WADSWORTH FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WADSWORTH FAMILY FOUNDATION (EIN 20-1645236)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-14
- IRS object ID
- 202032279349100513
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-14T14:35:58-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 412072419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS MASCOLA & PHILLIPS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 BARNES RD STE 207 | AddressLine1Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064922576 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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) |
|---|---|---|
| Business Name Control | WADS | BusinessNameControlTxt |
| Phone | 2032699730 | PhoneNum |
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 | 06492 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM WADSWORTH SR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2032699730 | PhoneNum |
| Signature | 2020-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER B DAVIS | PreparerPersonNm |
| PTIN | P00501047 | PTIN |
| Phone | 2032650488 | PhoneNum |
| Preparation | 2020-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $10,439,199 | 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 | $497,492 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $173,868 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,868 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $173,868 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$132,473 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,836,154 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $309,399 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $538,887 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $483,267 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $173,868 | TotalAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $418,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $418,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $418,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $418,975 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $119,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $483,267 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $173,868 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,972,601 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $176,468 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $176,468 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,992,550 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,262,731 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,262,731 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,965,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,439,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,439,199 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $10,000 | GrantsPayableEOYAmt |
| Total Liabilities EOY | $10,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,965,151 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,429,199 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,965,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,429,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,965,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,439,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,965,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $119,912 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,344,136 | OtherIncreasesAmt |
| Subtotal | $10,429,199 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,429,199 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $309,399 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $484,256 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,156,792 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052885 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $409,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,078,478 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040586 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $374,897 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,127,807 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046125 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $114,585 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,408,959 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.015466 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $90,444 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,716,855 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033290 | DistributionYr5Rt |
| Total Distribution | 0.188352 | TotalDistributionRt |
| Average Distribution | 0.037670 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,556,643 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $359,999 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,833 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $364,832 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $418,975 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,833 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,833 | SubtotalAmt |
| Tax Based On Investment Income | $4,833 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,440 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Overpayment | $1,585 | OverpaymentAmt |
| Applied To ES Tax | $1,585 | 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 |
| 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | AddressLine1Txt |
| Address Line2 | RT 68 | AddressLine2Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | 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 |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM WADSWORTH SR | ||||||||
| 879 CHURCH ST RT 68 | WALLINGFORD | CT | 06492 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| WILLIAM WADSWORTH JR | ||||||||
| 879 CHURCH ST RT 68 | WALLINGFORD | CT | 06492 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,127,641 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,574,535 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,702,176 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,702,176 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,556,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $477,832 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $477,832 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,833 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,833 | TotalTaxAmt |
| Distributable Before Adj | $472,999 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $472,999 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $472,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $418,975 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $418,975 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,833 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $414,142 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $472,999 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $415,883 | UndistributedIncomePYAmt |
| Qualifying Distributions | $418,975 | QualifyingDistributionsAmt |
| Applied To Year1 | $415,883 | AppliedToYear1Amt |
| Applied To Current Year | $3,092 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $469,907 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM WADSWORTH | ContributingManagerNm |
| Contributing Manager | SANDRA WADSWORTH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM WADSWORTH SR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 879 CHURCH STREET RT 68 | AddressLine1Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2038877717 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| 23 VARIOUS CONT UNDER 1000 | |||||||
| VARIOUS | VARIOUS | CT | 06492 | NONE | DONATION | $7,975 | |
| ADELMAN FAMILY FDN | |||||||
| 562 BLADWIN AVE | MERIDEN | CT | 06450 | DONATION | $20,000 | ||
| CENTER ST CONGREGATIONAL | |||||||
| 474 BROAD ST | MERIDEN | CT | 06450 | NONE | CAP IMPROVEMENT | $7,200 | |
| CHRIST BODY MINISTRIES | |||||||
| P O BOX 18834 | DENVER | CO | 80218 | DONATION | $1,000 | ||
| CHRYSALIS | |||||||
| 14 W MAIN ST | MERIDEN | CT | 06451 | DONATION | $1,000 | ||
| COLUMBUS HOUSE | |||||||
| 153 WASHINGTON AVE | NORTH HAVEN | CT | 06473 | NONE | ULBRICH TREK | $5,000 | |
| DAN HUNTER FUND | |||||||
| 61 UNCAS RD | CLINTON | CT | 06413 | NONE | DONATION | $2,500 | |
| DOMINICAN MISSION TEAM | |||||||
| 146 CHURCH ST | WALLINGFORD | CT | 06492 | NONE | DONATION | $8,000 | |
| FILIPEK TENNIS TOURNAMENT | |||||||
| 230 COPPER RIDGE RD | SOUTHINGTON | CT | 06489 | NONE | SPONSORSHIP | -$7,500 | TAX-EXEMPT |
| FIRST CONG CHURCH | |||||||
| 62 COLONY ST | MERIDEN | CT | 06451 | NONE | DONATION | $13,000 | |
| HABITAT FOR HUMANITY | |||||||
| 1542 BARNUM AVE3 | BRIDGEPORT | CT | 06610 | DONATION | $150,000 | ||
| HABITAT FOR HUMANITY OF BROWARD | |||||||
| 3564 N OCEAN BLVD | BROWARD | FL | 33009 | NONE | DONATION | $80,000 | TAX EXEMPT |
| HIGHLANDS CHRISTIAN ACADEMY | |||||||
| 501 NE 48TH ST | POMPANO BEACH | FL | 33064 | NONE | DONATION | $1,000 | |
| HUBCAP OF WALLINGFORD | |||||||
| 128 CENTER ST | WALLINGFORD | CT | 06492 | NONE | DONATION | $1,000 | |
| IN A HEARTBEAT | |||||||
| 30 DUTTON ST | WALLINGFORD | CT | 06492 | DONATION | $1,000 | ||
| JACK & JILL CENTER | |||||||
| 1315 W BROWARD BLVD | FORT LAUDERDALE | FL | 33308 | DONATION | $65,000 | ||
| MASTER'S MANNA | |||||||
| P O BOX 4032 | WALLINGFORD | CT | 06492 | DONATION | $4,500 | ||
| MERIDEN CHURCH OF CHRIST | |||||||
| 1131 DURHAM RD | WALLINGFORD | CT | 06492 | NONE | DONATION | $3,500 | |
| PETIT FAMILY FOUNDATION | |||||||
| P O BOX 310 | PLAINVILLE | CT | 06062 | NONE | MEMORIAL CONTRIBUTION | $3,000 | TAX-EXEMPT |
| PNA LODGE 513 | |||||||
| POLASKI HIGHWAY | WALLINGFORD | CT | 06492 | DONATION | $5,000 | ||
| SCOW | |||||||
| 284 WASHINGTON ST | WALLINGFORD | CT | 06492 | NONE | DONATION | $2,500 | |
| SCSU FUND | |||||||
| 501 CRESCENT ST | NEW HAVEN | CT | 06515 | DONATION | $1,000 | ||
| SISTERS PROJECT | |||||||
| P O BOX 1643 | WALLINGFORD | CT | 06492 | NONE | DONATION | $2,200 | |
| SOC FOR PRES OF AMERICAN SONG BOOK | |||||||
| 350 CENTER ST | WALLINGFORD | CT | 06492 | NONE | DONATION | $1,000 | |
| SUMMER CAMPERSHIP FUND | |||||||
| 500 W MAIN ST | MERIDEN | CT | 06450 | DONATION | $2,000 | ||
| THE FRIENDS OF MERIDEN PUBLIC LIBRA | |||||||
| 105 MILLER ST | MERIDEN | CT | 06450 | DONATION | $1,000 | ||
| TIM RYAN | |||||||
| 28 PINE GLENN TERRACE | WALLINGFORD | CT | 06492 | DONATION | $1,000 | ||
| TOWN OF WALLINGFORD | |||||||
| 45 S MAIN ST | WALLINGFORD | CT | 06492 | DONATION | $1,000 | ||
| ULBRICH BOYS & GIRLS CLUB | |||||||
| 72 GRAND ST | WALLINGFORD | CT | 06492 | DONATION | $10,000 | ||
| ULMAN CANCER FUND | |||||||
| 386 MAIN ST | MIDDLETOWN | CT | 06457 | DONATION | $1,000 | ||
| WALLINGFORD CENTER INC | |||||||
| 128 CENTER ST | WALLINGFORD | CT | 06492 | DONATION | $5,000 | ||
| WALLINGFORD FAMILY YMCA | |||||||
| 81 SOUTH ELM ST | WALLINGFORD | CT | 06492 | DONATION | $1,000 | ||
| WALLINGFORD ROTARY | |||||||
| P O BOX 213 | WALLINGFORD | CT | 06492 | NONE | CORP SPONSOR | $1,100 | TAX-EXEMPT |
| WALLINGFORD SYMPHONY ORCHESTRA | |||||||
| P O BOX 6023 | WALLINGFORD | CT | 06492 | NONE | ANNUAL CAMPAIGN | $7,000 | TAX-EXEMPT |
| THE STEVEN MONAHAN SCHOLARSHIP FUND | |||||||
| 5170 MILITARY RD | LEWISTON | NY | 14092 | NONE | DONATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $418,975 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $173,868 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$132,473 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,395 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,395 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | INCOME FROM INVESTMENTS IS USED TO DISTRIBUTE FUNDS TO VARIOUS ORGANIZATIONS. | RelationshipStatementTxt |
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 RT 68 | WALLINGFORD | CT | 06492 | $411,893 | Yes (X) |
| SANDRA M WADSWORTH | ||||||
| 2 | 879 CHURCH ST RTE 68 | WALLINGFORD | CT | 06492 | $85,599 | Yes (X) |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FIDELITY ADV UTILITIES | 2019-02 | PURCHASE | 2019-11 | $100,000 | $88,282 | $11,718 |
| FIDELITY ADV UTILITIES | 2019-02 | PURCHASE | 2019-11 | $50,000 | $44,141 | $5,859 |
| FIDELITY ADV DIV GRTH | 2017-05 | PURCHASE | 2019-05 | $435,354 | $494,589 | -$59,235 |
| FIDELITY ADV DIV GRTH | 2017-05 | PURCHASE | 2019-05 | $335,668 | $381,339 | -$45,671 |
| FIDELITY ADV DIV GRTH | 2017-05 | PURCHASE | 2019-05 | $2,605,733 | $2,960,276 | -$354,543 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY ADV UTILITIES | $1,721,499 | $1,721,499 |
| FIDELITY ADV DIV GRTH FD | $2,328,862 | $2,328,862 |
| FIDELITY ADV EQUITY GROWTH | $3,071,604 | $3,071,604 |
| FIDELITY PRIME MMKT PORT | $3,140,766 | $3,140,766 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $1,344,136 | Amt |