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OAK HILL FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
OAK HILL FOUNDATION INC (EIN 86-1169503)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-07-21
IRS object ID
202232029349301318
Schema version
2020v4.0
Note
A later return for the same period supersedes this one.
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-07-21T15:30:15-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060971998PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GUILMARTIN DIPIRO & SOKOLOWSKI LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 MAIN STAddressLine1Txt
CityMIDDLETOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP064572809ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861169503EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE OAK HILL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOAKHBusinessNameControlTxt
Phone8602422274PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 HOLCOMB STREETAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061121589ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTINE D LEIBYPersonNm
Person TitleTREASURER & CFOPersonTitleTxt
Phone8602422274PhoneNum
Signature2022-07-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHRISTINE DPersonFirstNm
Person LastLEIBYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER B CONLEYPreparerPersonNm
PTINP00936552PTIN
Phone8603475689PhoneNum
Preparation2022-07-18PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerCHRISTINE D LEIBYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 HOLCOMB STREETAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061121589ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$45,414,559GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OAKHILLCT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE OAK HILL FOUNDATION IS TO DEVELOP, PRUDENTLY MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS AND SERVICES THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND (SEE SCHEDULE O)ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$416,535PYContributionsGrantsAmt
CY Contributions Grants$1,132,621CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,796,402PYInvestmentIncomeAmt
CY Investment Income$14,369,348CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,212,937PYTotalRevenueAmt
CY Total Revenue$15,501,969CYTotalRevenueAmt
PY Grants And Similar Paid$4,770,534PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,851,930CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$208,000CYTotalFundraisingExpenseAmt
PY Other Expenses$767,801PYOtherExpensesAmt
CY Other Expenses$822,332CYOtherExpensesAmt
PY Total Expenses$5,538,335PYTotalExpensesAmt
CY Total Expenses$5,674,262CYTotalExpensesAmt
PY Revenues Less Expenses-$1,325,398PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$9,827,707CYRevenuesLessExpensesAmt
Total Assets BOY$111,803,571TotalAssetsBOYAmt
Total Assets EOY$142,145,010TotalAssetsEOYAmt
Total Liabilities BOY$1,256,245TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,543,392TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$110,547,326NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$140,601,618NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE OAK HILL FOUNDATION IS TO DEVELOP, PRUDENTLY MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS AND SERVICES THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND (SEE SCHEDULE O)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,290,262ExpenseAmt
Grant$4,851,930GrantAmt
Revenue$15,501,969RevenueAmt
DescTHE OAK HILL FOUNDATION'S MISSION IS TO DEVELOP, MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND EMPLOYABILITY OF PEOPLE WITH DISABILITIES.Desc
Total Program Service Expenses$5,290,262TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHRISTINE D LEIBYPersonNm
Phone8602422274PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 HOLCOMB STREETAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061121589ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
BARRY M SIMON
PRESIDENT &1.0042.00Yes (X)$0$241,425$47,813
GAYLE WINTJEN
GEN. COUNSEL1.0042.00Yes (X)$0$140,981$43,344
BRUCE STOVALL
COO1.0042.00$0$173,943$3,743Yes (X)
CHRISTINE D LEIBY
TREASURER &1.0042.00Yes (X)$0$143,943$33,273
MATTHEW ZEWINSKI
CHAIRMAN0.501.50Yes (X)$0$0$0Yes (X)
PAUL JOSS
VICE CHAIRMA0.50Yes (X)$0$0$0Yes (X)
CHRISTOPHER HANLON
DIRECTOR0.50$0$0$0Yes (X)
DAVID BUSHONG
DIRECTOR0.50$0$0$0Yes (X)
ADAM COHEN
DIRECTOR0.50$0$0$0Yes (X)
RODGER METZGER
DIRECTOR0.50$0$0$0Yes (X)
DAN BALLOU
DIRECTOR0.50$0$0$0Yes (X)
RAYMOND JOHNSON
DIRECTOR0.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$700,292TotReportableCompRltdOrgAmt
Total Other Compensation$128,173TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BANK OF AMERICABusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1777 MAIN STREETAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENTServicesDesc
Compensation$438,332CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,132,621AllOtherContributionsAmt
Total Contributions$1,132,621TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,227,176TotalRevenueColumnAmt
Exclusion$3,227,176ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$41,054,762SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$29,912,590SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$11,142,172SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,142,172TotalRevenueColumnAmt
Exclusion$11,142,172ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,501,969TotalRevenueColumnAmt
Exclusion$14,369,348ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,851,930TotalAmt
Program Services$4,851,930ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$384,000TotalAmt
Management And General$176,000ManagementAndGeneralAmt
Fundraising$208,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$438,332TotalAmt
Program Services$438,332ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,674,262TotalAmt
Program Services$5,290,262ProgramServicesAmt
Management And General$176,000ManagementAndGeneralAmt
Fundraising$208,000FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$22,434BOYAmt
EOY$45,811EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$600,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$225,240BOYAmt
EOY$253,947EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$111,555,897BOYAmt
EOY$141,245,252EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$111,803,571BOYAmt
EOY$142,145,010EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,256,245BOYAmt
EOY$1,543,392EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,256,245BOYAmt
EOY$1,543,392EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$61,298,144BOYAmt
EOY$77,351,545EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$49,249,182BOYAmt
EOY$63,250,073EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$110,547,326BOYAmt
EOY$140,601,618EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$111,803,571BOYAmt
EOY$142,145,010EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$9,827,707ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$20,226,585NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE CONNECTICUT INSTITUTE FOR THE BLIND INCBusinessNameLine1Txt
Business Name Line2D/B/A OAK HILLBusinessNameLine2Txt
FieldValueIRS element (for citing)
EIN060669111EIN
Organization Type2OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$4,848,810SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$4,848,810SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$112,530,940BeginningYearBalanceAmt
Contributions$743,678ContributionsAmt
Investment Earnings Or Losses$32,628,327InvestmentEarningsOrLossesAmt
Other Expenditures$4,851,930OtherExpendituresAmt
End Year Balance$141,051,015EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$112,253,292BeginningYearBalanceAmt
Contributions$333,373ContributionsAmt
Investment Earnings Or Losses$4,714,809InvestmentEarningsOrLossesAmt
Other Expenditures$4,770,534OtherExpendituresAmt
End Year Balance$112,530,940EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$110,061,710BeginningYearBalanceAmt
Contributions$296,538ContributionsAmt
Investment Earnings Or Losses$6,599,450InvestmentEarningsOrLossesAmt
Other Expenditures$4,704,406OtherExpendituresAmt
End Year Balance$112,253,292EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$102,954,679BeginningYearBalanceAmt
Contributions$167,111ContributionsAmt
Investment Earnings Or Losses$11,444,382InvestmentEarningsOrLossesAmt
Other Expenditures$4,504,462OtherExpendituresAmt
End Year Balance$110,061,710EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$95,007,224BeginningYearBalanceAmt
Contributions$106,909ContributionsAmt
Investment Earnings Or Losses$12,248,851InvestmentEarningsOrLossesAmt
Other Expenditures$4,408,305OtherExpendituresAmt
End Year Balance$102,954,679EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.55600BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.05580PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.38820TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4THE MISSION OF THE OAK HILL FOUNDATION IS TO DEVELOP, PRUDENTLY MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS AND SERVICES THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND EMPLOYABILITY OF PEOPLE WITH DISABILITIES, INCLUDING VISUAL IMPAIRMENTS AND MORE PARTICULARLY TO: 1) SOLICIT, RAISE, RECEIVE AND ACCEPT PUBLIC AND PRIVATE GIFTS, TRANSFERS, ASSIGNMENTS, CONVEYANCES, BEQUESTS, DEVISES, DEEDS AND GRANTS OF REAL AND PERSONAL, TANGIBLE AND INTANGIBLE, PROPERTY, ASSETS AND FUNDS, OR ANY INTEREST THEREIN, FOR USE IN FURTHERANCE OF THE PURPOSES AND MISSION. 2) ADMINISTER, HOLD AND INVEST, ALL OF THE PROPERTY, ASSETS AND FUNDS OF THE CORPORATION AS AN ENDOWMENT OR OTHERWISE, AND TO EXPEND THE EARNINGS AND/OR PRINCIPAL OF THE SAME IN FURTHERANCE OF THE PURPOSE AND MISSION OF THE FOUNDATION CONSISTENT WITH ANY TERMS, CONDITIONS OR RETRICTIONS IMPOSED BY DONORS.
SCHEDULE D, PAGE 3, PART XOAK HILL FOUNDATION HAS RECEIVED EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. OAK HILL FOUNDATION HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(II). MANAGEMENT HAS REVIEWED OAK HILL FOUNDATION'S REPORTING AND BELIEVE THEY HAVE NOT TAKEN TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO BE DETERMINED TO BE INCORRECT BY THE INTERNAL REVENUE SERVICE AND THEREFORE, NO ADJUSTMENTS OR DISCLOSURES ARE REQUIRED. OAK HILL FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CT INSTITUTE FOR THE BLIND INCBusinessNameLine1Txt
Business Name Line2D/B/A OAK HILLBusinessNameLine2Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 HOLCOMB STREETAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061121589ZIPCd
FieldValueIRS element (for citing)
Recipient EIN060669111RecipientEIN
IRC Section501C3IRCSectionDesc
Cash Grant$4,848,810CashGrantAmt
Purpose Of GrantMISSION FULFILLMENTPurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE CONNECTICUT INSTITUTE FOR THE BLIND, INC., THE GRANT RECIPIENT, MANAGES THE FOUNDATION, NO MONITORING NECESSARY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
BARRY M SIMON
PRESIDENT & CEO$241,425$11,285$36,528$289,238
GAYLE WINTJEN
GEN. COUNSEL & SECY$140,981$7,483$35,861$184,325
BRUCE STOVALL
COO$173,943$2,969$774$177,686
CHRISTINE D LEIBY
TREASURER & CFO$143,943$7,948$25,325$177,216

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PAGE 1, PART I, LINE 3FormAndLineReferenceDesc
ExplanationCOMPENSATION OF THE PRESIDENT AND CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FROM THE CONNECTICUT INSTITUTE FOR THE BLIND, INC., A RELATED 501(C)(3), WHICH RELIES UPON COMPARATIVE DATA, THE AMOUNT OF STATE FUNDING AND OTHER FINANCIAL RESOURCES. AN INDEPENDENT CONTRACTOR WAS RETAINED TO PROVIDE THE COMPARATIVE DATA.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, ITEM BTHE AMENDED RETURN IS BEING FILED IN ORDER TO INCLUDE ALL CONTRIBUTORS IN SCHEDULE B PART 1 WHOSE CONTRIBUTIONS TO OAK HILL FOUNDATION FOR THE TAX YEAR ENDING 6/30/21 TOTALED 5,000 OR MORE IN ACCORDANCE WITH THE GENERAL RULE.
FORM 990EMPLOYABILITY OF PEOPLE WITH DISABILITIES, INCLUDING VISUAL IMPAIRMENTS AND MORE PARTICULARLY TO ADMINISTER, HOLD AND INVEST, ALL OF THE PROPERTY, ASSETS AND FUNDS OF THE CORPORATION AS AN ENDOWMENT OR OTHERWISE, AND TO EXPEND THE EARNINGS AND/OR PRINCIPAL OF THE SAME IN FURTHERANCE OF THE PURPOSE AND MISSION OF THE FOUNDATION CONSISTENT WITH ANY TERMS, CONDITIONS OR RESTRICTIONS IMPOSED BY DONORS.
FORM 990, PART IIIEMPLOYABILITY OF PEOPLE WITH DISABILITIES, INCLUDING VISUAL IMPAIRMENTS AND MORE PARTICULARLY TO: 1) SOLICIT, RAISE, RECEIVE AND ACCEPT PUBLIC AND PRIVATE GIFTS, TRANSFERS, ASSIGNMENTS, CONVEYANCES, BEQUESTS, DEVISES, DEEDS AND GRANTS OF REAL AND PERSONAL, TANGIBLE AND INTANGIBLE, PROPERTY, ASSETS AND FUNDS, OR ANY INTEREST THEREIN, FOR USE IN FURTHERANCE OF THE PURPOSES AND MISSION. 2) ADMINISTER, HOLD AND INVEST, ALL OF THE PROPERTY, ASSETS AND FUNDS OF THE CORPORATION AS AN ENDOWMENT OR OTHERWISE, AND TO EXPEND THE EARNINGS AND/OR PRINCIPAL OF THE SAME IN FURTHERANCE OF THE PURPOSE AND MISSION OF THE FOUNDATION CONSISTENT WITH ANY TERMS, CONDITIONS OR RESTRICTIONS IMPOSED BY DONORS.
FORM 990, PAGE 6, PART VI, LINE 3MANAGEMENT SERVICES PERFORMED BY THE CT INSTITUTE FOR THE BLIND/DBA OAK HILL IN ACCORDANCE WITH AN ADMINISTRATIVE SERVICES AGREEMENT.
FORM 990, PAGE 6, PART VI, LINE 6THE OAK HILL FOUNDATION, INC. IS A MEMBERSHIP CORPORATION.
FORM 990, PAGE 6, PART VI, LINE 7ATHE OAK HILL FOUNDATION, INC. IS A MEMBERSHIP CORPORATION WHOSE SOLE MEMBER IS THE CONNECTICUT INSTITUTE FOR THE BLIND, INC. D/B/A OAK HILL.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS AND IS REVIEWED BY MANAGEMENT PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CMEMBERS OF THE BOARD REVIEW THE POLICY AND MAKE DISCLOSURES ANNUALLY.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNANCE DOCUMENTS AND COI POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE INCLUDED IN THE SUPPORTED ORGANIZATION'S CONSOLIDATED ANNUAL REPORT. FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Business Name Line2DisregardedEntityName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
THE CT INSTITUTE FOR THE BLIND INC
D/B/A OAK HILL120 HOLCOMB STREETHARTFORDCT061121589060669111HEALTHCT501C32N/AYes (true)
THE CT INSTITUTE FOR THE BLIND INC
D/B/A OAK HILL120 HOLCOMB STREETHARTFORDCT061121589223319897HEALTHCT501C310N/AYes (true)
EASTER SEALS CONNECTICUT INC
120 HOLCOMB STREETHARTFORDCT061121589060653197HEALTHCT501C37N/AYes (true)
GILEAD COMMUNITY SERVICES INC
222 MAIN STREET EXT PO BOX 1000MIDDLETOWNCT06457060851549HEALTHCT501C37N/AYes (true)
RAINBOW HOUSING CORPORATION
222 MAIN STREET EXT PO BOX 1000MIDDLETOWNCT06457061237602HOUSINGCT501C310Yes (true)GILEAD COM
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Business Name Line2OtherOrganizationName/BusinessNameLine2TxtTransaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE CONNECTICUT INSTITUTE FOR THE
BLIND D/B/A OAK HILLB$4,848,810COST
THE CONNECTICUT INSTITUTE FOR THE
BLIND D/B/A OAK HILLE$1,543,392COST
THE CONNECTICUT INSTITUTE FOR THE
BLIND D/B/A OAK HILLM$384,000COST
THE CONNECTICUT INSTITUTE FOR THE
BLIND D/B/A OAK HILLD$4,000,000LOC
EASTER SEALS CONNECTICUT INC
B$3,120COST
EASTER SEALS CONNECTICUT INC
D$2,644,167NOTE PAYABLE