STRATEGY STUDIO / PUBLIC DATA EXPLORER

WADSWORTH FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WADSWORTH FAMILY FOUNDATION (EIN 20-1645236)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202543179349100739
Schema version
2024v5.2
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)
Return2025-11-13T07:17:36-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203758980PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Aldieri Financial Services LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1299 Middletown AveAddressLine1Txt
CityWethersfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201645236EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WADSWORTH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWADSBusinessNameControlTxt
Phone2032699730PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4165AddressLine1Txt
CityWALLINGFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06492ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM WADSWORTHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2032699730PhoneNum
Signature2025-11-03SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDale AldieriPreparerPersonNm
PTINP00579463PTIN
Phone8608942839PhoneNum
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,180,746FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Net Invst Incm$304,620DividendsNetInvstIncmAmt
Dividends Adj Net Incm$304,620DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$304,620TotalNetInvstIncmAmt
Total Adj Net Incm$304,620TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$45TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$597,725ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$597,770TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$597,770ExcessRevenueOverExpensesAmt
Net Investment Income$304,620NetInvestmentIncomeAmt
Adjusted Net Income$304,620AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,634CashBOYAmt
Cash EOY$48,454CashEOYAmt
Cash EOYFMV$48,454CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations BOY$12,520,413USGovernmentObligationsBOYAmt
US Government Obligations EOY$14,132,292USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$14,132,292USGovtObligationsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$12,540,047TotalAssetsBOYAmt
Total Assets EOY$14,180,746TotalAssetsEOYAmt
Total Assets EOYFMV$14,180,746TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$12,540,047NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$14,180,746NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$12,540,047TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,180,746TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,540,047TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,180,746TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,540,047TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$597,770ExcessRevenueOverExpensesAmt
Other Increases$2,238,469OtherIncreasesAmt
Subtotal$14,180,746SubtotalAmt
Tot Net Ast Or Fund Balances EOY$14,180,746TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,234InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,234SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,234TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,500TotalPaymentsAndCreditsAmt
Original Return Overpayment-$4,500OriginalReturnOverpaymentAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$222EsPenaltyAmt
Overpayment$44OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$44RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM WADSWORTHIndividualWithBooksNm
Phone2032699730PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4165AddressLine1Txt
CityWALLINGFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06492ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonWILLIAM WADSWORTHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4125AddressLine1Txt
CityWALLINGFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06492ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$0MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,234TaxBasedOnInvestmentIncomeAmt
Total Tax$4,234TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWADSWORTH FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4165AddressLine1Txt
CityWALLINGFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06492ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2032699730RecipientPhoneNum
Form And Info And Materials501c3 LETTER, MOST RECENT 990 FILING, COPY OF AUDITED FINANCIALSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HABITAT FOR HUMANITY
888 NW 62ND STREETFORT LAUDERDALEFL34108PFHOUSING$100,000
Congregation Adath Israel
PO Box 337MiddletownCT06457PCCHURCH$75
THE SISTERS PROJECT
PO BOX 1643WALLINGFORDCT06492PCCHARITY$2,500
MASTERS MANNA
428 CHERRY STWALLINGFORDCT06492PCPUBLIC CHARITY$10,000
GRACE CENTER FOUNDATION
PO BOX 112692NAPLESFL24108PFGENERAL CHARITY$100,000
WALLINGFORD CHORUS
PO BOX 4451WALLINGFORDCT06492PCARTS$500
WACA
PO BOX 4037WALLINGFORDCT06492PCARTS$2,500
THE HUNDRED CLUB OF CT
PO BOX 419GLASTONBURYCT06033PCGENERAL CHARITY$250
SCOW
284 WASHINGTON STWALLINGFORDCT06492PCGENERAL CHARITY$5,000
ROTARY CLUB OF WALLINGFORD
PO BOX 213WALLINGFORDCT06492PCKENYA WATER PROJECT$5,000
CHARITY OF CHANGE
10681 AIRPORT-PULLING RDNAPLESFL34109PCGENERAL CHARITY$2,500
THE SISTERS PROJECT
PO BOX 1643WALLINGFORDCT06492PCGOLF OUTING SPONSOR$5,000
MT ZION FREE METHODIST CHURCH
13048 S 400 WESTKOKOMOIN46901PCCHURCH$10,000
MIDSTATE CHAMBER OF COMMERCE
546 S BROAD STMERIDENCT06450PCGENERAL CHARITY$700
WALLINGFORD SYMPHONY ORCHESTRA
PO BOX 6023WALLINGFORDCT06492PCARTS$10,000
SUMMER CAMPERSHIP FUND
500 WEST MAIN STWALLINGFORDCT06492PCARTS$5,000
VOLUNTEER EYE RESOURCES
1234 HILO DREUGENEOR97404PCMEDICAL RESEARCH$7,500
DOG STAR RESCUE
9 KNOLL RIDGE COURTMIDDLETOWNCT06457PCMEDICAL$2,000
THE WALLINGFORD FOUNDATION
PO BOX 213WALLINGFORDCT06492PFFLAGS FOR HEROS$500
BOYS & GIRLS CLUB OF GREATER NEW HAVEN
253 COLUMBUS AVENEW HAVENCT06519PCYOUTH SUPPORT$2,500
HUNTERS SCHOLARSHIP FUND
450 WEST MAIN STMERIDENCT06450PCEDUCATION$1,200
JINGLED ELVES INC
1708 PERSIMMONS DRNAPLESFL34109PCCOMMUNITY$10,000
GALLERY 53
53 COLONY STMERIDENCT06451PCARTS$3,000
THE WALLINGFORD FOUNDATION
PO BOX 213WALLINGFORDCT06492PFCOMMUNITY$1,000
FRANCISCAN HOME & HOSPICE
267 FINCH AVEMERIDENCT06451PCMEDICAL$500
TEEN CHALLENGE FORT MYERS
PO BOX 60802FORT MYERSFL33906PCYOUTH$3,500
NVFD#2
180 VILLAGE STNORTHFORDCT06472PCFIRST RESPONDERS$250
BENHAVEN
2 BUENA VISTA RDBRANFORDCT06405PCAUTISM$250
WACA
PO BOX 4037WALLINGFORDCT06492PCCOMMUNITY$5,000
LITERACY VOLUNTEERS
14 WEST MAIN STMERIDENCT06451PCCOMMUNITY$3,000
MISSION 818
1131 DURHAM RDWALLINGFORDCT06492PCCOMMUNITY$7,500
LABS4RESCUE
PO BOX 955KILLINGWORTHCT06419PCMEDICAL$10,000
WALLINGFORD FAMILY YMCA
81 SOUTH ELM STWALLINGFORDCT06492PCCOMMUNITY$3,000
BIG DOG RESCUE RANCH
14444 OKEECHOBEE BLVDLOXAHATCHEE GROVESFL33470PCMEDICAL$10,000
EQUICENTER
3247 RUSH MENDON RDHONEOYE FALLSNY14472PCCOMMUNITY$10,000
DR MISSION TEAM
13 FAWN DRWALLINGFORDCT06492PCCOMMUNITY$50,000
BOYS & GIRLS CLUB OF GREATER NH
253 COLUMBUS AVENEW HAVENCT06519PCYOUTH$30,000
CARIBBEAN FELLOWSHIP MINISTRY
PO BOX 872GREENVILLEFL32331PCCOMMUNITY$15,000
WELLFIT GIRLS
2430 VANDERBILT BEACH RDNAPLESFL34109PCYOUTH$2,500
FIRST NAPLES CHURCH
3000 ORANGE BLOSSOM DRNAPLESFL34109PCFAITH BASED$2,500
HABITAT FOR HUMANITY OF COLLIARD
11145 TAMIAMI TRAILEAST NAPLESFL34113PCHOME CONST$100,000
JOHNNYS AMBASSADORS
4242 HICKORY OAKS STCASTLE ROCKCO80104PCCOMMUNITY$10,000
HABITAT FOR HUMANITY
1785 STRATFORD AVESTRATFORDVT05058PCHOME BUILDING$48,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$597,725TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK FEES$25
OFFICE EXP$20

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
SHORT-TERM CAPITAL GAIN$58,220
LONG-TERM CAPITAL GAIN$620,502
UNREALIZED GAIN$1,559,747