneNum |
| Form And Info And Materials | SEE FUNDING GUIDELINES AT HTTPS://MELVILLETRUST.ORG/WORK/INQUIRY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FUNDING GUIDELINES AT HTTPS://MELVILLETRUST.ORG/WORK/INQUIRY | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FUNDING GUIDELINES AT HTTPS://MELVILLETRUST.ORG/WORK/INQUIRY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PARTNERSHIP FOR STRONG COMMUNITIES | |||||||
| 227 LAWRENCE ST | HARTFORD | CT | 06510 | N/A | PC | GENERAL OPERATING GRANT | $900,000 |
| URBAN INSTITUTE | |||||||
| 2500 LENFANT PLAZA SW | WASHINGTON | DC | 20004 | N/A | PC | PERC PROJECT MANAGEMENT | $600,000 |
| FORGE CITY WORKS | |||||||
| 227 LAWRENCE ST | HARTFORD | CT | 06510 | N/A | PC | GENERAL OPERATING GRANT | $550,000 |
| URBAN INSTITUTE | |||||||
| 2500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | N/A | PC | PERC PROJECT MANAGEMENT | $518,689 |
| FUNDERS FOR HOUSING AND OPPORTUNITY | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20002 | N/A | PC | SUPPORT EFFORTS FOR FUNDERS FOR HOUSING & OPPORTUNITY | $500,000 |
| AMALGMATED FOUNDATION | |||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | N/A | PC | PERC PROJECT MANAGEMENT | $500,000 |
| URBAN STRATEGIES INC | |||||||
| 100 NORTH BROADWAY | ST LOUIS | MO | 63102 | N/A | PC | PERC PROJECT MANAGEMENT | $396,340 |
| URBAN STRATEGIES INC | |||||||
| 100 NORTH BROADWAY | ST LOUIS | MO | 63102 | N/A | PC | PERC PROJECT MANAGEMENT | $396,340 |
| URBAN STRATEGIES INC | |||||||
| 100 NORTH BROADWAY | ST LOUIS | MO | 63102 | N/A | PC | PERC PROJECT MANAGEMENT | $392,500 |
| NATIONAL ALLIANCE TO END HOMELESSNESS | |||||||
| 1518 K ST NW 2ND FLOOR | WASHINGTON | DC | 20002 | N/A | PC | BUILD STRONGER SUPPORT FOR ENDING HOMELESSNESS IN US | $360,000 |
| ECONOMIC HARDSHIP REPORTING PROJECT | |||||||
| 238 WEST FOURTH ST SUITE 5B | NEW YORK | NY | 10014 | N/A | PC | GENERAL OPERATING GRANT | $300,000 |
| CENTER ON BUDGET POLICY AND PRIORITIES | |||||||
| 1275 FIRST ST NE SUITE 1200 | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING GRANT | $300,000 |
| CENTER FOR COMMUNITY PROGRESS | |||||||
| 111 EAST COURT ST | FLINT | MI | 48502 | N/A | PC | COMMUNITY DEVELOPMENT FOR LIBERATION | $300,000 |
| GROUNDED SOLUTIONS NETWORK | |||||||
| PO BOX 70724 | OAKLAND | CA | 94612 | N/A | PC | SUPPORT 3 CITIES | $300,000 |
| FUNDERS TOGETHER TO END HOMELESSNESS | |||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | N/A | PC | GENERAL OPERATING GRANT | $300,000 |
| URBAN STRATEGIES INC | |||||||
| 100 NORTH BROADWAY | ST LOUIS | MO | 63102 | N/A | PC | PERC PROJECT MANAGEMENT | $261,664 |
| HOUSING NARRATIVE LAB | |||||||
| 1828 L ST NW | WASHINGTON | DC | 20036 | N/A | PC | SHIFT PUBLICS BELIEF ON WHO BECOMES HOMELESS | $250,000 |
| NATIONAL PUBLIC RADIO | |||||||
| 1111 NORTH CAPITOL ST NW | WASHINGTON | DC | 20002 | N/A | PC | HOMELESSNESS PROGRAMMING | $250,000 |
| LIVING CITIES | |||||||
| 1730 M ST NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING GRANT | $250,000 |
| NATIONAL LOW INCOME HOUSING COALITION | |||||||
| 1000 VERMONT AVE NW SUITE 500 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING GRANT | $250,000 |
| CENTER FOR BUDGET POLICIES AND PRIORITIES | |||||||
| 1275 FIRST ST NE SUITE 1200 | WASHINGTON | DC | 20002 | N/A | PC | FRAMEWORK FOR EQUITABLE HOMELESSNESS RESPONSE | $250,000 |
| NATIONAL FAIR HOUSING ALLIANCE | |||||||
| 1331 PENNSYLVANIA AVE NW 650 | WASHINGTON | DC | 20004 | N/A | PC | A TWO-YEAR GENERAL OPERATING GRANT OF $500,000 ($250,000 PER YEAR) FOR NFHA TO WORK WITH STAKEHOLDERS TO DISMANTLE EXISTING POLICIES AND SYSTEMS THAT PERPETUATE DISCRIMINATION AND HOUSING INEQUALITY AS WELL AS DEVELOP AND IMPLEMENT POLICIES THAT PROMOTE EQUITABLE HOUSING OUTCOMES PARTICULARLY FOR BIPOC COMMUNITIES. | $250,000 |
| TSNE MISSIONWORKS | |||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | N/A | PC | GENERAL OPERATING GRANT | $250,000 |
| COMMUNITY SOLUTIONS | |||||||
| 60 BROAD ST SUITE 2510A | NEW YORK | NY | 10004 | N/A | PC | A TWO-YEAR GENERAL OPERATING GRANT OF $500,000 ($250,000 PER YEAR) TO FUND THE CREATION OF THE COMMUNITY RACE EQUITY PORTFOLIO WITHIN THE BUILT FOR ZERO TEAM, A MANAGEMENT-LEVEL SUB-TEAM WITH RESPONSIBILITY FOR DRIVING COORDINATION, ACCOUNTABILITY, AND TECHNICAL SUPPORT ACROSS COMMUNITY SOLUTIONS BUILT FOR ZERO SITES. | $250,000 |
| NATIONAL LOW INCOME HOUSING COALITION | |||||||
| 1000 VERMONT AVE NW SUITE 500 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING GRANT | $225,000 |
| AMALGAMATED FOUNDATION | |||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | N/A | PC | GENERAL OPERATING GRANT | $200,000 |
| NATIONAL LEAGUE OF CITIES | |||||||
| 660 NORTH CAPITOL ST NW SUITE 450 | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATING GRANT | $200,000 |
| NATIONAL HOUSING TRUST | |||||||
| 100 CAMBRIDGE ST SUITE 300 | BOSTON | MA | 02114 | N/A | PC | GENERAL OPERATING GRANT | $200,000 |
| HARTFORD FOUNDATION FOR PUBLIC GIVING | |||||||
| 10 COLUMBUS BLVD | HARTFORD | CT | 06106 | N/A | PC | COMMUNITY LED PROGRAN DESIGN TO UNDERSTAND GBI | $200,000 |
| ASSOCIATION FOR BLACK FOUNDATION EXECUTIVES | |||||||
| 55 EXCHANGE PLACE | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING GRANT | $175,000 |
| FAIR SHARE HOUSING | |||||||
| 1 ETHEL LAWRENCE BLVD | MT LAUREL TOWNSHIP | NJ | 08054 | N/A | PC | FSH WORK WITH HUD | $150,000 |
| AMALGAMATED FOUNDATION | |||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | N/A | PC | PERC PROJECT MANAGEMENT | $150,000 |
| EARN INC (DBA SAVERLIFE) | |||||||
| 235 MONTGOMERY ST NO 1050 | SAN FRANCISCO | CA | 94104 | N/A | PC | APPLIED RESEARCH INITIATIVE - HOUSING INSTABILITY | $150,000 |
| NATIONAL COALITION FOR THE HOMELESS | |||||||
| 2201 P ST NW | WASHINGTON | DC | 20037 | N/A | PC | GENERAL OPERATING GRANT | $150,000 |
| PRIVATE EQUITY STAKEHOLDER PROJECT | |||||||
| 2513 N CENTRAL PARK AVE | CHICAGO | IL | 60647 | N/A | PC | PROJECT GRANT | $150,000 |
| BEYOND THE BRIDGE (MASS HOUSING & SHELTER ALLIANCE) | |||||||
| 5 PARK ST | BOSTON | MA | 02108 | N/A | PC | A ONE-YEAR GENERAL OPERATING GRANT OF $300,000 TO SUPPORT BEYOND THE BRIDGE, A DOCUMENTARY ABOUT THE ROOT CAUSES OF AND SOLUTIONS TO HOMELESSNESS. | $150,000 |
| TRUST NEIGHBORHOODS | |||||||
| 1737 WALNUT ST SUITE C | KANSAS CITY | MO | 64108 | N/A | PC | GENERAL OPERATING GRANT | $150,000 |
| AMALGAMATED FOUNDATION | |||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | N/A | PC | PERC PROJECT MANAGEMENT | $126,000 |
| CONNECTICUT VOICES FOR CHILDREN | |||||||
| 33 WHITNEY AVE 308 | NEW HAVEN | CT | 06510 | N/A | PC | GENERAL OPERATING GRANT | $125,000 |
| BIPARTISAN POLICY CENTER | |||||||
| 1225 EYE ST NW SUITE 1000 | WASHINGTON | DC | 20005 | N/A | PC | MEET THE MOMENT GRANT YEAR 3 | $125,000 |
| FORGE CITY WORKS | |||||||
| 227 LAWRENCE ST | HARTFORD | CT | 06510 | N/A | PC | FUNDING FOR FIRE BY FORGE RESTAURANT | $115,000 |
| FJCCHAPIN HALL | |||||||
| 1313 E 60TH ST | CHICAGO | IL | 60637 | N/A | PC | MEET THE MOMENT GRANT YEAR 3 | $100,000 |
| POINT SOURCE YOUTH | |||||||
| 215 PARK AVE SOUTH | NEW YORK | NY | 10003 | N/A | PC | NYC DIRECT CASH TRANSFER PROGRAM | $100,000 |
| CENTER FOR BUDGET POLICIES AND PRIORITIES | |||||||
| 1275 FIRST ST NE SUITE 1200 | WASHINGTON | DC | 20002 | N/A | PC | HOUSING & INCOME SECURITY | $100,000 |
| CENTER FOR LEADERSHIP AND JUSTICE | |||||||
| 47 VINE ST | HARTFORD | CT | 06112 | N/A | PC | RESIDENT ENGAGEMENT RE HOUSING ISSUES | $100,000 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 55634 | JACKSON | MS | 36296 | N/A | PC | GENERAL OPERATING GRANT | $100,000 |
| ALLIANCE OF BLACK LED CDFIS | |||||||
| 301 E PINE ST SUITE 175 | ORLANDO | FL | 32801 | N/A | PC | GENERAL OPERATING GRANT | $100,000 |
| YOUTH ACTION HUB (INSTITUTE FOR COMMUNITY RESEARCH) | |||||||
| 2 HARTFORD SQUARE WEST SUITE 210 | HARTFORD | CT | 06106 | N/A | PC | TO BUILD AND SHIFT POWER OF EXTREMELY LOW-INCOME BIPOC AND LGBTQ+ YOUTH AND YOUNG ADULTS WITH LIVED EXPERTISE BY SUPPORTING A RESEARCH AND POLICY ADVOCACY NETWORK. | $100,000 |
| CENTER FOR CHILDREN'S ADVOCACY | |||||||
| 65 ELIZABETH ST | HARTFORD | CT | 06105 | N/A | PC | SYSTEMIC REFORM FOR YOUTH HOUSING | $80,000 |
| UP FOR GROWTH | |||||||
| 1627 EYE STREET NW SUITE 1130 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING GRANT | $80,000 |
| INVISIBLE PEOPLE | |||||||
| 7119 W SUNSET BLVD 618 | LOS ANGELES | CA | 90046 | N/A | PC | GENERAL OPERATING GRANT | $75,000 |
| CONNECTICUT PUBLIC BROADCASTING | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | N/A | PC | MEET THE MOMENT GRANT YEAR 3 | $60,000 |
| MAKE THE ROAD CT | |||||||
| 360 FARMINGTON AVE | HARTFORD | CT | 06105 | N/A | PC | GENERAL OPERATING GRANT | $50,000 |
| CONNECTICUT MIRROR | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | N/A | PC | REPORT FOR AMERICA PROGRAM | $50,000 |
| NATIONAL INSTITUTE OF MINORITY ECONOMIC DEVELOPMENT | |||||||
| 114 WEST PARRISH ST | DURHAM | NC | 27700 | N/A | PC | PERC TECHNICAL ASSISTANCE | $30,000 |
| GROUNDED SOLUTIONS NETWORK | |||||||
| PO BOX 70724 | OAKLAND | CA | 94612 | N/A | PC | HOUSING CONFERENCE SPONSORSHIP | $25,000 |
| BLACKVILLE COMMUNITY DEVELOPMENT CORPORATION | |||||||
| PO BOX 414 | BLACKVILLE | SC | 29817 | N/A | PC | LOWCOUNTRY RURAL HOUSING TASK FORCE PHASE 2 | $15,000 |
| ASSOCIATION FOR BLACK FOUNDATION EXECUTIVES | |||||||
| 55 EXCHANGE PLACE | NEW YORK | NY | 10005 | N/A | PC | SPONSORSHIP | $15,000 |
| CENTER FOR COMMUNITY PROGRESS | |||||||
| 111 EAST COURT ST | FLINT | MI | 48502 | N/A | PC | COMMUNITY DEVELOPMENT FOR LIBERATION | $15,000 |
| BLACKSPACE | |||||||
| 96 STERLING ST | BROOKLYN | NY | 11225 | N/A | PC | SPONSORSHIP | $15,000 |
| PUBLIC ADVOCATES - ALLIANCE FOR HOUSING JUSTICE | |||||||
| 1331 PENNSYLVANIA AVE NW 650 | WASHINGTON | DC | 20004 | N/A | PC | SPONSORSHIP | $10,000 |
| CT FAIR HOUSING CENTER | |||||||
| 60 POPIELUSZKO CT | HARTFORD | CT | 06506 | N/A | PC | SPONSORSHIP | $8,000 |
| FORGE CITY WORKS | |||||||
| 227 LAWRENCE ST | HARTFORD | CT | 06510 | N/A | PC | SPONSORSHIP | $5,000 |
| PARTNERSHIP FOR STRONG COMMUNITIES | |||||||
| 227 LAWRENCE ST | HARTFORD | CT | 06510 | N/A | PC | CT HOUSING ADVOCATES MEETING FACILITATION | $2,910 |
| ELM CITY COMMUNITIES | |||||||
| 122 WILMOT RD | NEW HAVEN | CT | 06515 | N/A | PC | SPONSORSHIP | $2,500 |
| INFORM CT INC (DBA CONNECTICUT DATA COLLABORATIVE) | |||||||
| 10 CONSTITUTION PLAZA | HARTFORD | CT | 06103 | N/A | PC | CT DATA SPONSORSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,855,943 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONNECTICUT PUBLIC BROADCASTING | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | N/A | PC | MEET THE MOMENT GRANT | $60,000 |
| LIVING CITIES | |||||||
| 1730 M ST NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING GRANT | $250,000 |
| URBAN STRATEGIES INC | |||||||
| 100 NORTH BROADWAY | ST LOUIS | MO | 63102 | N/A | PC | PERC PROJECT MANAGEMENT | $792,680 |
| REFRAME | |||||||
| 15 RESEARCH DRIVE | AMHERST | MA | 01002 | N/A | PC | CHARITABLE OPERATIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,104,680 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,149,378 | ExclusionAmt |
| Related Or Exempt Function Incm | $54,188 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $87,396 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,434,073 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| DEVELOPER FEE | $29,019 |
| OTHER PRI REVENUE | $33,416 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,583,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $204,019 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,787,470 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 5B | THE LYCEUM IS A HUB FOR EDUCATIONAL PROGRAMS AND THE EXCHANGE OF IDEAS ON HOUSING, HOMELESSNESS AND COMMUNITY DEVELOPMENT, PROVIDING A HOME FOR NONPROFITS AND MEETING SPACE FOR COMMUNITY MEMBERS, POLICY MAKERS, AND ORGANIZATIONS THROUGHOUT CONNECTICUT. BILLINGS FORGE IS A BUILDING COMPLEX IN A DISTRESSED NEIGHBORHOOD PROVIDING A COMBINATION OF MIXED USE HOUSING, COMMERCIAL AND ACTIVITY/PROGRAM RELATED SPACE. |
| 11A | NEW SONG SUPPORTS THE DEVELOPMENT OF SAFE, ADEQUATE, AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME FAMILIES AND PERSONS THAT RESULTS IN THE CREATION OF VIBRANT, HEALTHY COMMUNITIES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNIE E CASEY FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 ST PAUL STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $67,869 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $57,869 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANCHORAGE STRUCTURED CREDIT FUND LP - 1039653 SHS | FMV | $2,523,811 | $2,523,811 |
| ARES PATHFINDER FUND (OFFSHORE) LP - 2552430 SHS | FMV | $2,968,663 | $2,968,663 |
| ARROWSTREET INTL EQUITY EAFE TRUST FUND - 73130 SHS | FMV | $10,500,690 | $10,500,690 |
| ARTISAN INTERNATIONAL FUND #661 - 109678 SHS | FMV | $2,941,559 | $2,941,559 |
| ARTISAN INTERNATIONAL VALUE FUND #1672 - 64117 SHS | FMV | $2,946,838 | $2,946,838 |
| BLACKROCK ADVANTAGE EMERGING MARKETS FUND CLASS K #2015 - 684098 SHS | FMV | $6,553,659 | $6,553,659 |
| BLUE OWL GP STAKES IV OFFSHORE - 3126592 SHS | FMV | $4,800,677 | $4,800,677 |
| FIDELITY 500 INDEX FUND CLASS AI #2328 - 189891 SHS | FMV | $30,505,094 | $30,505,094 |
| H.I.G. MIDDLE MARKET LBO FUND III L.P. - 1060041 SHS | FMV | $1,276,491 | $1,276,491 |
| HELLMAN & FRIEDMAN CAPITAL PARTNERS X L.P. - 1794075 SHS | FMV | $1,982,165 | $1,982,165 |
| HILDENE OPPORTUNITIES OFFSHORE FUND SERIES-48 LTD - 5000 SHS | FMV | $5,949,661 | $5,949,661 |
| MARATHON EMERGING MARKETS BOND OFFSHORE FUND LTD - 4060 SHS | FMV | $4,376,752 | $4,376,752 |
| PACIFIC ASSET MANAGEMENT BANK LOAN FUND LP - 2750000 SHS | FMV | $3,222,015 | $3,222,015 |
| PGIM HIGH YIELD FUND CLASS Q #1067 - 528560 SHS | FMV | $2,491,226 | $2,491,226 |
| PIMCO INCOME FUND CLASS INS #1821 - 225566 SH | FMV | $2,395,506 | $2,395,506 |
| PRIMA MORTGAGE INVESTMENT TRUST LLC - 1197159 SHS | FMV | $4,119,441 | $4,119,441 |
| PRIVATE EQUITY PARTNERS IX OFFSHORE LP - 1737537 SHS | FMV | $259,556 | $259,556 |
| PRUDENTIAL CORE FIXED INCOME - 2202585 SHS | FMV | $7,461,417 | $7,461,417 |
| ROSE AFFORDABLE HOUSING PRESERVATION FUND V REIT LP - 2244095 SHS | FMV | $2,150,057 | $2,150,057 |
| SCULPTOR REAL ESTATE PARALLEL FUND B, IV L.P. - 1601878 SHS | FMV | $1,560,457 | $1,560,457 |
| STATE STREET LONG U.S. TREASURY INDEX - 509535 SHS | FMV | $7,710,792 | $7,710,792 |
| WARBURG PINCUS GLOBAL GROWTH L.P. - 2525100 SHS | FMV | $3,674,829 | $3,674,829 |
| WELLINGTON TRUST CO NATL ASSOC. MULTIPLE COMMON TRUST - 258264 SHS | FMV | $6,231,909 | $6,231,909 |
| WHITEHORSE LIQUIDITY PARTNERS (OFFSHORE) II LP - 2961696 SHS | FMV | $4,669,350 | $4,669,350 |
| U.S. TRUST MCT INVESTMENTS | FMV | $2 | $2 |
| LYCEUM, INC. LLC | FMV | $1 | $1 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,590 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,590 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIGHT-OF-USE ASSETS | $30,667 | $17,651 | $17,651 |
| OTHER ASSETS | $60,821 | $58,216 | $58,216 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $17,485 | $0 | $0 | $17,485 |
| OTHER EXPENSES | $3,171 | $0 | $0 | $3,169 |
| MEMBERSHIP DUES | $20,729 | $0 | $0 | $20,729 |
| LYCEUM OTHER EXPENSES | $276,587 | $0 | $87,396 | $105,303 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $0 | $533,020 | $0 |
| DEVELOPER FEE | $29,019 | $29,019 | $29,019 |
| OTHER PRI REVENUE | $33,416 | $33,416 | $33,416 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $14,061,712 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAXES | $90,115 | $285,615 |
| OPERATING LEASE LIABILITY | $30,994 | $17,651 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|
| CAPITAL FOR CHANGE | ||||||||
| NONE | $105,000 | $105,000 | 2013-10 | 2023-11 | 3.000000000000 | UNSECURED | COMMUNITY LOAN POOL - BELOW MKT RATE LOANS (5 YR EXT) | $0 |
| NEIGHBORWORKS NEW HORIZONS | ||||||||
| NONE | $300,000 | $300,000 | 2019-07 | 2022-07 | 0.000000000000 | UNSECURED | ACQUISITION & PREDEVELOPMENT ACTIVITIES | $0 |
| BILLINGS FORGE LP | ||||||||
| NONE | $2,108,500 | $2,108,500 | 2015-11 | 2055-11 | 2.570000000000 | UNSECURED | NOTE RECEIVED AS PART OF SALE OF PROPERTY | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $453,862 | $453,862 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $153,569 | $0 | $0 | $113,158 |
| PERC EXPENSES | $160,754 | $0 | $0 | $176,875 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ALT INVESTMENT FOREIGN TAX | $108,670 | $106,157 | $0 | $0 |
| EXCISE TAXES | $239,750 | $0 | $0 | $0 |