WADSWORTH FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: WADSWORTH FAMILY FOUNDATION (EIN 20-1645236)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-16
IRS object ID: 202143209349100514
Schema version: 2020v4.0
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
Investments Corp Stock Schedule
Other Expenses Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-16T12:58:03-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	201645236	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WADSWORTH FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% William Wadsworth	InCareOfNm
Business Name Control	WADS	BusinessNameControlTxt
Foreign Phone	2035352607	ForeignPhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	879 CHURCH STREET RT 68	AddressLine1Txt
City	WALLINGFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	064920000	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM F WADSWORTH	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Signature	2021-11-16	SignatureDt

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$11,680,144	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	$150,331	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$0	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$0	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$0	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$342,720	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$342,720	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$342,720	DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss	$0	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$0	GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm	$0	GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss	$0	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$520	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$7,812,699	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$520	CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm	$0	IncmModificationsAdjNetIncmAmt
Gross Sales Less Ret And Allwnc	$0	GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Gross Profit Adj Net Incm	$0	GrossProfitAdjNetIncmAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$493,571	TotalRevAndExpnssAmt
Total Net Invst Incm	$343,240	TotalNetInvstIncmAmt
Total Adj Net Incm	$342,720	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$0	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$0	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$0	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$0	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$0	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$0	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$0	InterestRevAndExpnssAmt
Interest Net Invst Incm	$0	InterestNetInvstIncmAmt
Interest Adj Net Incm	$0	InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$0	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss	$0	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm	$0	OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl	$0	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$0	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$0	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$0	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl	$0	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$150	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$150	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$472,700	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$472,700	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$472,850	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$472,700	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$20,721	ExcessRevenueOverExpensesAmt
Net Investment Income	$343,240	NetInvestmentIncomeAmt
Adjusted Net Income	$342,720	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$28,605	CashBOYAmt
Cash EOY	$16,150	CashEOYAmt
Cash EOYFMV	$16,150	CashEOYFMVAmt
Rcvbl From Officers BOY	$0	RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl BOY	$0	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY	$0	USGovernmentObligationsEOYAmt
Corporate Stock BOY	$10,434,694	CorporateStockBOYAmt
Corporate Stock EOY	$11,663,994	CorporateStockEOYAmt
Corporate Stock EOYFMV	$11,663,994	CorporateStockEOYFMVAmt
Corporate Bonds EOY	$0	CorporateBondsEOYAmt
Land Bldg Investments EOY	$0	LandBldgInvestmentsEOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Land EOY	$0	LandEOYAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$10,463,299	TotalAssetsBOYAmt
Total Assets EOY	$11,680,144	TotalAssetsEOYAmt
Total Assets EOYFMV	$11,680,144	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$0	AccountsPayableBOYAmt
Accounts Payable EOY	$0	AccountsPayableEOYAmt
Grants Payable BOY	$44,821	GrantsPayableBOYAmt
Grants Payable EOY	$1,240,945	GrantsPayableEOYAmt
Deferred Revenue BOY	$0	DeferredRevenueBOYAmt
Deferred Revenue EOY	$0	DeferredRevenueEOYAmt
Loans From Officers BOY	$0	LoansFromOfficersBOYAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$0	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$44,821	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,240,945	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$10,418,478	RetainedEarningBOYAmt
Retained Earning EOY	$10,439,199	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$10,418,478	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,439,199	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$10,463,299	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$11,680,144	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$10,418,478	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$20,721	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$10,439,199	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$10,439,199	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY ADV EQUITY GROWTH	P	2019-06-17	2020-02-28	$2,236,392	$2,211,115	$25,277	$25,277
FIDELITY ADV UTILITIES	P	2019-02-14	2020-02-28	$324,484	$298,498	$25,986	$25,986
FIDELITY UTILITIES	P	2019-05-10	2020-12-10	$50,000	$46,583	$3,417	$3,417
FIMM FUNDS	P	2019-05-10	2020-02-03	$75,000	$74,970	$30	$30
FIMM FUNDS	P	2019-05-10	2020-07-15	$3,079,919	$3,078,688	$1,231	$1,231
FIDELITY ADV DIVIDEND GROWTH	P	2019-07-17	2020-02-28	$1,280,332	$1,203,944	$76,388	$76,388
FIDELITY ADV DIVIDEND GROWTH	P	2019-07-17	2020-06-11	$766,572	$898,381	-$131,809	-$131,809

Field	Value	IRS element (for citing)
Capital Gain Net Income	$520	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4,771	InvestmentIncomeExciseTaxAmt
Subtotal	$4,771	SubtotalAmt
Tax Based On Investment Income	$4,771	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Original Return Tax Paid	$4,771	OriginalReturnTaxPaidAmt
Tax Due	$4,771	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CT	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	n/A	WebsiteAddressTxt
Individual With Books	WILLIAM WADSWORTH	IndividualWithBooksNm
Phone	2032699730	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	879 CHURCH STREET RT 68	AddressLine1Txt
City	WALLINGFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	064920000	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Relying Current Ntc Dsstr Asst	Yes (X)	RelyingCurrentNtcDsstrAsstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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
WILLAM F WADSWORTH SR
879 CHURCH ST	WALLINGFORD	CT	06492	TRUSTEE	5.00	$0	$0	$0
WILLIAM F WADSWORTH JR
879 CHURCH ST	WALLINGFORD	CT	06492	TRUSTEE	5.00	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$0	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,771	TaxBasedOnInvestmentIncomeAmt
Income Tax	$0	IncomeTaxAmt
Total Tax	$4,771	TotalTaxAmt
Distributable Before Adj	$0	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$0	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$472,700	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$472,700	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$472,700	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$472,700	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$0	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	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	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	WILLIAM WADSWORTH	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
Hubcap of Wallingford
128 Center Street	Wallingford	CT	06492	No Relationship	POF	donation	$1,500
Habitat for Humanity Broward County
PO Box 5209	Deerfield Beach	FL	33442	No Relationship	POF	Donation	$80,000
CASPER YMCA
1161 CASPER MOUNTAIN RD	CASPER	WY	82601	No Relationship	POF	donation	$5,000
Foundation Fighting Blindness
7168 Columbia Gateway	Columbia	MD	21045	No Relationship	POF	donation	$5,000
Gilead Community Services Inc
222 Main Street	Middletown	CT	06457	No Relationship	POF	donations	$3,000
The Wallingford Foundation
PO BOX 213	WALLINGFORD	CT	06492	No Relationship	POF	ULBRIDGE TOURNAMENT	$3,000
The Sisters Project
PO BOX 1643	WALLINGFORD	CT	06492	No Relationship	POF	DONATION	$4,000
CATHOLIC CHARITIES MAINE
PO BOX 10660	PORTLAND	ME	04102	No Relationship	POF	DONATION	$3,000
FIRST CONGREGATIONAL CHURCH OF MERI
62 COLONY STREET	MERIDEN	CT	06451	No Relationship	POF	DONATION	$2,000
BRANFORD LAND TRUST
PO BOX 254	BRANFORD	CT	06405	No Relationship	POF	DONATION	$2,000
CAMP CARE
106 CT-86	COLUMBIA	CT	06237	No Relationship	POF	DONATION	$2,000
CONGREGATION BETH HILLEL
20 BAKER LANE	SOUTH WINDSOR	CT	06074	No Relationship	POF	DONATION	$2,000
NORTHFORD CONGREGATIONAL CHURCH
OLD POST ROAD	NORTHFORD	CT	06472	No Relationship	POF	DONATION	$3,000
YALE NEW HAVEN CANCER CENTER
333 CEDAR ST	NEW HAVEN	CT	06511	No Relationship	POF	DONATION	$2,000
BIRTHRIGHT OF MERIDEN
39 CENTER STREET	MERIDEN	CT	06450	No Relationship	POF	DONATION	$2,000
PETER MONAHAN SCHOLARSHIP FUND
5170 MILITATRY ROAD	LEWISTON	ME	04240	No Relationship	POF	DONATIONS	$12,000
JAZZ AT LINCOLN CENTER
10 COLUMBUS CIRCLE	NEW YORK	NY	10023	No Relationship	POF	DONATION	$5,000
WALLINGFORD COMMUNITY FOUNDATION
35 PLEASANT ST	MERIDEN	CT	06450	No Relationship	POF	DONATION	$10,000
ULBRICH BOYS AND GIRLS CLUB
72 GRAND STREET	WALLINGFORD	CT	06492	No Relationship	POF	DONATION	$10,000
WOODTICK MEMORIAL
PO BOX 4360	WOLCOTT	CT	06716	No Relationship	N A	DONATION	$4,500
SUMMER CAMPERSHIP FUND
500 WEST MAIN STREET	WALLINGFORD	CT	06492	No Relationship	POF	SUMMER CAMP SCHOLARSHIPS	$2,000
JACK AND JILL CHILDRENS CENTER
1315 WEST BROWARD BLVD	FORT LAUDERDALE	FL	33301	No Relationship	POF	DONATION FOR NEW BLDG	$50,000
WALLINGFORD FAMILY YMCA
81 SOUTH ELM STREET	WALLINGFORD	CT	06492	No Relationship	POF	GRAND REOPENING	$7,500
RECORD JOURNAL SUMMER CAMPERSHIP FU
500 WEST MAIN STREET	MERIDEN	CT	06460	No Relationship	N A	SUMMER CAMP PROGRAM	$2,500
PNA PARK
43 CLIFFSIDE DRIVE	WALLINGFORD	CT	06492	No Relationship	N A	DONATION	$5,000
DAN M HUNTER FUND
PO BOX 1928	MERIDEN	CT	06404	No Relationship	N A	DONATION	$2,500
BEN GRAZIANO
2420 NE 42ST ST	LIGHTHOUSE POINT	FL	33442	No Relationship	N A	WORTHY POOR	$10,000
COLUMBUS HOUSE
153 WASHINGTON AVENUE	NORTH HAVEN	CT	06473	No Relationship	N A	DONATION	$5,000
SCOW
284 WASHINGTON STREET	WALLINGFORD	CT	06492	No Relationship	N A	DONATION	$2,000	Wallingford
MASTERS MANNA
PO BOX 4032	WALLINGFORD	CT	06492	No Relationship	N A	DONATION	$2,000
CHRYSALIS INC
14 WEST MAIN STREET	MERIDEN	CT	06460	No Relationship	N A	DONATION	$2,000
WALLINGFORD ROTARY CLUB
PO BOX 213	WALLINGFORD	CT	06492	No Relationship	N A	DONATION	$10,000
JOEY LOGANO CHARITABLE FOUNDATION
9911 ROSE COMMONS DRIVE	HUNTSVILLE	NC	28070	No Relationship	PF	DONATION	$25,000
HOLY TRINITY CHURCH
NORTH COLONY ROAD	WALLINGFORD	CT	06492	No Relationship	N A	DONATION	$2,000
CHRISTS BODY MINISTRIES
PO BOX 18834	DENVER	CO	80216	No Relationship	N A	DONATION	$2,000
GREAT AMERICAN SONG BOOK
130 BIRDSEYE ROAD	FARMINGTON	CT	06040	No Relationship	N A	DONATION	$2,000
HODGDON UNITED BAPTIST CHURCH
845 CALAIS ROAD	HODGDON	ME	04730	No Relationship	N A	DONATION	$3,000
DR MISSION TEAM
13 FAWN DRIVE	WALLINGFORD	CT	06492	No Relationship	N A	DONATION	$25,000
CENTER CONGREGATIONAL CHURCH
474 BROAD STREET	MERIDEN	CT	06450	No Relationship	N A	DONATION	$6,000
HABITAT FOR HUMANITY CFC
1542 BARNUM AVENUE	BRIDGEPORT	CT	06606	No Relationship	N A	DONATION	$75,000
CONNECTICUT CAT CONNECTION
115 TUNXIS STREET	WINDSOR	CT	06095	No Relationship	N A	DONATION	$2,500
KENWAYS CAUSE INC
53 NOD ROAD	WINDSOR	CT	06095	No Relationship	N A	DONATIONS	$2,500
CARIBBEAN FELLOWSHIP MINISTRIES
PO BOX 872	GREEENVILLE	FL	32331	No Relationship	N A	DONATIONS	$4,000
CALVARY CHAPEL NAPLES
1931 TERRAZZO LANE	NAPLES	FL	34104	No Relationship	N A	DONATION	$5,000
MY SISTERS PLACE
221 MAIN STREET	HARTFORD	CT	06106	No Relationship	N A	DONATION	$2,500
LABS RESCUE
PO BOX 955	KILLINGWORTH	CT	06419	No Relationship	N A	DONATION	$2,500
VARIOUS DONATIONS
2420 NE 42ND ST	LIGHTHOUSE POINT	FL	33442	No Relationship	N A	69 DONATIONS OF 1000 OR LESS	$52,200

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$472,700	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp (7 entries)

Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionAmt	Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0

Membership Dues And Assmnt MembershipDuesAndAssmntGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (5 entries)

Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionAmt	Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$0	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
WILLIAM F WADSWORTH
1	879 CHURCH STREET	WALLINGFORD	CT	06492	$58,551	Yes (X)
SANDRA WADSWORTH
2	879 CHURCH STREET	WALLINGFORD	CT	06492	$91,729	Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	FIDELITY INVESTMENTS - 6121	StockNm
EOY Book Value	$11,663,994	EOYBookValueAmt
EOYFMV	$11,663,994	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	Office Expense	Desc
Revenue And Expenses Per Books	$150	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	PAYABLES	Desc
Amt	$0	Amt